Software/ Corporate-Wide Access
Corporate-Wide Access
Records self-service for everyone in the company
Your records team lives in Versatile. Everyone else just needs answers: What's the retention on this? Where's that box? CWA gives the whole company self-service access — no training, no license fight, no waiting on the records department.
What your whole company can do
Look up retention, instantly
Search and browse the retention schedule, see the detail behind each title, and keep favorites — so policy questions stop landing in your inbox.
Request what they need
Find boxes and files, request retrievals and pickups, and submit new-box requests — without touching the records system itself.
Propose changes, with governance
Business users submit schedule change requests; your authorizers review, approve, or reject them — every step on the record.
The new CWA portal — launching now
The next generation of CWA unifies retention and physical-records self-service in one modern web portal: one search across schedules and records, cart-based retrieval, legal citation research, and destruction sign-off routed to the business users who own the records. It carries your branding — down to the pre-login screen — is engineered to WCAG 2.2 AA accessibility guidelines, is multi-language-ready, and signs in with Microsoft Entra ID. It's launching now; ask us and we'll show it to you today.
Find the box. Request it like a cart.
Anyone can search boxes in storage — by company, department, box number, barcode, or keyword — see location and status at a glance, then select what they need and submit a retrieval request. It works like an online checkout, from any screen.
Filters your records team would recognize
Department trees, box-number ranges, user box numbers — power search, without the training.
Location and status, visible
Every result shows its records center and status, so requests go in with eyes open.
Retention changes, on the record
Business users propose a change to retention schedules — pick the schedules or countries it touches, give the reason, and submit. From there it moves through review, authorization, and approval — every step on the record.
The log starts at the reason
The required reason becomes the first entry in the request's log, so the paper trail begins before the change does.
By schedule or by country
Change specific schedules, or request by jurisdiction — the same governed path either way.