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 2026 with Electronic Records Management makes it possible—and easier than ever—to apply retention policies to unstructured content and digital assets. Govern information across file shares, cloud repositories, applications, and data stores—or use Versatile as a secure, long-term repository.
Uncontrolled information creates risk. Records are scattered across file shares, cloud platforms, applications, and personal workspaces, making it difficult to enforce retention, respond to audits, and confidently manage compliance obligations.
Versatile with Electronic Records Management helps organizations bring order to information chaos. Centralize governance, automate retention, improve information accessibility, and maintain control of critical records throughout their lifecycle.
Versatile helps organizations move from manual records management to policy-driven governance. Content can be organized according to business needs, retention schedules can be applied to folders, and records can be consistently managed from creation through final disposition.
Discover the benefits of Versatile 2026 with Electronic Records Management and how it can help your organization!
Key Features:
Manage Digital Content
*Content searching in the SaaS platform requires documents to be stored in the database, with a maximum size of 512 GB.
Multiple Interface Options
Versatile 2026 — Manage electronic content right from Versatile’s home screen.
Web Browser — A browser interface dedicated just for ERM. Store and access electronic documents stored in Versatile 2026 from any standard web browser – no installation required. Easy to deploy company-wide for licensed users.
Integration with SharePoint, Google, OneDrive, Box & More
Versatile seamlessly integrates with Box, Dropbox, network file shares, Microsoft OneDrive, Google Drive, and SharePoint resources. We can also build links to other systems as needed. Manage documents without moving them!
Flexible Deployment
Core ERM features are now included in Versatile 2026, regardless of which feature pack(s) you’ve purchased. Adding ERM licenses unlocks even more capability, plus desktop and web interfaces that can be deployed in as little as an hour.
Email Management
Capture email messages automatically or manually and classify them as records. Versatile 2026 makes it easy by tapping into the way you already organize email in folders.
Customizable Fields
Create text, memos, check boxes, drop-downs, and custom user-defined list fields for custom metadata.
Integrate with Microsoft Office
Integrate directly with Windows applications, such as Microsoft Outlook, Outlook 365, Excel, and Word.
Disposition Processing
Use commit and declare 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.
Calculate Retention Automatically
Assign retention policies to folders ahead of time, so users can simply drag and drop documents without stopping to assign retention values.
Profiles
Allows you to hide and require fields, streamline data entry, and customize default settings for new users making records management more efficient and consistent.
Revision History & Audit Trail
Store and edit working documents with complete revision history. Automatically track every addition, update, deletion, or viewing of a document. Administrators can search activities by user, date, function, or department.
Record Series Management
Create and manage a very simple or complex records retention schedule, complete with Active/Inactive phases, time-based and event-based rules, and required fields.
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.
ERM Easily Integrates with Popular Content Management Repositories and Collaboration Tools
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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.