View and manage a SharePoint environment to find out what you’ve got, where it is, who has access, and the risk level.
Oversee your information outcomes, report on all actions performed, and manage a classification scheme or taxonomy.
Manage information lifecycles and associate outcomes with business rules to remove, retain, archive or destroy content.
One interface for all
Configure and manage classification schemes, retention and disposal rules, reporting, and physical records.
Apply rules to content—either ad-hoc or automatically—using any combination of metadata to drive lifecycle actions and outcomes.
Fast insights access
Proactively monitor user actions with out-of-the-box reporting, and interrogate audit trails.
Let’s get physical
Manage physical records alongside your electronic Office 365 content. Make requests, keep track, and react.
Get quick answers to top-of-mind questions through a graphical dashboard that’s designed for Records Managers.
Manage a classification scheme or file plan, or apply multiple rules to a single classification and set term expiration.
View settings, choose to apply an entire term set, subset of a term or set, or default term to an Office 365 location.
Retention & disposal
Build business rules to manage an information lifecycle. Use action or date-based triggers or metadata to drive rules.
Choose your rule
Delete, retain, declare, or export content based on business rules. Configurable rules will automatically react.
Records Managers will be able to proactively manage information outcomes with comprehensive out-of-the-box reporting.
Audit records actions
Interrogate audit trails of actions performed on an item, or by a specific user to ensure and document record integrity.
Request existing files or create new ones. Maintain oversight and perform space management activities with reporting.
View reports through a dashboard that displays number of managed items, destroyed records, outstanding tasks, and more.
Easy for users
Fully automate records rules with manual approval or run them with user or business owner input. Whatever your organization requires, we'll give you the level of automation you need.
Even easier for RMs
Built by Records Managers, for Records Managers. Don’t sift through multiple Office 365 interfaces to achieve your policy goals or hope end users make the right decisions.
Servers get SaaS-y
Cloud Records is a SaaS application, 100% hosted in Microsoft Azure. No installs or servers, and updates are automatic so you’re always up-to-date on Microsoft’s latest features.