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.
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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Be ready for the next audit
Automate document control procedures to comply with quality and compliance standards including ISO, FDA, HIPAA, and more.
Employee files under control
Manage employee files, automate workforce procedures, take command of forms, policies, and more.
Structured project files
Automate project folder creation, document reviews and approvals, track status over time, and monitor activity through reports.
Automate business processes
Automate the flow of documents and information to define, optimize, and control repeatable business processes.
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