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Best Practices Guide: Records Management for Office 365
Information Management Frameworks and Solutions for Office 365, SharePoint and Hybrid Environments
Records management for Microsoft 365, redefined.
You’ve got records management duties. AvePoint’s got SaaS solutions. Don’t burden Records Managers and end users with basic tasks. Let Cloud Records handle your physical records alongside electronic Microsoft 365 content—from creation to elimination—while adhering to record retention policies and regulations.
Capture
View and manage a SharePoint environment to find out what you’ve got, where it is, who has access, and the risk level.
Manage
Oversee your information outcomes, report on all actions performed, and manage a classification scheme or taxonomy.
Dispose
Manage information lifecycles and associate outcomes with business rules to remove, retain, archive or destroy content.
Cloud Records is powered by AvePoint Cloud
Learn about AvePoint CloudYour Microsoft 365 records, ruled
Apply automated business rules to manage your Microsoft 365 content, Exchange Online and physical records—from creation, to classification, and retention—to achieve compliance without user intervention. Maintain oversight with built-in reporting and auditing, all from our SaaS application.
One interface for all
Configure and manage classification schemes, retention and disposal rules, reporting, and physical records.
Flexible rules
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 Microsoft 365 content. Make requests, keep track, and react.
Management dashboard
Get quick answers to top-of-mind questions through a graphical dashboard that’s designed for Records Managers.
Ease the Microsoft 365 workload for your records manager
Provide your Records Managers an intuitive, fit-for-purpose, single-pane-of-glass interface to do their jobs. Cloud Records brings order to SharePoint Online and Exchange Online while removing the burden of traditional records management.
Content Classification
Manage a classification scheme or file plan, or apply multiple rules to a single classification and set term expiration.
Taxonomy Management
View settings, choose to apply an entire term set, subset of a term or set, or default term to an Microsoft 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.
Reporting
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.
Physical records
Request existing files or create new ones. Maintain oversight and perform space management activities with reporting.
Data Visualization
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 Microsoft 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.
Just for the record... AvePoint Cloud Records is the best
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