Glossary
Key terms of intelligent document management, explained simply.
DMS (Document Management System)
Software that centralises, organises and retrieves an organisation's documents. Traditional DMS rely on folder trees and keyword search. Smart DMS add content understanding (semantic search, synthesis, automation).
Learn more →Semantic search
A search method that understands the meaning of a query, not just the words. Searching for "pollution" will also find documents about "greenhouse gas emissions" or "carbon footprint". The opposite of keyword search, which only finds exact matches.
Learn more →Keyword search
A search method that compares the characters typed by the user with the characters in documents. If the exact word doesn't appear in the file, the document is not found. This is the method used by most traditional DMS and shared drives.
Document CRM
A feature that automatically links each document to its client. Allows you to view the complete document history of a client relationship, ask contextual questions ("show me everything about Dupont"), and maintain enriched client records without manual entry.
Metadata
Information associated with a document that describes its content without being part of the document itself. Examples: client, sector, document type, date, author. Metadata allows documents to be classified, filtered and retrieved by category.
Document workflow
A sequence of automated actions triggered by a document event. Example: a document is uploaded, it's automatically classified, a notification is sent to the manager, approval is requested. No-code workflows let you create these automations by simply describing what you want.
Isolated cloud
A hosting model where the organisation has its own dedicated cloud infrastructure, completely separate from other clients. Suited to organisations handling sensitive data that require total isolation.
Learn more →On-premise installation
A deployment model where the software is installed directly on the organisation's own servers. No data passes through the cloud. Requires internal technical infrastructure and someone to manage it.
Learn more →Sovereign hosting
Data hosting on servers located in France (or Europe), operated by a company not subject to foreign extraterritorial laws such as the US Cloud Act.
Learn more →Cloud Act
A US law passed in 2018 that authorises US authorities to demand access to data stored by American companies, regardless of where that data is hosted. Affects Google, Microsoft, Amazon and all US cloud providers.
Learn more →GDPR
General Data Protection Regulation. European regulation governing the collection and processing of personal data. Requires knowing where data is hosted, who has access, and guaranteeing an adequate level of protection.
Learn more →Voice search
The ability to ask questions out loud instead of typing them. Particularly useful in meetings, on the move, or when questions are complex: spoken queries are naturally richer and more precise than typed keywords.
Sourced synthesis
A response generated by the tool from your document content, where each statement cites the source document, page and exact passage. Unlike a generic summary, a sourced synthesis is verifiable and usable in a professional context.