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Content Management Suite

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Records Management
Efficiently manage documents’ lifecycle

Records Management
Efficiently manage documents’ lifecycle

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  • Records Management - Efficiently manage documents lifecycle solution

After capturing paper and digital data assets, you need to transform it into application-ready information

After capturing paper and digital data assets, you need to transform it into application-ready information

Considering the existence of thousands of records, which continuously grow, it’s absolutely critical that your organization stores the ones it really needs and retrieves it in the right moment, while considering compliance, security and auditing issues. After capturing paper and digital data assets, you need to transform it into application-ready information for your line-of-business processes and for better decision-making.

With our Records Management web-based platform you are able to easily store, retrieve and preserve data assets, from a single place, while providing role-based permissions to your teams.

Due to seamless integration functionalities users can access documents without having to leave in-house business applications (ERP, CRM, others), creating one ecosystem for more unified records management. All of this with reduced security risks, compliance with regulations and content management standards.

Unified Records Management software

Unified Records Management software

Unified Records Management software

  • STREAMLINE ACCESS TO INFORMATION

    Seamless integrations with Lob applications (ERP, CRM) and interoperability with other systems via web services provides a repository for records management. With advanced search capabilities allows to instantly identify the exact document, regardless of the volume of records you’re searching.

  • INCREASED SECURITY AND CONTROL OF INFORMATION

    Secure access to documents and facilities with active directory authentication. Our solution works with database encryption guaranteeing the data privacy and accessibility. We are certified also according to ISO/IEC 27001:2013 standards.

  • EASY FIND AND MATCH DATA RECORDS

    With our centralized knowledge base, find documents based on metadata content search or status. Also, associate digital content/electronic documents with physical records as metadata.

  • UNIFORMED PHYSICAL AND DIGITAL DOCUMENTS

    Consolidate the physical and electronic records of your organization and get a holistic overview of the data assets throughout your organization, regardless of file type in a single repository.

  • REDUCED RISKS

    Build an accessible, secured and logged knowledge management vault. Prevent missing or lost records and ensure information integrity. Mitigate risks from business continuity and disaster recovery plans.

  • COMPLIANCE WITH LEGAL, DATA PROTECTION AND SECURITY STANDARDS

    Efficient document retention management policy for both physical and electronic records, configured for each document type with notifications for scheduled document destruction. Use document check-in and check-out, implement data retention and management rules. With audit trail investigate and ensure defensible deposition of your processes.

Take a closer look into our Records Management solution

Take a closer look into our Records Management solution

Digital Transformation requires more
than digitizing

Learn more

Sign up for a Records Management
demo today

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Client Testimonials

“Organizations that automate identification, routing and extraction of data are able to speed up their processes and cut operational costs by dramatically reducing, if not eliminating, labor-intensive document preparation, data entry, and validation tasks.”

Ricardo LopoService Line Manager with Zurich Insurance

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