Cloud Records Panel 11

Don’t just manage your content, command it.

Organizations worldwide are moving to the cloud in pursuit of digital collaboration, IT agility, and on-the-go access. But digital transformation inherently leads to content sprawl, which brings with it a greater exposure to risk, increased compliance challenges, and rising storage costs. No matter where you are in your journey to the cloud, a comprehensive information management strategy is critical to achieving operational efficiency and compliance.

WATCH: Cloud Records in Action
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Your information is an asset. Turn it into an advantage.

    Improve access and accuracy

    Manage information lifecycles, not end users

    You’ve got records management duties, we’ve got SaaS solutions. Easily automate business rules to manage your entire content lifecycle—from creation to classification and retention. Control your content from a centralized command center, managing electronic content from Microsoft 365, SharePoint on-premises, Exchange Online, social media, and file systems directly alongside physical records.


    Apply information classification directly to content automatically, with no need for end user involvement

    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

    Decrease storage spend

    Is your content reaching a record high?

    Many organizations have seen their data volume grow significantly in recent years as they adopted collaboration solutions and remote work became the norm. Reduce data storage costs and mitigate overage fees by configuring and managing classification schemes and applying automated retention and disposal rules. Manage content that has been moved to a supported archival repository, including Azure Blob, Amazon S3, DropBox, and Box.


    Apply default retention and disposal outcomes to records based on business-defined criteria

    Proactively mitigate increases in data-related storage costs

    Maintain oversight with built-in reporting and auditing

    We've got you covered

    Ensure compliance with regulatory or organizational standards

    Reviewed and certified by leading global authorities, Cloud Records is built to achieve compliance with your company’s own policies as well as rapidly changing regulatory requirements at the local, state, and federal level. Rest easy knowing that you’re not holding on to too much—or too little—information, which means less risk of fines, brand injury, loss of assets, litigation, and exposure.


    Classify content correctly, allowing proper lifecycle policies to be followed

    Dispose of unnecessary content in a defensible way

    Advanced search makes finding information for access requests quick and easy

    Manage information, not end users

    Drive productivity and a better user experience

    Give your end users a better experience by lifting the burden of information management off their shoulders. Plus, with no need for employees to spend time searching for data or re-creating content that can’t be found, you’ll see productivity gains, as well. Empower users to find the information they need quickly so they can get right back to the task at hand.


    Save time with automated content classification

    Remove traditional information management tasks from end users by using automated actions

    Save content easily and efficiently with Office and email integration tools

    Prove progress

    Keep an eye on your content with built-in reporting

    Streamline your information management with a single-pane-of-glass solution that manages electronic and physical content from a simple, intuitive interface. Get quick answers to top-of-mind questions through a graphical dashboard that’s designed for Records Managers, by Records Managers. Enable security-trimmed search results and reporting with delegated administration.


    Centralized dashboard gives you greater transparency and control

    Proactively monitor user actions with out-of-the-box reporting, and interrogate audit trails.

    Control admin oversight with role-based access and security trimming of content repositories

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Built with your legislative and regulatory compliance standards in mind

Cloud Records is purpose-built to assist organizations in meeting global regulatory requirements, from international standards to local legislation and laws, as well as your company's own policies. Backed by AvePoint’s powerful security and governance framework, our intuitive SaaS solution takes the guesswork out of keeping up with the ever-changing compliance landscape.

CASE STUDY: Cardinia Shire Council
FedRAMP (moderate) Authorized (US)

U.S. public sector entities that are in a Microsoft GCC or GCC-High instance can take advantage of our FedRAMP (moderate) Authorized solutions including Cloud Records.

Information Security Registered Assessors Program (IRAP) (AUS)

We have had our AOS platform IRAP assessed including Cloud Records to a protected level making it easier for departments to onboard their solutions with confidence that they meet a high-security standard.

Victorian Electronic Records Strategy (VERS) (AUS)

The Public Office of Victoria (PROV) has certified that government agencies and enterprise customers alike can leverage Cloud Records and has deemed it a VERS compliant solution.

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Inspired information management, no matter the industry

While some may think that records management is only critical for regulated businesses, in fact, an advanced information management strategy is a universal need. Smart and scalable, AvePoint Cloud Records easily adapts to your industry-specific requirements. Maintain oversight with built-in reporting and auditing, all from our SaaS application.


Governments around the world have a responsibility to create, maintain, and keep records of long-term value. Meet those information management requirements with a solution tailored to your specific needs.


Industries subject to U.S. Food and Drug Administration regulation must comply with the FDA’s Part 11 Electronic Records; Electronic Signatures – Scope and Application, which provides clear requirements for records and information management. Take control of your data with audit trails, record retention, and ongoing oversight.


International standards like ISO 90001 and ISO 27001 all contain requirements relating to information management. From capture and classification to defensible disposal, Cloud Records helps you meet your requirements.

Financial Services

Subject to stringent information management regulations set forth by the U.S. Securities and Exchange Commission (SEC), Financial Industry Regulatory Authority (FINRA), and the Commodity Futures Trading Commission (CFTC), FinServ entities can take control of their compliance activities with Cloud Records.


Educational institutions typically follow their local government’s relevant information management protocols, with some jurisdictions having sector-specific requirements. Built with flexibility in mind, Cloud Records empowers you to meet your challenges in a way that works for you.


Energy regulations can be wide and varying, including standards published by organizations such as the Federal Energy Regulatory Commission (FERC) and the North American Electric Reliability Corporation (NERC). Customize Cloud Records to suit your compliance requirements.

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Make your information work for you

With Cloud Records, your Records Manager can manage information lifecycles, not end users. Optimize their productivity with a purpose-built single-pane-of-glass interface. Cloud Records brings order to SharePoint Online and Exchange Online while removing the burden of traditional records management.

WATCH: The Invisible Superhero

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 a Microsoft Office 365 location.


Build business rules to manage an information lifecycle. Use action or date-based triggers or metadata to drive rules.


Delete, retain, declare, or export content based on business rules. Configurable rules will automatically react.


Manage outcomes with built-in reporting. Dashboards display number of managed items, destroyed records, outstanding tasks, and more.


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.


Delegate permissions to defined users with different content repository management access based on business requirements.

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Maintain Governance and Information Integrity During a Digital Transformation

The COVID-19 pandemic accelerated the need for businesses to enable hybrid and remote work. As cloud-based collaboration solutions have proliferated, records and information management practices must evolve accordingly. Learn how to navigate common records compliance requirements, create retention and disposal schedules, and ensure secure information management.

Free eBook
Microsoft 365 Records Management Roadmap

Plan, execute, and manage a migration to a digitally centered Microsoft 365 records management system.

AvePoint Cloud Records vs. Microsoft 365 Purview

Learn how Cloud Records enhances M365 Purview's native functionality.

4 Strategies for Cloud Storage Optimization 

Discover how to maximize your Microsoft 365 investment without maxing out your storage costs


Just for the record...

AvePoint Cloud Records is the best