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.

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.

View reports through a dashboard that displays number of managed items, destroyed records, outstanding tasks, and more.