Features

Define and manage records policies

Minimize risk in compliance, legal actions, and e-discovery by defining records policies that capture, identify, store, and dispose of files according to requirements.

Document Locator's built-in Records Policy Manager module enforces records management and document retention policies. Records managers and administrators can custom-tailor document actions and dispositions according to specific compliance and regulatory requirements.

Records policy manager details

Correctly identify documents as records and manage their life-cycle.
Comply with regulations such as Sarbanes-Oxley, HIPAA, and Basel II, etc.
Custom tailor records policies to meet regulatory and compliance requirements specific to your company’s needs.
Maintain an audit trail showing that records are stored, maintained, and disposed of according to defined policies.
Protect business records from accidental or unauthorized alteration, destruction or retention.
Assign records policies to folders and documents when they are created, imported, or moved.
Assign multiple records managers for different records policies.
Incorporate email records in records management procedures.