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Records Management

Due to recent corporate scandals, records management policies and procedures have been brought to the forefront of the public eye. Organizations have an obligation to protect critical business information; at the same time, they need to enact records management practices to ensure document integrity. Failure to comply with document-centric regulations can result in costly and damaging penalties.

Records management software provides organizations with the ability to store business-critical information in a single repository for effective management and access to files. It assists your organization in addressing stringent legislative and regulatory requirements with extensive reporting tools, audit trails, security, and archive capabilities to protect document integrity.

Implementing records management technology within your organization allows users to easily access corporate data while protecting it against unauthorized access, manipulation, or destruction of files. Records document management software also provides the ability to oversee all records stored within a system and apply record-keeping procedures in accordance with corporate policies. By using these tools, organizations are able to ensure electronic data integrity while complying with legislative and regulatory requirements. Records process management ensures consistency, protects corporate images, and streamlines procedures.

DocFinity® and Electronic Records Management (ERM)

The DocFinity suite offers users the ability to tie records management capabilities into document management and workflow technology, allowing organizations to address enterprise challenges with a single solution. With DocFinity, users can integrate document and records management and manage document lifecycles electronically. They can prevent lost records, as well as:

  • Establish audit trails
  • Set up retention periods
  • Complete move and purge functions
  • Standardize business processes
  • Manage paperless records digitally
  • Annotate documents
  • Automate information lifecycle management
  • Create a centralized repository of content
  • Establish disaster recovery methods
  • Manage all types of documents and records, including host-generated reports, email messages, faxes, and images
  • Ensure document integrity
  • Comply with corporate regulations
  • Access information securely from any standard Web browser

Products available in the DocFinity suite that can assist your organization in achieving these objectives include HSM, Email Manager, COLD-ERM, and IntraVIEWER®.

For additional information regarding the DocFinity records management solution, please contact us.

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“The DocFinity Suite allows us to process documents quickly and effectively while making searching and retrieval a breeze.”

~ Karl Heugel, Michigan Millers Mutual Insurance Company

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