Document management glossary

The document management world is full of acronyms and jargon that can make a simple idea sound complicated. These definitions keep it plain. Each entry explains what a term actually means and why it matters, in language you can use in a meeting without a footnote.

Core terms

• EDMS (electronic document management system)
• Gift agreement
• System of record
• Full-text search
• Semantic search
• OCR (optical character recognition)
• Document classification
• Metadata
• Document version control
• Electronic signature

Governance, records, and compliance

• Records management
• Retention schedule
• Records disposition
• Legal hold
• Audit trail
• Chain of custody
• E-discovery
• Spoliation
• Redaction
• PII (personally identifiable information)

Inside your CRM

• Dataverse
• Annotation (CRM note)

Looking for how these work in practice rather than just what they mean? Start with how PaperlessZen™ works, or book a demo.