Records Policies

Define and manage records policies

Document Locator’s built-in Records Policy Manager 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 management

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

Records policy manager details

  • Correctly identify documents as records and manage their life-cycle.
  • 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.

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Records management datasheet

Create and implement custom-tailored records management policies that address compliance, regulatory, and legal obligations for the control, access and disposition of information.Get Datasheet »


Manage files according to compliance and regulatory standards across a range of areas.Learn More »

Records management software

Capture, identify, store, and dispose of business records according to policies with records management software.Learn More »

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Be ready for the next audit.

Be ready for the next audit

Automate document control procedures to comply with quality and compliance standards including ISO, FDA, HIPAA, and more.
HR files under control

Employee files under control

Manage employee files, automate workforce procedures, take command of forms, policies, and more.
Project file management

Structured project files

Automate project folder creation, document reviews and approvals, track status over time, and monitor activity through reports.
Manage business operations

Automate business processes

Automate the flow of documents and information to define, optimize, and control repeatable business processes.

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Take the first step towards streamlining your processes and enhancing collaboration with Document Locator. Request a demo today and discover how our document control solution can help your organization.

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