The eSignature & agreement glossary
Clear, concise definitions for the terms that matter across digital signing, security, and compliance.
Document Management Policy
1. Document Management Policy Definition A Document Management Policy is a set of rules and guidelines that govern how an organization creates, stores, accesses, and…
Document Management System (DMS)
1. Document Management System (DMS) Definition A Document Management System (DMS) is a software platform used to store, manage, track, and organize digital documents and…
Document Metadata
1. Document Metadata Definition Document Metadata refers to the information that describes and provides context for a document, such as its author, creation date, last…
Document Processing
1. Document Processing Definition Document Processing refers to the automated handling of documents through various workflows, such as scanning, data extraction, validation, routing, and storage…
Document Redaction
1. Document Redaction Definition Document Redaction is the process of obscuring or removing sensitive or confidential information from a document before sharing or publishing it…
Document Retention Policy
1. Document Retention Policy Definition A Document Retention Policy is a formal guideline that outlines how long specific types of documents must be retained by…
Document Retrieval
1. Document Retrieval Definition Document Retrieval refers to the process of locating, accessing, and retrieving documents from a storage system, such as a Document Management…
Document Review
Document Review is a critical phase in the eSignature workflow, where stakeholders evaluate the content of a document before it is finalized and sent for…
Document Review Process
1. Document Review Process Definition The Document Review Process refers to the structured steps involved in reviewing a document to ensure its accuracy, completeness, and…
Document Review Workflow
1. Document Review Workflow Definition A Document Review Workflow refers to the structured process that outlines how a document is reviewed, edited, and approved by…
Document Routing
1. Document Routing Definition Document Routing refers to the automated process of directing a document to specific individuals or departments for review, approval, or further…
Document Security
1. Document Security Definition Document Security refers to the measures taken to protect digital or physical documents from unauthorized access, tampering, or loss. This includes…