electronic records Archives - Zasio https://zasio.com/tag/electronic-records/ Digital Records Management Software Tue, 28 Apr 2026 16:04:43 +0000 en-US hourly 1 https://wordpress.org/?v=6.9.4 https://zasio.com/wp-content/uploads/2023/05/cropped-zasiopurplefavicon-32x32.png electronic records Archives - Zasio https://zasio.com/tag/electronic-records/ 32 32 How Does Versatile ERM Compare to Microsoft Purview™? See the Difference. https://zasio.com/versatile-vs-purview-erm-comparison/ https://zasio.com/versatile-vs-purview-erm-comparison/#respond Thu, 14 Aug 2025 18:36:06 +0000 https://zasio.com/?p=7128 Versatile 2025 with Electronic Records Management (ERM) was designed from the ground up to manage the full lifecycle of electronic records, with the flexibility, protection, and control that modern organizations need. When organizations evaluate electronic records management solutions, the choice often comes down to purpose-built systems versus adapted collaboration tools. But there are important differences. Here’s how Versatile (designed specifically for records lifecycle management) compares to Microsoft 365® Purview™.* ✅ True hierarchical classification vs. Purview’s workaround using Adaptive Policy Scopes. Versatile supports multi-level hierarchical record classifications (e.g., business function, sub-function, record type, sub-type). Purview offers no default hierarchical structure for labels or policies, but hierarchies must be mimicked using Adaptive Policy Scopes. 📘Learn More ✅ Editable retention categories: Versatile lets you modify retention settings as your needs evolve. Purview locks in many properties such as name and scope once created. 📘 Info ✅ Flexible retention triggers: In Versatile, you define retention triggers based on any of the standard date fields. Purview allows creation date, last modified date, and label application date by default, but an advanced license is required to customize event triggers. 🔗 Info ✅ Automatic policy inheritance: Versatile applies retention policies to folders, which are automatically inherited by documents within the folder. Microsoft Purview requires […]

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]]> Versatile 2025 with Electronic Records Management (ERM) was designed from the ground up to manage the full lifecycle of electronic records, with the flexibility, protection, and control that modern organizations need.

When organizations evaluate electronic records management solutions, the choice often comes down to purpose-built systems versus adapted collaboration tools. But there are important differences.

Here’s how Versatile (designed specifically for records lifecycle management) compares to Microsoft 365® Purview™.*

✅ True hierarchical classification vs. Purview’s workaround using Adaptive Policy Scopes. Versatile supports multi-level hierarchical record classifications (e.g., business function, sub-function, record type, sub-type). Purview offers no default hierarchical structure for labels or policies, but hierarchies must be mimicked using Adaptive Policy Scopes. 📘Learn More

✅ Editable retention categories: Versatile lets you modify retention settings as your needs evolve. Purview locks in many properties such as name and scope once created. 📘 Info

✅ Flexible retention triggers: In Versatile, you define retention triggers based on any of the standard date fields. Purview allows creation date, last modified date, and label application date by default, but an advanced license is required to customize event triggers. 🔗 Info

✅ Automatic policy inheritance: Versatile applies retention policies to folders, which are automatically inherited by documents within the folder. Microsoft Purview requires manually applying retention to records unless you pay for advanced licenses. 🔍Read the Doc

✅ Proactive notifications: Versatile automatically alerts you when records are eligible for destruction while Purview requires an upgraded subscription. 🔗Learn More

✅ Built-in disposition workflow: Versatile includes a review and approval process out of the box. Purview requires premium licensing. 🔗Info

✅ Unified retention management: Versatile applies retention across SharePoint, OneDrive, Versatile folders, third-party repositories, and even physical records (all from one place). Purview, with an advanced license, allows the creation of file plans as a work-around for physical records management. 🛠️Tech Specs It also allows importing of third-party data using data connectors, but there’s no “manage-in-place” option. 🛠️Tech Specs

Versatile was specifically designed with records lifecycle management in mind, unlike other content management systems that prioritize collaboration and storage, usually leaving retention and disposition as afterthoughts. Versatile is straightforward to configure and manage, with expert help to guide you along the way.

Ready to see the difference? Contact Zasio today! connect@zasio.com

*Microsoft 365 and Purview are trademarks of Microsoft Corporation.

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]]> https://zasio.com/versatile-vs-purview-erm-comparison/feed/ 0 Zasio Announces Major Records Management Software Update: Versatile 2025 https://zasio.com/zasio-versatile-2025-records-management-software/ https://zasio.com/zasio-versatile-2025-records-management-software/#respond Tue, 08 Oct 2024 14:52:10 +0000 https://zasio.com/?p=5252 Zasio, a global innovator in B2B information governance and records management solutions, is excited to announce Versatile 2025, our most powerful update yet. Versatile 2025 includes all of Zasio’s industry-changing information governance solutions under a single umbrella suite, including physical records management, electronic records management and retention schedule management. The new update introduces numerous key features, including Zasio’s new Advanced Records Management Module and a new artificial intelligence assistant, (Built with Llama), which makes it easier than ever to search for records retention regulations. “We are proud to welcome the next major release of Versatile,” said Kevin Zasio, Founder and CEO of Zasio Enterprises. “Versatile 2025 is a testament to our commitment to technology, innovation and providing top-of-the-line information governance solutions.” The update also provides users with direct access to our expert in-house Records Information Management (RIM) Consultants and a direct interface to our Customer Portal, where customers can communicate directly with our support team and easily access online training videos.   “It’s difficult to convey the scope of this project,” said Warren Bean, Zasio’s Vice President of Technology and Product Development. “We’re taking 37 years of development, with all its depth and complexity, and adapting it to a modern […]

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]]> Zasio, a global innovator in B2B information governance and records management solutions, is excited to announce Versatile 2025, our most powerful update yet.

Versatile 2025 includes all of Zasio’s industry-changing information governance solutions under a single umbrella suite, including physical records management, electronic records management and retention schedule management.

The new update introduces numerous key features, including Zasio’s new Advanced Records Management Module and a new artificial intelligence assistant, (Built with Llama), which makes it easier than ever to search for records retention regulations.

“We are proud to welcome the next major release of Versatile,” said Kevin Zasio, Founder and CEO of Zasio Enterprises. “Versatile 2025 is a testament to our commitment to technology, innovation and providing top-of-the-line information governance solutions.”

The update also provides users with direct access to our expert in-house Records Information Management (RIM) Consultants and a direct interface to our Customer Portal, where customers can communicate directly with our support team and easily access online training videos.

 

“It’s difficult to convey the scope of this project,” said Warren Bean, Zasio’s Vice President of Technology and Product Development. “We’re taking 37 years of development, with all its depth and complexity, and adapting it to a modern interface that works for cloud and on-prem deployments, while also ensuring existing users don’t have to re-learn an entirely new system.”

Visit us at ARMA InfoCon in Houston, Texas Oct. 13-16, where we will introduce Versatile 2025.

“I am proud of our team’s dedication and hard work providing this significant update for our customers,” Zasio said.

Building on the success of Versatile 2023, Versatile 2025 is Zasio’s next major update to the company’s industry-leading information and compliance platform.

Questions? Visit Zasio.com or email connect@zasio.com for details.

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]]> https://zasio.com/zasio-versatile-2025-records-management-software/feed/ 0 Making Every User a Records Manager https://zasio.com/zasio-virtual-coffee-electronic-records-2/ https://zasio.com/zasio-virtual-coffee-electronic-records-2/#respond Mon, 28 Aug 2023 18:23:18 +0000 https://wordpress-140425-3498808.cloudwaysapps.com/?p=1681 By Zasio Staff In a records management dream world, every user would think like a records manager—understanding the value of records, planning for retention and disposition, and being mindful of compliance requirements. But the reality is that everyone has their job to do and records management is an add-on requirement. In the spirit of “Doing More with Less,” this webinar will attempt to find harmony between the dream world and reality by giving you tools to deputize everyday users into the records manager role without adding to their burden. If that sounds too good to be true, join us and check it out for yourself. To help us meet this challenge we’ve enlisted the experience and expertise of Howard Ross, vice president and senior operations manager at United Bank. Making Every User a Records Manager Update: This webinar has been held! You can register to view a recording.

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]]> By Zasio Staff

In a records management dream world, every user would think like a records manager—understanding the value of records, planning for retention and disposition, and being mindful of compliance requirements. But the reality is that everyone has their job to do and records management is an add-on requirement. In the spirit of “Doing More with Less,” this webinar will attempt to find harmony between the dream world and reality by giving you tools to deputize everyday users into the records manager role without adding to their burden. If that sounds too good to be true, join us and check it out for yourself.

To help us meet this challenge we’ve enlisted the experience and expertise of Howard Ross, vice president and senior operations manager at United Bank.

Making Every User a Records Manager

Update: This webinar has been held! You can register to view a recording.

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]]> https://zasio.com/zasio-virtual-coffee-electronic-records-2/feed/ 0 Virtual Coffee with Consulting: Practical Strategies for Managing Electronic Records https://zasio.com/zasio-virtual-coffee-electronic-records/ https://zasio.com/zasio-virtual-coffee-electronic-records/#respond Thu, 22 Jun 2023 19:35:55 +0000 https://wordpress-140425-3498808.cloudwaysapps.com/?p=815 You’ve spent months developing, reviewing, revising, and approving a glorious retention schedule. Now what? How do you turn that policy into consistent practice? In this session of Virtual Coffee, Zasio’s own Warren Bean will join the conversation to offer practical tips on applying retention rules to various types of electronic repositories (even the slippery ones such as email, cloud drives, and messaging platforms). Warren will explain a process he developed to analyze the nature of records and the capabilities of repositories to help strategize the best approach for retention management. UPDATE: This session has already been held! Register to watch the June 20 Virtual Coffee! 

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]]>

You’ve spent months developing, reviewing, revising, and approving a glorious retention schedule. Now what? How do you turn that policy into consistent practice?

In this session of Virtual Coffee, Zasio’s own Warren Bean will join the conversation to offer practical tips on applying retention rules to various types of electronic repositories (even the slippery ones such as email, cloud drives, and messaging platforms). Warren will explain a process he developed to analyze the nature of records and the capabilities of repositories to help strategize the best approach for retention management.

UPDATE: This session has already been held! Register to watch the June 20 Virtual Coffee! 

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]]> https://zasio.com/zasio-virtual-coffee-electronic-records/feed/ 0 Paper: Scan It or Store It? https://zasio.com/paper-records-scan-digitalize-webinar/ https://zasio.com/paper-records-scan-digitalize-webinar/#respond Thu, 22 Jun 2023 18:58:02 +0000 https://wordpress-140425-3498808.cloudwaysapps.com/?p=712 It’s the 21st Century and we’re still managing paper? Why don’t we just scan it all and get rid of the boxes? No doubt you’ve heard these questions before, or perhaps even said them yourself. In this webinar, we’ll dive into this question to see if you can actually get rid of those paper records—whether digitizing is possible, practical, and preferred. Joining us to provide real-world insights and expertise will be Lisa McClurg of Cisco Systems. More about our guest presenter: As the Operations Manager on the Enterprise Records and Information Management team (“ERIM”), Lisa is primarily responsible for vendor account management covering 120 markets in 90+ countries, the global records inventory application, and Enterprises Record Retention Schedule. She works cross functionally with teams providing policy and process guidance on ILM (information lifecycle management) to reduce risk and provide them with best practices on policy and data management. Any day she might engage with HR on proper storage of paper records in a country, work with a vendor on an SOW for a packing and scanning project, advise a business owner and their IT team on retention for the data in an application, or give a newly acquired company details […]

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]]> It’s the 21st Century and we’re still managing paper? Why don’t we just scan it all and get rid of the boxes?

No doubt you’ve heard these questions before, or perhaps even said them yourself. In this webinar, we’ll dive into this question to see if you can actually get rid of those paper records—whether digitizing is possible, practical, and preferred. Joining us to provide real-world insights and expertise will be Lisa McClurg of Cisco Systems.

More about our guest presenter:

As the Operations Manager on the Enterprise Records and Information Management team (“ERIM”), Lisa is primarily responsible for vendor account management covering 120 markets in 90+ countries, the global records inventory application, and Enterprises Record Retention Schedule. She works cross functionally with teams providing policy and process guidance on ILM (information lifecycle management) to reduce risk and provide them with best practices on policy and data management.

Any day she might engage with HR on proper storage of paper records in a country, work with a vendor on an SOW for a packing and scanning project, advise a business owner and their IT team on retention for the data in an application, or give a newly acquired company details on the ERIM policy and the proper management of their records.

She is a CIP (Certified Information Professional) and holds the CIPP/US and CIPM designations.

She and the other members of the ERIM team are working to enable Cisco to discover, value and take control of their information.

Note: This webinar has previously been held! Watch the recording HERE.

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]]> https://zasio.com/paper-records-scan-digitalize-webinar/feed/ 0 Digitizing Records Considerations for RIM Professionals https://zasio.com/considerations-digitizing-records/ https://zasio.com/considerations-digitizing-records/#respond Tue, 23 May 2023 19:51:20 +0000 https://wordpress-140425-3498808.cloudwaysapps.com/?p=318 The post Digitizing Records Considerations for RIM Professionals appeared first on Zasio.

]]>

Considerations When Digitizing Records

A recent survey of over 500 records and information management (RIM) professionals revealed decision makers are intrigued by the benefits of transforming physical records into digital.[1] This is not surprising given technology’s influence on society.

With digital records, however, come several issues that RIM professionals should consider: (1) identifying documents that may be kept in electronic form; (2) specifications or conditions of electronic records; and (3) security measures that are in line with a record’s content medium. Navigating these issues can be difficult. Nonetheless, businesses must consider the implications of records digitalization.

Documents That May be Kept in Electronic Form

In the United States, the Electronic Signatures in Global and National Commerce Act created the general rule recognizing electronic signatures, contracts, and other records in or affecting interstate or foreign commerce.[2] With this general rule, there are some specific exceptions that do not recognize the digitalization of information. These include the cancellation or termination of utility services, product recalls or failures, cancellation or termination of health or life insurance benefits, and transportation or handling of hazardous materials like pesticides.[3] Determining what documents you can keep electronically is a strategic first step when transitioning to digital records.

Specifications For Digitalized Records

Ensuring specifications surrounding digitalized documents is another critical consideration when digitizing documents. For example, Hawaii requires computed tomography x-ray system licensees to retain images of spot checks in “digital form on a storage medium compatible with the computed tomography x-ray system.”[4] Another example is a federal provision requiring prescription drug licensees that maintain or transmit electronic records within closed systems to “employ procedures and controls designed to ensure the authenticity, integrity, and, when appropriate, the confidentiality of electronic records. . . .”[5] The procedures and controls required to be implemented include but are not limited to the ability to generate accurate and complete copies in physical and electronic form, as well as ensure that record changes do not obscure information that was previously recorded.[6]

Security Measure Considerations

Given the increasing number of consumer privacy laws, information security is a growing concern for businesses. For example, the CPRA amendments in California provide:

[a] business that owns, licenses, or maintains personal information about a California resident shall implement and maintain reasonable security procedures and practices appropriate to the nature of the information, to protect the personal information from unauthorized access, destruction, use, modification, or disclosure.[7]

The method used to protect information can vary depending on the medium in which the information is kept. Reasonable security measures for physical files often include lock and key or security cameras, but for electronic information include encryption and malware protection. What is reasonable may depend a lot on the type of information and the circumstances of its use, and a business should not overlook the necessary security adjustments that follow.

Conclusion

The transition from physical to digital information retention can be appealing for reasons such as a decreased administrative burden. It is essential, however, to understand the landscape of implications surrounding this transition, and this article discusses but a few. When weighing such a transition, don’t let the positives cause you to ignore these implications.

[1] Access, Access Releases Results of 2023 State of the Records & Information Management Industry Survey — Highlighting Trends on Challenges, Key Initiatives, Planned Investments, and More, (last accessed May 8, 2023)  https://www.accesscorp.com/press-coverage/access-releases-results-of-2023-state-of-the-records-information-management-industry-survey-highlighting-trends-on-challenges-key-initiatives-planned-investments-and-more/.

[2] 15 USCS § 7001 (a) (2023).

[3] See 15 USCS § 7003 (a), (b) (2023).

[4] Haw. Code R. § 11-45-1 (2023).

[5] See 21 CFR 203.60 (2023); 21 CFR 11.10 (2023).

[6] Id.

[7] Cal. Civ. Code § 1798.81.5 (b) (2023)

Disclaimer: The purpose of this post is to provide general education on Information Governance topics. The statements are informational only and do not constitute legal advice. If you have specific questions regarding the application of the law to your business activities, you should seek the advice of your legal counsel.

Author: Brandon Tuley, JD, CIPP/E

Author: Brandon Tuley, JD, CIPP/E

Analyst / Licensed Attorney

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]]> https://zasio.com/considerations-digitizing-records/feed/ 0 Virtual Coffee with Consulting: Practical Strategies for Managing Electronic Records https://zasio.com/zasio-practical-strategies-managing-electronic-records/ https://zasio.com/zasio-practical-strategies-managing-electronic-records/#respond Fri, 19 May 2023 19:55:29 +0000 https://wordpress-140425-3498808.cloudwaysapps.com/?p=323 So, you’ve spent months developing, reviewing, revising, and approving a glorious retention schedule. Now what? How do you turn that policy into consistent practice? In this session of Virtual Coffee, Zasio’s own Warren Bean will join the conversation to offer some practical tips on applying retention rules to various types of electronic repositories, even the slippery ones like email, cloud drives, and messaging platforms. Warren will walk us through a process he developed to analyze the nature of records and the capabilities of repositories to help strategize the best approach for retention management. We usually get quite a few questions during Virtual Coffee sessions, so if you have specific electronic records management topics you want to hear about or questions you would like us to cover, please send them in advance to connect@zasio.com. We will also do our best to answer questions live during the webinar. What: Virtual Coffee with Consulting: Practical Strategies for Managing Electronic Records When: Tuesday, June 20, 9 a.m. Register: HERE.

The post Virtual Coffee with Consulting: Practical Strategies for Managing Electronic Records appeared first on Zasio.

]]> So, you’ve spent months developing, reviewing, revising, and approving a glorious retention schedule. Now what? How do you turn that policy into consistent practice?

In this session of Virtual Coffee, Zasio’s own Warren Bean will join the conversation to offer some practical tips on applying retention rules to various types of electronic repositories, even the slippery ones like email, cloud drives, and messaging platforms. Warren will walk us through a process he developed to analyze the nature of records and the capabilities of repositories to help strategize the best approach for retention management.

We usually get quite a few questions during Virtual Coffee sessions, so if you have specific electronic records management topics you want to hear about or questions you would like us to cover, please send them in advance to connect@zasio.com. We will also do our best to answer questions live during the webinar.

What: Virtual Coffee with Consulting: Practical Strategies for Managing Electronic Records

When: Tuesday, June 20, 9 a.m.

Register: HERE.

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]]> https://zasio.com/zasio-practical-strategies-managing-electronic-records/feed/ 0 Zasio Enterprises, Inc. Announces Versatile 2023 https://zasio.com/new-zasio-records-management-software-versatile-2023-electronic-records-retention/ https://zasio.com/new-zasio-records-management-software-versatile-2023-electronic-records-retention/#respond Wed, 17 May 2023 19:59:28 +0000 https://wordpress-140425-3498808.cloudwaysapps.com/?p=326 Zasio Enterprises, Inc., a global leader in business-to-business information governance and records management solutions, is pleased to announce the newest flagship product in its Versatile lineup, Versatile 2023. The soon-to-be-released software includes all of Zasio’s industry-changing information governance solutions under a singular umbrella suite. With Versatile 2023, customers can choose the features they want whether they’re managing electronic records, tracking box locations around multiple countries, or building a global retention schedule. Customers can start with retention scheduling and add electronic records as needs and requirements evolve — without implementing a new solution. Additionally, users can manage files on network file shares, SharePoint, Dropbox, Google Drive, Microsoft One Drive, and more. And, Versatile 2023’s architecture is designed to extend to other repositories, including databases, as additional integrations come online. Legal departments will love its unique ability to instantly show the legal drivers for any physical or electronic record. “We built it from the ground up, taking the best of all our designs and integrated them into one seamless solution,” said Kevin Zasio, founder and CEO. Watch a Sneak Peek of Versatile 2023 below! In addition to the new features, the software boasts a fresh and intuitive interface. “It’s powerful, sleek, modern and […]

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]]> Zasio Enterprises, Inc., a global leader in business-to-business information governance and records management solutions, is pleased to announce the newest flagship product in its Versatile lineup, Versatile 2023.

The soon-to-be-released software includes all of Zasio’s industry-changing information governance solutions under a singular umbrella suite.

With Versatile 2023, customers can choose the features they want whether they’re managing electronic records, tracking box locations around multiple countries, or building a global retention schedule. Customers can start with retention scheduling and add electronic records as needs and requirements evolve — without implementing a new solution.

Additionally, users can manage files on network file shares, SharePoint, Dropbox, Google Drive, Microsoft One Drive, and more. And, Versatile 2023’s architecture is designed to extend to other repositories, including databases, as additional integrations come online. Legal departments will love its unique ability to instantly show the legal drivers for any physical or electronic record.

“We built it from the ground up, taking the best of all our designs and integrated them into one seamless solution,” said Kevin Zasio, founder and CEO.

Watch a Sneak Peek of Versatile 2023 below!

In addition to the new features, the software boasts a fresh and intuitive interface.

“It’s powerful, sleek, modern and provides you the solutions necessary to build a robust information governance program,” Zasio said.

Whether you are looking for a desktop, web, on-premise, or SaaS solution, Versatile 2023 has you covered. For current Versatile on-prem customers eying a migration to SaaS, upgrading is easy because the Versatile 2023 suite of solutions are built on the same platform. This also means new customers can start with on-prem and switch to SaaS at any time.

After creating the first full life-cycle records management system in 1988, Zasio has kept pace with evolving technologies and expanded the Versatile suite of products, including Enterprise, Retention, Professional, and ERMS along with countless enhancements and add-ons.

“We love our Versatile products and know customers do too,” Zasio said. “But it’s important to continue innovating and driving forward.”

Warren Bean, senior sales engineer and product development manager, said the software has been a team effort.

“We have been working hard behind the scenes for this debut and it’s great to finally be able to show our current and future customers Versatile 2023,” Bean said.

A sneak peek of the product has been released, and that will be followed soon by an in-depth demonstration webinar.

Have questions? Email us at connect@zasio.com or call 800-513-1000 option 1.

# # #

Founded in 1987, Zasio has more than 35 years of experience at the forefront of records management and information governance. Zasio prides itself in its ability to foster a culture of innovation mixed with long-term thinking, which translates into offering leading-edge records and information management solutions along with unparalleled support to its customers.

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]]> https://zasio.com/new-zasio-records-management-software-versatile-2023-electronic-records-retention/feed/ 0 Workflow Management Capabilities Coming to Zasio’s Popular Electronic Records Management Software https://zasio.com/erms-workflow/ https://zasio.com/erms-workflow/#respond Mon, 07 Jun 2021 20:48:14 +0000 https://wordpress-140425-3498808.cloudwaysapps.com/?p=531 BOISE, IDAHO — New workflow management capabilities are coming to Zasio’s electronic records management software, Versatile Electronic Records Management System (ERMS)* with the addition of ERMS Workflow™. ERMS Workflow will bring fully integrated workflow management features into the existing ERMS software, which means you will not only have a secure, searchable repository to store your electronic records long-term, but you will also be able to automate your routine tasks. “More and more of our customers are realizing the power of Versatile ERMS, and the governance-first approach it makes possible for managing electronic records. Now we’re making it even more powerful with the introduction of ERMS Workflow,” says Warren Bean, Sr. Sales Engineer at Zasio. “You will be able to automate folder creation, document routing, notifications, and tasks – with all of the retention and auditing features already built into ERMS.” There are other products on the market with workflow management features but what makes ERMS Workflow unique is that it’s built around our core information governance infrastructure, rather than being an afterthought. Couple that with our ability to provide in-place retention management for other repositories, and you have a product that sits high above the rest. Other exciting new features […]

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]]> BOISE, IDAHO — New workflow management capabilities are coming to Zasio’s electronic records management software, Versatile Electronic Records Management System (ERMS)* with the addition of ERMS Workflow™.

ERMS Workflow will bring fully integrated workflow management features into the existing ERMS software, which means you will not only have a secure, searchable repository to store your electronic records long-term, but you will also be able to automate your routine tasks.

“More and more of our customers are realizing the power of Versatile ERMS, and the governance-first approach it makes possible for managing electronic records. Now we’re making it even more powerful with the introduction of ERMS Workflow,” says Warren Bean, Sr. Sales Engineer at Zasio. “You will be able to automate folder creation, document routing, notifications, and tasks – with all of the retention and auditing features already built into ERMS.”

There are other products on the market with workflow management features but what makes ERMS Workflow unique is that it’s built around our core information governance infrastructure, rather than being an afterthought. Couple that with our ability to provide in-place retention management for other repositories, and you have a product that sits high above the rest.

Other exciting new features users can expect from this new version of Versatile ERMS include:

  • Customizable Workflow Templates
  • Automatic Template Versioning
  • User-Defined Fields and Folders
  • Automated Task Assignment
  • Nested Tasks
  • Automated Notifications
  • Automated Folder and Document Creation
  • Workflow Dashboard
  • Integration with Existing ERMS Folders

To learn more about Versatile ERMS, or to see a demonstration, please contact our Sales Team!

*Versatile ERMS is an add-on to Zasio’s records management product, Versatile Enterprise, it is not an independent product available for purchase.

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]]> https://zasio.com/erms-workflow/feed/ 0 Practical Strategies for Electronic Records Management https://zasio.com/practical-strategies-for-electronic-records-management-2/ https://zasio.com/practical-strategies-for-electronic-records-management-2/#respond Thu, 10 Sep 2020 21:05:07 +0000 https://wordpress-140425-3498808.cloudwaysapps.com/?p=609 So, you’ve spent months developing, reviewing, revising, and approving a corporate retention schedule so that every conceivable record type is covered and users can easily find the policies they need. Now what? How do you turn that policy into consistent practice? In this webinar, Zasio’s Warren Bean, CRM, offers practical tips on applying electronic records management retention rules to various types of repositories, even the slippery ones like email, cloud drives, and messaging platforms.

The post Practical Strategies for Electronic Records Management appeared first on Zasio.

]]> So, you’ve spent months developing, reviewing, revising, and approving a corporate retention schedule so that every conceivable record type is covered and users can easily find the policies they need. Now what? How do you turn that policy into consistent practice?

In this webinar, Zasio’s Warren Bean, CRM, offers practical tips on applying electronic records management retention rules to various types of repositories, even the slippery ones like email, cloud drives, and messaging platforms.

The post Practical Strategies for Electronic Records Management appeared first on Zasio.

]]> https://zasio.com/practical-strategies-for-electronic-records-management-2/feed/ 0