Four words, four promises
Brochures use these four words interchangeably. A “storage space” is sold as a DMS. A sync service is presented as a backup. Readers pay for one function and receive another. The simplest approach is to ask each word what promise it keeps.
Storage: the file has a place
Storage answers three questions. Where is the file? Who operates the service? How much space is left? A file server, a NAS or an online space provide storage. Storage says nothing about who can open the file, which version to trust, or what happens if it is deleted.
Sync: the local copy follows the place
Sync puts a copy of the folder on the computer or phone. You work offline, then the changes go back to the server and to the other devices. It is convenient. It is also a propagation mechanism: a deletion or a file encrypted by malware spreads in the same way as a correction. Sync is therefore not a backup.
Sharing: someone else has access, within a scope
Sharing decides who accesses what. Internally, it relies on the organization’s accounts: read, edit, reshare permission. Externally, it often goes through a link, which should have a password and an expiry date. Sharing answers the question “who.” It does not say which version is authoritative, or how long to keep the document.
DMS: the document has a workflow, an authoritative version, a retention period
A document management system (DMS) treats the file as a business record. It classifies it (folders and metadata, for example tags), routes it (upload, approval, filing), and keeps its version history and an audit trail. It lets you say which version is the right one and until when it is kept. The ISO 15489-1 standard provides the reference vocabulary for this discipline, records management: metadata, controls, responsibilities. An SME does not need to follow it to the letter. It helps ask the right questions.
At a glance
| Function | Question it answers | What it does not do |
|---|
| Storage | Where the file is, who operates the service | Permissions, reference version, going back in time |
| Sync | How to work on your devices, even offline | Protect against deletion or encryption: it spreads them |
| Sharing | Who has access, with which permissions, until when | Say which version is authoritative, set a retention period |
| DMS | Which workflow, which version, which retention period | Replace a separate backup, or provide evidential archiving on its own |
What you lose by choosing only one
A synced drive without permissions is not a DMS. Everyone sees everything. Files are named “quote_v3_final_OK.” Nobody knows which one was sent to the customer. When someone leaves, you have to guess which folders belonged to whom.
A DMS without a sync client pushes people toward attachments. If the tool is a pain to open from a computer or phone, teams download the file, edit it on their workstation and send it by email. The copy that matters leaves the DMS. The workflow exists on paper, no longer in practice.
Sharing without rules multiplies the doors. Links without an expiry date stay open for years after the project. A sensitive folder is shared “to save time.” Storage can be flawless while access no longer is.
Storage alone is fine for cold archives. Files consulted rarely, by few people, do not need co-editing. They need a safe place, strict permissions and a decided retention period.
Example: a supplier invoice and a draft memo
Hypothetical case. A thirty-person SME receives a supplier invoice by email. The same day, its managing director drafts an internal memo on the train.
The invoice needs a DMS. It is uploaded to the supplier invoices folder, tagged with the supplier’s name and the year, then sent to the person responsible for approving it. That person approves or rejects it. Once approved, the invoice is filed and retained. It commits the company: its retention period comes from the law, not from habit (see retaining and archiving documents).
The draft memo does not need one. It lives in the director’s personal space, synced to her computer so she can write it offline. The next day, she shares it read-only with two colleagues. No workflow, no legal retention period. If the memo becomes a decision, it moves to a team folder.
Both documents can live in the same tool. They do not use the same functions. That is what the choice must check.
Common mistakes
- Calling a shared folder a DMS. Without a workflow, a reference version and a retention period, it is file sharing, even if well organized.
- Believing sync is a backup. It copies deletions and hostile encryption. The difference is explained in versioning, replication and backup.
- Confusing a link with a permission. A link without a password or an expiry date gives access to anyone who receives it, including by forwarding.
- Buying a DMS without deciding on retention periods. The tool keeps what you put in it. It does not decide for you what must be kept or destroyed.
- Expecting the tool to classify everything by itself. A folder structure, tags and permissions are decided with the teams. The subject of AI is covered in AI and documents, without sending them outside.
How to tell what you are buying
Ask the provider five questions, and ask for the answers in writing.
- Storage: where are the files, backups and logs, and which company operates the service?
- Sync: which devices are supported, and what happens if a workstation deletes or encrypts a folder?
- Sharing: which permissions (read, edit, reshare), what protections on external links, what access log?
- DMS: can approval workflows be configured, how is version history read, what metadata or tags?
- Copies: is there a backup separate from the service, with what retention, and who restores it?
If a function is missing, it is not necessarily serious. You just need to know before the invoice from the previous section gets lost in a shared folder.
Frequently asked questions
Is a NAS or a file server a DMS?
No. It is storage, often with per-folder permissions. It generally has no approval workflow, no reference version and no retention rule. These functions can be added through organization, rarely through the tool.
Does sync protect my files?
It protects against the loss of a computer, not against deletion or ransomware, which it spreads. See versioning, replication and backup.
Does a ten-person company need a DMS?
It needs at least a workflow for documents that commit the company: invoices, contracts, personnel files. The rest can remain well-configured sharing. The practical settings are described in finding, tagging and routing a document.
Is a consumer online storage service enough?
It all depends on which of the four functions you really need, and on the question of location and operator. European options are compared in European alternatives to Google Workspace.
How do you sync your devices without copying everything everywhere?
By choosing which folders are synced, and leaving sensitive folders in the browser. See syncing Klytic Docs to your devices.
Where Klytic fits
Klytic Docs brings the four functions together in an instance dedicated to each customer: your files are not stored alongside those of any other customer. The customer is also the administrator of its own instance. Klytic adds support, maintenance, backup and security.
- Storage: a personal space and team folders, sized to your needs.
- Sync: computer (PC and Mac), phone and browser, including offline.
- Sharing: permissions per person and per group, password-protected links with an expiry date, two-factor authentication and an access log.
- DMS: classification by folders and tags, configurable approval workflows, version history, trash, search, co-editing in the browser. Online co-editing is provided for a limited number of users; support for a large number of users is subject to a specific quote.
Hosting is possible in any geographic area matching the applicable jurisdiction, subject to service availability, notably in Europe or Mauritius, or on the customer’s own servers. Details are on the Klytic Docs page.
What the offering does not promise: feature parity with SharePoint, automatic AI classification of documents as standard (customers can add an AI extension to their instance), or evidential archiving. Backup is a service separate from the DMS, described in security and backup. Klytic is not a SecNumCloud-qualified offering.
This page describes general concepts. It does not replace an analysis of your own document flows.
Sources
Consulted in October 2026.
- ISO 15489-1:2016, Information and documentation, Records management, Part 1: Concepts and principles. It sets the framework for records, their metadata and the controls that apply to them. iso.org
- CNIL, “Les durées de conservation des données” (Data retention periods): personal data is not kept indefinitely; the CNIL distinguishes active database, intermediate archiving and permanent archiving. cnil.fr
- Klytic, Klytic Docs page: dedicated instance, PC, Mac and mobile sync, links with password and expiry, versions, tags, approval workflows and the supplier invoice example. klytic.com
