Source of truth
A single repository for the reference version — contracts, procedures, supplier documents.
Glossary · EDM
EDM
A system that centralises company documents, classifies them with metadata, manages access rights and supports their lifecycle.
Also known as: Electronic Document Management · GED (French acronym)
What is EDM?
EDM (electronic document management — “GED” in French) is the set of practices and tools used to receive, classify, search, approve and archive documents outside inboxes and chaotic shared folders. An EDM system is not just a cloud drive: it handles metadata, access rights, versions and often workflows.
What’s at stake for the company
Without EDM, every department invents its own folder structure. Versions multiply, access rights are opaque, and an audit becomes a major project.
Governance
Who can view, edit, approve: EDM puts your document policy into practice.
Continuity
When an employee leaves, the archive must not leave with their personal mailbox.
Common pitfalls
Confusing Drive with EDM
File sharing without business metadata, statuses or approval flows is just a digital cupboard.
Over-modelling from day one
Too many types and fields kill adoption. Start from the useful minimum, then build on it.
DocPilot EDM
DocPilot is an EDM system focused on contracts and operational documents: receipt, OCR, structured records, approval and searchable archiving.
- Central repository for contracts and documents
- Business metadata and search
- Built-in approval workflows
Related DocPilot pages
To learn more about the product and the guides.
Solutions by team
Pages built around each team’s priorities.
- AdministrationCentralize mail, meeting minutes, Kbis extracts, certificates and cross-functional documents: e-mail capture, OCR, filing, workflows and search. DocPilot for administration teams.
- Human resourcesCentralize employment contracts, payslips, ID documents and certificates: OCR, HR approval, role-based access and search. DocPilot for human resources.
“How-to” guides
Step-by-step methods to make real progress.
- Organise a DMSA guide to organising a company document management system (DMS): governance, types, access rights, workflows. A practical method, mistakes to avoid and rollout with DocPilot.
- Centralise documentsA guide to centralising business documents: source of truth, metadata, access and search. Steps, mistakes to avoid and the role DocPilot plays.
- Automate processingA guide to automating document processing: capture, OCR, classification, approval. Method, mistakes to avoid and DocPilot.
Related articles
DocPilot blog posts on the same topic.
- DMS or Google Drive: what are the differences?DMS or Google Drive: the practical differences for a business (reference version, workflows, access rights, search, audit).
- Business document management: the complete guideThe complete guide to business document management: definition, lifecycle, metadata, access rights, retention and a method to move from storage to a usable reference repository.
- The lifecycle of a business documentThe stages in the lifecycle of a business document: capture, indexing, use, reference version, archiving — not to be confused with a file that has simply been filed away.
Terms and product pages
Related pages to refine your research.
- Business DMSDiscover a business DMS focused on document intake, OCR/AI, workflows and audit — designed for SMBs and mid-sized companies with DocPilot.
- Document managementMove from scattered storage to real business document management: upload, OCR, metadata, search and approval workflows with DocPilot.
- Document managementThe set of practices and systems (often a DMS / EDM system) used to create, classify, share, approve and archive company documents.
- MetadataStructured information attached to a document (type, parties, dates, amount, status) that lets you classify it, filter it and manage it.
Take action
Move from a Drive to real document management
Centralise your critical documents with DocPilot — capture, filing and approval in a single repository.