Versatile 2026 · SaaS or on-premises

Records Management and Retention Scheduling Software

Documents in SharePoint. Files on a share. Email in Outlook. And yes — paper in a warehouse. Versatile governs them all under one retention truth, with the legal research to back it and the audit trail to prove it.

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…plus FTP, SQL databasesSharePointOneDriveBoxDropboxPaper recordsFile sharesOutlookGoogle DriveVersatileWherever records live, governance follows.
Fig. 1 — Every kind of record, wherever it lives; one truth that governs them — with the research to back it and the audit trail to prove it.
183,000+ legal citations170 countriesSOC 2 Type 2 attestedWorked with over half the Fortune 100 (as of 2026) — and small cities, too
Electronic

Electronic Records

Organize, store, retain, and destroy unstructured documents, including email, word processing documents, spreadsheets, PDFs, scanned images, and more. Use ERM as a central and secure repository — with revisions, folder-level security, and email capture — or manage documents where they live using connectors to other repositories.

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Retention

Retention Schedules

Our complete records retention management and research solution keeps your schedule updated, under control, and accessible to every member of your business — backed by 183,000+ verified citations, change-request approvals, and point-in-time schedule history.

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Physical

Physical Records

No matter the size of your business, your industry, or the extent of your records management needs, we have the tools to manage the complete lifecycle of your paper records: barcodes, space management to the shelf position, circulation, and mobile scanning — governed by the retention schedule and audit trail built into Versatile.

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Automate

Workflow

Workflows that file, route, and destroy — launched automatically by the record's own events, journaled end to end.

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Anywhere

Web Client

Power users keep the Windows client; everyone else opens a browser — desktop-class, nothing to install.

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Ask

VIA

The Versatile Information Assistant answers retention research, schedule, and product questions. Your questions go to VIA — your records never do.

Meet VIA →

Introducing Versatile 2026

One platform, the features you need.

Powerful solutions that set the bar for managing physical and electronic records and the retention schedules that govern them — available in the cloud (SaaS) or on-premises. Versatile 2026 brings Zasio's industry-leading information governance solutions together in a simple-to-use platform: electronic records management, retention schedule management, and physical records management. You choose the features you need — whether that's gaining control over unstructured documents, tracking boxes across multiple locations, or building domestic or global retention schedules — with no need to purchase separate software.

Building on the success of Versatile 2025, the release delivers a more user-friendly experience: a cleaner navigation bar and a redesigned home screen that puts your most frequently used tools front and centre — recent updates, integrated digital repositories, and personal collections of records — plus a floating toolbar that keeps shortcuts within reach wherever you navigate. Electronic Records Management is now fully integrated, putting your key digital assets in the same view as physical records and retention schedules. Check out the 2026 preview video below.

Fig. 2 — Versatile 2026 preview (3:24).

Scalable solutions

With nearly 40 years in records and information management, our experience has refined the software and set the bar for the industry. Whether your business has 10 years' worth of records or 100, a small team or a global presence, there is a Versatile solution for you.

The Zasio difference

Rest easy — you'll never need another solution.

Longevity and stability. In business for nearly 40 years, we have watched competitors come and go and countless records management applications become obsolete. Continued development and improvement of our own products protects our customers' investment and keeps their records management program top-notch. Vast experience. Our legal team is made of on-staff attorneys and paralegals, with over 50 collective years at Zasio alone. Our support team has more than 100 years of IT experience and over 60 years direct Zasio experience. Our software development team has over 200 years of experience, and to ensure our consulting services and product offerings stay relevant, we have five certified records managers on staff. Everyone at Zasio works as one team, for one goal — you.

Nearly forty years in records and information management, and the tenure to match. We have watched competitors come and go, and watched records management applications go obsolete under their customers. Developing our own products, continuously, is what keeps that from becoming your problem.

200+ years

of software development experience on the product team

100+ years

of IT experience in support — more than 60 of them at Zasio

50+ years

the legal team has spent at Zasio, collectively

5 CRMs

certified records managers on staff

Consulting & Legal Research

Software with counsel behind it.

Retention schedules created, optimized, and defended by Zasio's own consultants and legal researchers — the same team whose citations power the platform. Buy the software, the expertise, or both: they're built to work as one loop.

Meet the consulting team →

Support, on the record

"By the time we hang up the phone, it's done!"
University of Washington — published case study

See every record under one retention truth.

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