Document Management

DMS vs. EDMS vs. ECM vs. Document Control: What Is the Difference?

DMS EDMS ECM Document Control Records Management
Short answer

DMS (document management system) and EDMS (electronic document management system) are two names for the same thing: software that stores, versions, secures, and retrieves documents. ECM (enterprise content management) is broader and covers all of an organization's content, including capture, records, and web content. Document control is a discipline, often required by quality standards, that a DMS can enforce.

The Terms at a Glance

TermStands forWhat it coversTypical buyer
DMSDocument management systemStoring, versioning, securing, searching, and approving documentsAny team that has outgrown shared folders
EDMSElectronic document management systemThe same as DMSThe same. The term is more common in engineering, construction, and government.
ECMEnterprise content managementAll organizational content: documents, scanned paper, records, web content, email, and the processes around themLarge organizations with many content types
Content services—The newer analyst term for what ECM suites doThe same as ECM
Records management—Keeping final records for a required period, then disposing of them under a defined scheduleOrganizations with legal retention duties
Document control—A discipline: review, approval, release, and traceable change of controlled documentsQuality, engineering, and regulated teams

DMS and EDMS

A document management system is software that holds documents in a central repository and manages what happens to them. The core functions are consistent across products:

  • a central store with folders, tags, or both;
  • automatic version history;
  • check-in and check-out so two people do not overwrite each other;
  • permissions by role;
  • search across names, tags, and document content;
  • review and approval workflows;
  • an audit trail of actions.

EDMS means the same thing. The "electronic" was added when offices were moving from paper filing to software and the distinction mattered. You will see EDMS more often in tenders and in engineering and public-sector documents. If a requirement says EDMS and a product says DMS, compare the feature lists and ignore the label. For a fuller guide to what an EDMS does, its key features, on-premises and cloud deployment, and how to choose one, see What Is an EDMS? Electronic Document Management Systems Explained.

ECM and Content Services

Enterprise content management is wider in scope. AIIM, the information management industry association, describes ECM as the combination of strategies, methods, and tools for capturing, managing, storing, preserving, and delivering the content and documents behind an organization's processes.

The words that separate ECM from document management are capture, preserve, and deliver. An ECM suite typically bundles document management with high-volume scanning and data extraction, formal records management, web content management, and process automation that reaches into other business systems.

In 2017 Gartner retired the term in its own research and replaced it with content services, describing a shift away from one large central repository toward a set of services and applications. Both terms remain in use. When you read "ECM" or "content services platform" on a vendor page, expect a larger, more configurable product than a DMS, with a longer implementation to match.

Records Management

A document is something people are still working on. A record is a final version kept as evidence that something happened: a signed contract, an issued invoice, an approved policy.

Records management is the practice of keeping records for the period the law or your own policy requires and then disposing of them in a documented way. It involves retention schedules, legal holds, and disposal approvals. Some document management systems include these features and some do not, so check specifically if you have retention obligations.

Document Control

Document control is a discipline more than a product category. It comes from quality management, where standards such as ISO 9001 require organizations to control their documented information. In practice it means:

  • documents are reviewed and approved before they are released;
  • only the current approved version is available for use;
  • changes are identified, and earlier versions are retained but clearly superseded;
  • there is a record of who approved what, and when.

A DMS with enforced version control, approval workflows, and an audit trail gives you the tools for document control. The procedures and the people following them are still yours. See Document Control Software for more.

Which One Do You Need?

  • "We cannot find files and keep using the wrong version." A DMS.
  • "Our tender or regulator asks for an EDMS." A DMS. Match the listed requirements one by one.
  • "We need approved procedures and proof of who signed them off." A DMS used for document control.
  • "We must keep records for seven years and prove we destroyed them on schedule." Records management features, in a DMS that has them or in a dedicated product.
  • "We scan thousands of invoices a day and route them into our ERP." Capture and process automation, which is ECM territory.
  • "We want one platform for documents, the intranet, the website, and case files." An ECM or content services suite.

Most organizations under a few hundred people land in the first three rows.

Where LocalDMS Sits

LocalDMS is a document management system, which also makes it an EDMS. It provides automatic version control with check-in and check-out, approval workflows with electronic signatures, role-based permissions, full-text search, and an audit trail, which are the functions needed for document control.

It is not an ECM suite. It does not include web content management or high-volume capture and extraction, and it is not positioned as a records management product. If your needs are in the last three rows of the list above, an ECM platform is the right category to evaluate.

LocalDMS runs on-premises on a Windows desktop or server, with a hosted option available. The Community Edition is free for up to 10 users. See the feature list or pricing.

Frequently Asked Questions

What is the difference between a DMS and an EDMS?

In practice there is none. EDMS adds the word "electronic", which dates from the time when document management could also mean paper filing. Today both terms describe software that stores, versions, secures, and retrieves electronic documents.

What is the difference between ECM and a DMS?

A DMS manages documents: files with versions, permissions, and approvals. ECM is a broader strategy and toolset for all of an organization's content, which can include scanned paper capture, records management, web content, email, and business process automation. A DMS is often one component of an ECM suite.

Is ECM still a current term?

It is still widely used, but in 2017 the analyst firm Gartner replaced it in its own research with the term "content services". Vendors and buyers use both. When comparing products, look at the capabilities listed instead of the label.

Is document control the same as document management?

No. Document management is the general practice of storing and organizing documents. Document control is a stricter discipline: documents must be reviewed and approved before release, only the current version may be in use, and every change must be traceable. A DMS with enforced versioning, approval workflows, and an audit trail can support document control.

Does a small business need ECM?

Usually not. Most small and mid-size organizations need to find documents, control versions, manage approvals, and show who did what. A document management system covers those needs. ECM suites are designed for large organizations managing many content types across many departments.

Sources

Document Management Without the ECM Overhead

The on-premises Community Edition is free for up to 10 users — no credit card required. A hosted cloud option is also available.