Business definitions
Glossary of DMS, contract and document terms
Useful definitions for businesses — in context, without needless jargon — with links to the relevant DocPilot pages.
All terms
Each entry explains what is at stake for the business, common pitfalls and how it relates to DocPilot.
- Glossary · CaptureOCRTechnology that converts a scanned document or an image into machine-readable text so it can be searched, extracted and archived.Read the definition →
- Glossary · EDMEDMA system that centralises company documents, classifies them with metadata, manages access rights and supports their lifecycle.Read the definition →
- Glossary · ProcessWorkflowA formalised sequence of steps, roles and rules that moves a document from receipt to approval or archiving.Read the definition →
- Glossary · ContractsContract managementThe discipline and tools for managing the contract lifecycle: repository, approval, signature, deadlines and archiving.Read the definition →
- Glossary · ContractsElectronic signatureA process for signing a digital document with a legally recognised value, often through a trusted service provider.Read the definition →
- Glossary · EDMElectronic archivingOrganised long-term storage of digital documents, with retention rules, accessibility and proof of integrity.Read the definition →
- Glossary · EDMMetadataStructured information attached to a document (type, parties, dates, amount, status) that lets you classify it, filter it and manage it.Read the definition →
- Glossary · EDMDocument managementThe set of practices and systems (often a DMS / EDM system) used to create, classify, share, approve and archive company documents.Read the definition →
- Glossary · AI & OCRData extractionThe process of turning a document’s content into reusable structured fields (dates, amounts, parties, references).Read the definition →
- Glossary · AIDocument AIThe range of artificial intelligence uses applied to documents: typing, extraction, summarisation, questions with sources, semantic search.Read the definition →
- Glossary · ProcessDocument approvalThe formal process by which the relevant roles (business, legal, management) approve a document before signature, distribution or archiving.Read the definition →
- Glossary · ComplianceDocument traceabilityThe ability to reconstruct a document’s history: creation, changes, sensitive views, approvals and archiving.Read the definition →
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