Glossary of document management and process terms collated over several translation projects for a large French aerospace contractor. This vocabulary is a significant contribution to my experience relevant to translation.
| EN | FR |
| accreditation | qualification |
| approval | approbation |
| approval or validation | validation |
| author | rédacteur |
| authoring | rédaction |
| business unit | entité d’organisation |
| calibration | étalonnage |
| category structure | plan de classement |
| certification | agrément |
| checking, monitoring | contrôle |
| classification reference | référence du document |
| clearance | habilitation |
| compliance | conformité |
| consultation | consultation |
| contract addendum | avenant |
| contractor | donneur d’ordre |
| create | rédiger |
| creator | créateur |
| display | permet de visualiser |
| display, use, access | accéder à |
| distribution for application | diffusion pour application |
| document cover page | page de garde |
| document properties | fiche d’identité |
| economic interest group | groupement d’intérêt économique |
| exemption | dérogation |
| file | fiche |
| flow | flux |
| for application | pour application |
| life-cycle | lifecycle |
| main process | trame |
| management | maîtrise |
| naming scheme | codification |
| operating mode | mode opératoire |
| read and validate | confirmer la lecture |
| reading or consultation | lecture |
| reason | motif |
| records | enregistrements |
| revision | révision |
| revision request | demande de révision |
| signatories | signataires |
| signature cycle | cycle de signature |
| signature cycle | cycle de validation |
| signature work-flow | workflow de signature |
| stage | étape |
| tick mark | coche verte |
| tree structure | arborescence |
| type certificate | certificat de type |
| update | évolution |
| update | mise à jour |
| update | modification |
| update request | demande d’évolution |
| update section | rubrique « a modifier » |
| validate | valider la lecture |
| validate or confirm | valider |
| verifier | vérificateur |
| verify | vérifier |
| version number | indice |
| work-flow or life-cycle | workflow |
| workflow signatories, recipients, people, signatory | acteurs |
Document management refers to the practice of organizing, storing, and controlling access to documents and files within an organization. It encompasses various processes and technologies aimed at efficiently handling documents throughout their lifecycle. Here are some key aspects of document management:
- Capture and Creation:
- Document management begins with capturing or creating documents. This can involve scanning physical papers, creating digital files, or generating content directly within software applications.
- Storage and Organisation:
- Documents need a structured storage system. This includes organizing them into folders, categorizing by type or topic, and ensuring easy retrieval.
- Digital document management systems often use databases, cloud storage, or file servers for efficient storage.
- Version Control:
- Keeping track of document versions is crucial. Document management ensures that users work with the latest version and can access previous versions if needed.
- Version control prevents confusion and accidental overwriting.
- Access Control and Security:
- Controlling who can access specific documents is essential. Document management systems allow administrators to set permissions based on roles or individuals.
- Security measures protect sensitive information from unauthorized access.
- Search and Retrieval:
- Efficient search capabilities enable users to find documents quickly. Full-text search, metadata-based search, and indexing contribute to effective retrieval.
- Collaboration and Workflow:
- Document management facilitates collaboration among team members. Users can collaborate on documents simultaneously, track changes, and manage approval workflows.
- Workflow automation streamlines processes, such as document review and approval.
- Archiving and Retention:
- Managing document retention policies ensures compliance with legal requirements. Some documents need to be archived for historical purposes.
- Document management systems help enforce retention rules.
- Integration with Other Systems:
- Integration with other software tools (e.g., customer relationship management, enterprise resource planning) enhances efficiency.
- Seamless data exchange between systems improves overall productivity.
In summary, document management aims to enhance productivity, reduce manual effort, improve security, and ensure efficient document handling within an organization. ????????✨