Versatile 2026 brings together Zasio’s industry-leading information governance solutions in a simple-to-use platform, including electronic records management, retention schedule management, and physical records management. With Versatile 2026, you choose the features you need. Whether it’s gaining control over unstructured documents, tracking boxes across multiple locations, or building domestic or global retention schedules, there’s no need to purchase separate software.

“Versatile 2026 marks an important evolution in how organizations manage and govern their information,” said Kevin Zasio, Founder and CEO. “By unifying physical and electronic records into a single, cohesive collection, we’re removing long-standing barriers and giving organizations a clearer, more complete view of their information.”

Key Enhancements

Building on the success of Versatile 2025, the updated release delivers a more user-friendly experience with a cleaner navigation bar and redesigned home screen that places your most frequently used tools (recent updates, integrated digital repositories, and personal collections of records) front and center. A new floating toolbar keeps shortcuts within reach wherever you navigate.

In another exciting update, Electronic Records Management (ERM) is now fully integrated, putting your key digital assets in the same view as physical records and retention schedules.

“Behind Versatile 2026 is a dedicated team effort centered on elevating electronic records management and enabling seamless retention across physical and electronic records,” Zasio said. “Through extensive development and collaboration, they’ve created a more unified platform where both record types function together as a single cohesive collection.”

The new My Collections feature lets you group mixed content for audits or projects without moving records and makes it easy to share collections with others. Finally, our enhanced AI-powered Versatile Information Assistant (VIA) recommends retention schedules and citations based on user inquiries. VIA can ask clarifying questions to ensure proper context and allows you to browse recommendations before adding them to your existing retention schedule.

Designed for Simplicity and Power

Unlike many applications that become more complex with each update, Zasio ensures each new feature enhances usability.

“We take great care to enrich the user experience while adding functionality,” said Warren Bean, Vice President of Technology and Product Development. “We don’t think you should have to search the internet to figure out how to use our products. It should be intuitive.”

Versatile 2026 represents Zasio’s next major update to the company’s industry-leading information and compliance platform. It’s currently scheduled for release in early May. View the Versatile 2026 feature overview video here. Questions? Visit zasio.com or email connect@zasio.com for details.

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Founded in 1987, Zasio has nearly 40 years of experience at the forefront of records management and information governance. Zasio prides itself on 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.

The post Zasio Unveils Versatile 2026: A New Milestone in Records Management Software appeared first on Zasio.

And we’re excited to build on that success in 2026!

Software & Support:

This year, our Versatile Software/SaaS platform delivered two major updates with another exciting release on the horizon. Dynamic dashboards now offer customizable insights, and our Advanced Records Management Module includes disposition history logs, e-signature approvals, transfer options, and user-defined fields tied to record series.

Versatile users also enjoy enhanced search tools, including an advanced query builder and saved searches for advanced licenses.

We introduced a refreshed Corporate-Wide Access interface with improved accessibility and security. The Data Import Add-On (additional purchase necessary) is now fully integrated across the Versatile platform with a streamlined interface for creating new records. Plus, the Versatile Notification Add-On (VNS) is available to all customers, offering automated alerts and reports. Customers can contact our world-class Support Team to explore how VNS can elevate their program.

Additional updates include Versatile ERMS 4.3 and the Versatile Mobile-App, both coming later this month. These enhancements form part of our modern, flexible platform and set the stage for more innovation ahead.

And don’t forget! Versatile Retention, Express, Professional, and Enterprise customers can upgrade to Versatile 2025 for free.

“The enthusiasm and positive feedback we’ve received from customers upgrading to Versatile 2025 has been energizing,” said Stephanie Martin, Zasio’s VP of Product Management & Support.

Consulting:

Zasio’s Consulting Team didn’t just keep pace with change in 2025 — we helped drive it. Our new subscription-based services saw strong adoption, giving clients direct access to embedded RIM experts for ongoing support. Organizations embraced the model for strategic guidance and practical help on demand.

We continued leading program assessments, email strategy development, and tailored implementation roadmaps to align governance frameworks with real-world workflows and compliance needs.

A renewed focus on litigation readiness and defensible disposition shaped many projects. Clients turned to Zasio to strengthen retention policies, clarify triggers, and reduce risk across legacy systems and active repositories.

Demand surged for solutions to manage electronic records. From organizing repositories to navigating platform-specific challenges, our team delivered actionable strategies to retain what matters, dispose with confidence, and build sustainable practices.

As we head into 2026, Zasio Consulting is energized by the momentum and proud to be your trusted RIM partner!

Our citations total over 173,000 and are still increasing! Zasio’s Legal Research Team has refreshed retention regulations across 101 countries and 74 sub-jurisdictions, keeping our database sharper and more reliable than ever. Our powerhouse legal research team has updated over 20,000 citations in the U.S. and beyond, adding over 7,500 new citations to our expanding database.

And the world keeps getting bigger: Benin, Burundi, Cape Verde, Fiji, Grenada, Nepal, and Vanuatu have joined our roster of researched countries. Versatile now covers 309 jurisdictions (including countries, states, provinces, territories, self-regulated organizations, and supranational unions).

One thing is clear: our database never stops evolving.

Sharing Knowledge: Zasio’s software and consulting teams led almost a dozen webinars in 2025 sharing their RIM and IG expertise. This included our ongoing Versatile Tech Talk series, which introduces customers to the exciting features available in our flagship product, Versatile 2025.

Our Virtual Coffee with Consulting series had a fantastic year! To date, our Consulting team has held 34 educational sessions. Featured topics in 2025 included RIM programs, artificial intelligence, HR + privacy records, and securing records in the digital age. We look forward to you joining us in 2026!

Our consultants and research analysts contributed numerous professional articles on Zasio’s website — ranging from building a smarter RIM program, tax and accounting records, embracing AI in RIM, and building a customized records retention schedule (that actually works).

Increasing Transparency:

Zasio achieved several security goals in 2025.

Cybercriminals never sleep, and with the advent of AI tools and bots, the threats are greater than ever. That’s why Zasio’s Information Security Team stayed vigilant, enhancing security controls in several ways, including:

• Going deeper with penetration test coverage
• Adding gamification to our incident response workshop
• Reviewing and updating security policies and controls
• Expanding business email compromise testing and training
• Broadening the scope of zero-trust implementation
• Adding more logging and anomaly detection to our SIEM system

As always, customers and prospects can see an overview of our Information Security Management System and request access to our SOC 2 report on our Information Security Trust Page. 

On the Road: Zasio exhibited at InfoNext in Savannah, Georgia, and ARMA InfoCon in Phoenix, two of the most prominent conferences in InfoGov. Our team met with industry professionals, presented several educational breakout sessions, and shared insights about Zasio’s software solutions and consulting services. We look forward to once again meeting our industry colleagues in 2026!

Volunteer Service:

Zasio team members held volunteer positions in several community and professional organizations, including the positions of director, past president (x2) of Boise Valley ARMA; Glocal Community Partners, furniture delivery for resettled refugees; Idaho Trail Association volunteer; Idaho Botanical Garden board member.

Giving Back:

Zasio believes in being more than experts in records management. We’re equally committed to giving back to our community.

In 2025, Zasio financially contributed to Idaho Foodbank, Boise Rescue Mission, Tunnels to Towers Foundation, 2nd annual Foster Care Christmas, and the Women’s & Children’s Alliance (Hope Society Member). Additionally, Zasio is thrilled to continue to sponsor two students in Nairobi, Africa as part of the AmericaShare program, which includes school fees, room and board, uniforms, meals, and school supplies.

Cheers to a great year!

The post A ‘Versatile’ Year: How Zasio Delivered Innovation, Security, and Success in 2025 appeared first on Zasio.

When Butler County Records Center & Archives (Ohio) faced mounting challenges with its aging records management system, employees knew it was time for a change.

With over 438,000 files and 16,000 boxes, ranging from court and sheriff documents to historical records dating back to 1797, the county needed a solution that could handle both scale and complexity.

Background

Prior to 2022, Butler County had relied on a homegrown system. While innovative for its time, the system had become outdated and difficult to maintain.

“They were just putting Band-Aids on it,” Denise Goll, Chief Deputy Recorder, said. “If I needed a report, they would give me raw data, and I would try to create reports off of that.” The system lacked basic reporting capabilities, had data inconsistencies, and was not intuitive, making it hard to get other departments on board. “We had a really hard time getting people to buy in,” she added. “It was so archaic, they didn’t want to use it.”

Implementation

When Denise visited another county’s record center, she saw Zasio’s Versatile software in action for the first time. “I reached out to our IT department and said, ‘You’ve got to look at this, it can solve our problems.’”

Working with Zasio, Butler County transitioned from spreadsheets to Versatile Professional (now known as Versatile 2025 with Standard Physical Records Management) in 2022.

Despite complex data, the process with Zasio’s Support team was quick and easy. “I was pleasantly surprised the data actually appeared exactly where it was supposed to,” Denise said. “I’ve been through other conversions, but this one was really smooth.”

Training and onboarding were equally successful. Staff who had used the old system for years were initially hesitant but quickly adapted. “They were really surprised at how modern it looked and how easy it actually is to use compared to the old software,” Denise said. “It didn’t take a ton of training. It’s very self-explanatory.”

Benefits & Favorite Features

Versatile 2025 has transformed Butler County’s records management program.

From improved data accuracy to streamlined workflows, the benefits are clear.

“It’s a powerful, powerful piece of software,” Denise emphasized. “It’s not intimidating and it’s really simple to use.”

One of her favorite features is the record series builder, which allows about 40 departments to manage different retention schedules with precision. “To have it automatically come up with the calculated destruction date is just crazy,” she said. “You’re not always trying to find that paper document… it’s right there at your fingertips.”

Versatile has also helped Butler County save valuable time.

The checkout manager in Versatile has significantly helped the records retrieval process for several departments. Previously, tracking files relied on informal methods, often leading to misplaced records and long-overdue returns (sometimes years overdue).

Now, with automated tracking, due dates, and overdue alerts, employees can easily monitor file status and follow up promptly. This saves time and improves accountability while reducing the risk of lost records.

Partnership with Zasio

Denise praised Zasio’s support team for its responsiveness and expertise. “It’s great. I don’t think I’ve ever had any circumstance that hasn’t been extremely fast, same-day service,” she said. Whether it’s answering questions or assisting with upgrades, Zasio has been a reliable partner. “They literally go through and help our IT department figure everything out,” she added. “That part’s been super smooth.”

The affordability of Versatile was also a pleasant surprise. “I was concerned going to our county commissioners to ask for money,” Denise admitted. “But they didn’t even blink. It was so cost-effective for what we needed.”

Conclusion

Three years after implementation, the Butler County Records Center & Archives continues to rely on Versatile 2025 for its day-to-day operations. Departments that once resisted change are now happily using Versatile. “It’s so useful, so broad, and affordable,” Denise said.

With a growing need to manage both paper and electronic records, Butler County sees Versatile as a long-term solution. “We’re always going to have paper, we’re always going to have boxes of records,” she concluded. “It’s such a great system.”

About Zasio

Zasio has over 38 years of experience in providing information governance solutions. We help organizations build and maintain world-class records management programs. Our in-house team includes expert software developers, legal specialists, and certified records managers who stay ahead of evolving IG trends and scale our Versatile solutions to meet customer needs. It’s no wonder thousands of organizations—including half of the top 20 Fortune 500 companies—trust Zasio’s software and consulting services to create robust, compliant information governance programs. To learn more about Versatile 2025, call 800-513-1000 or email connect@zasio.com

The post Case Study: Butler County Records Center & Archives — Versatile 2025 with Standard Physical Records Management appeared first on Zasio.

We understand why you might choose cloud email apps. We also know you need to keep your emails compliant. That’s why we added support for Outlook 365 to Versatile Electronic Records Management System (ERMS), our powerful electronic records management system. ERMS is an add-on to Versatile Enterprise, our flagship records management solution. Combined, the products give you complete control over the lifecycle of your records—and you’ll stay in-check with IG standards.

ERMS retains its robust integration with local Outlook clients, and now you can capture emails from Outlook 365 too. When you integrate ERMS with Office 365, you can pick Outlook 365 folders to sync with the ERMS repository. This means that retention and destruction are automatically applied. It also means there’s no more guesswork when it comes to your email retention policies. ERMS makes it easy to classify emails as records by tapping into the way you already organize emails in folders. There’s no need to classify them from memory. And if collaboration causes you headaches, ERMS can fix that too. Your team can share, search, and link emails from a central repository.

Of course, ERMS doesn’t only deal with emails. We handle it all: word processing documents, spreadsheets, PDFs, and scanned images are just some examples.

We can empower you to manage your physical and electronic records—from creation to disposal. If you need a new, complete solution to manage electronic records, we have the whole package. If you use Versatile Express or Professional for your physical records and need to manage electronic records, think about an upgrade to Versatile Enterprise with ERMS.

Contact us today for a free demo. We can show you how Versatile ERMS can organize, store, and secure your electronic records.

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.

The post Using Outlook 365? We Have You Covered appeared first on Zasio.

One thing to think about as you decide whether support will benefit you is the complexity of the software. This complexity doesn’t just refer to the application’s features, but includes how many people will use or be affected by the software, how important it is to the health of the business, and if you’ll want to customize the software to fit your specific needs.

As the user base for the software grows, so will the number of people that are affected when there is a technical issue, software defect, or need for new features. When an application is integral to day-to-day activities, the loss of this tool can create stress on both the users and internal IT support. To avoid these concerns, it’s important to build a strong support relationship with your vendor to help you quickly resolve issues and limit downtime. You can also expect to receive expert guidance on available features to increase user productivity and, because the vendor will be able to understand your specific issues and requests, see features that are important to you added to the software.

Though not all software can be customized, some can. While some software features, e.g., a mail alert in an e-mail program, probably wouldn’t require support, more complex applications often need to be customized to handle the specific business requirements of an organization. In some cases, consultants can help you implement customizations, but what happens in the future when a new version of the software is available? Will you require all that consulting again? For Zasio customers, an active support contract means you can discuss existing and new customizations to ensure the most efficient and cost-effective upgrade process.

Frequency and complexity of software updates can also influence whether to opt for software support. When internal IT staff has a good grasp of a software application, their ability to manage updates is greatly increased. The opposite can occur when staff is outsourced, stretched thin, or has no previous experience with an application. An active support relationship with a vendor means quick access to expertise that can ensure an upgrade is completed in hours or days instead of months.

Key features offered with Zasio support are:

• Access to software updates
• Guidance from both a technical and application vantage point
• Assistance with installations or upgrades
• Best practice recommendations

With our Versatile Retention and Versatile Retention International applications, support also includes access to the latest citation libraries and are downloaded directly into the customer’s system.

Vendors offer a variety of support contracts, so it’s important to ensure you get the features you want. When you discuss a support contract, you might ask some of the following questions:

• Does the contract includes upgrades or do upgrades come at additional cost?
• Is support available during the times you need it?
• What kind of documentation is available?
• Does more advanced assistance come at an additional cost?

Making the most of support can be a key factor that determines if you are able to successfully implement an application and how that implementation will impact your business—and whether the result will be a small ripple of benefits, a tsunami of frustration, or a mega wave of productivity.

To learn more about the support Zasio offers, browse to Zasio Support Services.

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.

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