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Manage a classification scheme or file plan, or apply multiple rules to a single classification and set term expiration
View settings, apply an entire term set, subset of a term or set, or default term to an Office 365 or SharePoint location
Build business rules to manage an information lifecycle using action- or date-based triggers, or metadata to drive rules
Reduce risk by disposing of content that’s outdated, duplicated, or no longer needed
One interface for all
Automatically configure and manage a classification scheme, apply retention and disposal rules, and apply terms
Build business rules automatically or ad-hoc to determine action- or date-based lifecycle outcomes, using any metadata
Fast insights access
Proactively report on actions performed by a user with out-of-the-box reporting and interrogate audit trails of action
Let’s get physical
Manage physical records alongside your electronic content. Make requests, keep track, and react
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 and drive them with action- or date-based triggers or metadata
Choose your rules
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
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.
Easy for users
Fully automate Records rules with manual approval or run them with user or business owner input. Whatever your organization requires, we 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 just hope end users to make the right decisions.
Records can be deployed on-premises, or in Azure to support hybrid deployments. We’re committed to support the latest Microsoft releases, fast—so you never have to wait for compatibility.
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