Get it—and keep it—together

Information management is critical to business success. Users must quickly find what they need, and organizations must manage risk. The RIM lifecycle starts with the capture and leads to eventual disposal or retention. Automation is critical, to avoid over-reliance on end users, and help compliance and records managers apply and enforce policies in bulk.

Whether you’re using Office 365, SharePoint, or a hybrid combo RIM can be a challenge due to limited information outcomes, lack of expertise, excessive user burden, no long-term preservation, lack of physical records support, limited auditing and reporting, and more.

Records Information Management Illustration
Uncover information

Uncover information

To determine which policies are required, first find out what you’ve got. Then, define policies to store, classify, retain, or dispose of information.

Capture & classify

Capture & classify

Automatically apply comprehensive classification schemes. User can use tags and terms to quickly find information, and admins and RMs can identify the right content for action.

Retain or dispose

Retain or dispose

Associate lifecycle management rules based on classification—including where content is stored, who has access, and retention period—to represent business needs with tech solutions

Report & enforce

Report & enforce

System admins, compliance officers, and RMs must maintain oversight to validate disposal or retention actions, track user behavior, and identify potential violations

Ss Records Information Management

Smooth records & information management

With the AvePoint approach, RIM is made easy, automated, and enforceable. Improve information quality for your users, and compliance for your privacy, security, and records teams.

Scan to start

Scan data across enterprise systems against regulatory policies and specific needs using heat maps to prioritize risks

Tag in-place

Native applications integrate to store and tag content in Office 365, file shares, and SharePoint, minus disruptions


Validate user-driven classification with scanning and automated action to correct classification or storage location


Drive enterprise classification and taxonomy to indicate security levels and associate proper info management policies


Move or migrate information to correct location—on-prem or Office 365—and to the right drive, site, library, or group

Retain or dispose

Record and retain, or delete, according to your dynamic classification and information lifecycle management rules

Prove compliance

Ongoing monitoring, auditing, detailed reporting, and incident tracking shows corrections, and improvement over time

Role-based reports

Highlight trends and risks from an intuitive reporting dashboard and export action reports to show ongoing progress

Records & Information Management Products


Intelligently archive and automate content lifecycle management for files, mail, items, conversations, and more, based on custom business rules.

Cloud Archiving

Archive, retain, or remove out-of-date content from Groups, SharePoint Online, and OneDrive for Business to optimize storage.

Cloud Governance

Implement an extensible Office 365 governance strategy that empowers users, is easy to maintain and scales as your organization adopts to the cloud.

Cloud Records

Manage Office 365 content and physical records together. Create and oversee classification schemes, and flexible retention and disposal rules.

Data Validation & Classification

Identify and map data as it flows through on-premises and cloud-based systems, prioritize what’s to be protected and from whom, and determine the data’s lifecycle.

File Share Archiver

Enable content lifecycle management for file shares. Move content to cool storage to cut costs, improve data quality, and maintain discoverability.

Governance Automation

Automate SharePoint and Office 365 lifecycle management—from provisioning to archiving, and more. Enable controlled release of new features to drive adoption and enforce policies.

Office Connect

Merge content from Microsoft Outlook, Office, and Windows File Explorer into SharePoint and Office 365. Enhance productivity with easy sharing and seamless integration.


Define, manage, and enforce classification, retention, and disposal policies for content and physical records.

We’re all about breaking records Just not your records management processes

Free Trial