Electronic Records Management
Manage email, word processing documents, spreadsheets, PDFs, scanned images and more. Apply retention, holds, and disposition on unstructured documents, whether managing in-place or moving them into a long-term repository.
Versatile 2025, with Electronic Records Management features, makes it possible — even easy — to apply retention policies to unstructured files and digital assets. Replace your shared drives or manage in place.
Versatile helps organize and store electronic records in a central repository while also offering workflow management features to maximize efficiency. The software handles it all: emails, documents, spreadsheets, PDFs, scanned images, and more. It can integrate directly with your desktop or it can be accessed through a standard web browser, allowing for easy deployment company-wide so users can simply drag, copy, paste, and save directly to Versatile. Navigating folders and electronic records has never been easier!
We also know how important it is to apply your record retention policies business wide. In Versatile 2025, you can predefine retention policies for each folder. Users are never burdened with policy decisions. Plus, robust folder-level security means you have complete control over who can view, add, or change documents.
Key Features:
Manage Electronic Files
Organize and store electronic records easily with auto-calculated retention dates, comprehensive searching, legal
holds, and audit trails.
Disposition Processing
Use commit and approve options to differentiate transient and official documents. Then use the calculated disposition details applied by your retention policies to easily find, group and manage the destruction of official documents in an auditable way.
Manage Records In-Place
Versatile 2025 seamlessly integrates with Box, Dropbox, network file shares, Microsoft OneDrive, Google Drive, and SharePoint resources. We can build links to other systems as needed. Manage your documents without moving them!
Retention Holds
Let retention holds help manage items requiring delayed disposition. Holds maintain audit details to reflect when holds are required, when they are released, and who is involved.
Email Management
Capture email messages automatically or manually and classify them as records. Versatile 2025 makes it easy by tapping into the way you already organize email in folders. There’s no need to classify them from memory. And, if collaboration causes you headaches, Versatile 2025 can fix that too. Your team can share, search, and link emails from a secure, central repository.
Microsoft Office Compatible
Integrate directly with Windows applications, such as Microsoft Outlook, Outlook 365, Excel and Word.
Manage Images as Records
Manage images as records with a retention and destruction policy. Scan directly into Versatile 2025 or store existing images to allow consistent access and security control alongside all other electronic records.
Automatic Retention Calculation
Assign retention policies to folders ahead of time, so users can simply drag and drop documents without stopping to assign retention values.
Customizable Fields
Create text, memos, check boxes, drop-downs, and custom list user-defined fields for custom metadata.
Revision History & Audit Trail
Multiple Interface Options
Desktop — install Versatile 2025 directly on your desktop for seamless integration with Windows File Explorer.
Web Browser — store and access electronic documents stored in Versatile 2025 from any standard web browser – no install required. Easy to deploy company-wide.
Workflow Management
Automate folder creation, document routing, notifications, and other routine tasks with folder rules based on user actions. Elevate the ability to track open activities and more complex processes with workflow templates, including common task management functionality and auditing.
Flexible Roll-Out
Deploying Versatile 2025 is not a mission to Mars – you can be up and running in a couple of hours. The architecture is straightforward yet scalable, with both desktop and browser interfaces available.
ERM Easily Integrates with Popular Content Management Repositories and Collaboration Tools
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Quick Links
Corporate Office
401 W. Front St.
Suite 305
Boise, ID 83702
(800) 513-1000
connect@zasio.com
A pioneer in information governance, we continue to expand our technology and consulting services to help businesses of all sizes maintain the highest records management and retention standards.