Retention Schedule Management
No matter the structure of your schedule—departmental, functional, big-bucket—Versatile handles it effortlessly. Our complete retention schedule management and research solution keeps your schedule updated, under control, and accessible to every member of your business.
Retention and privacy laws are nothing to trifle with. Huge fines can be imposed for under or over retaining records depending on your jurisdiction and industry. Finding and complying with such laws has become increasingly burdensome for companies due to the growing complexity and breadth of laws. Versatile 2025 with Retention Schedule Management provides a comprehensive solution to this business challenge.
Our in-house experts — attorneys, paralegal analysts, certified records managers, information governance professionals, and certified information privacy professionals — do the tedious legal research work, putting everything into a simple-to-use database. Meet our research team!
And, legal research is only one part of the Versatile 2025 solution! Those retention and privacy laws drive your corporate retention schedule—the cornerstone of your information governance program. A spreadsheet isn’t up to the task of providing audit trails, change management, comprehensive searching, and global exceptions. You need something more…Versatile!
NEW! Introducing Versatile Information Assistant
The artificial intelligence tool (Versatile Information Assistant or VIA) embedded into Versatile 2025 does the heavy reading for you! Ask a question, such as “How long should a dealer broker keep customer account records in New York?” and it will analyze our proprietary citation database for the most likely answer based on its training, including citation references.
Queries and results are maintained within the Versatile system, and your specific data is not used in the analysis—just our citations—so you can be assured of data privacy. | Check out VIA (Built By Llama) today! (example below).
Research by Industry Experts
Zasio employs full-time legal research experts and licensed attorneys who continually research legal citations. With your subscription, you’ll receive access to our U.S., North America, or international research database.
These databases contain records related citations for general businesses, supplemented by jurisdiction specific research gathered during consulting engagements and prevalent industries covered in commonly requested jurisdictions. The above efforts extend our global research footprint to over 155 countries and 164,000+ citations.
Create and Maintain Multiple Retention Schedules
Ability to create records retention schedules at the global, company, or business function level in addition to multiple levels within the schedule items. Our intuitive search engine allows you to search for citations and link them to schedule titles to show legal backing for retention rules.
Retention Schedule History
View your records retention schedule as a point-in-time snapshot or view the history of changes using multiple search criteria.
Robust Reporting System
Create unlimited custom reports or use one of the many default templates. Customize retention schedules so you only see the data you need. Build a basic report with a few clicks of your mouse.
Regular Citation Updates
Citation batches are published on a regular basis and are available to SaaS users as part of their monthly subscription fee or to on-premises users as part of their annual maintenance and support fee.
Integration Capabilities
Versatile 2025 is a powerful tool on its own, but it can also be integrated with other repositories so you can update the retention schedule in one place and let those changes flow downstream to other applications. Zasio developed its own middleware, Versatile Fuse, to allow connections to virtually any API, including common platforms such as SharePoint, Microsoft 365, and publisher/subscriber middleware systems.
Audit Control
Manage schedule updates and the approval process confidently, knowing every change is fully audited.
Comprehensive Security
Keep your whole team up to date on the state of your retention schedule without granting each person full access to your system. Define who can access functionality by each person’s role. Enhanced security lets system administrators manage access to software functionality, information stored within companies, information stored within business functions, and access by country.
Change Management
Create a change request, propose modifications, and click send to notify the pre-defined authorizers. All reviews and feedback are done within the system, so you know exactly where things stand at any moment. And, you’ll have the history of those changes in case there are ever questions in the future about who approved what.
User-Friendly
Versatile 2025 is intuitive and easy to use. The interface is easy to navigate and comes included with searchable help for users to access at any time. Tailor the screens to meet the specific needs of your organization and add user-defined fields to capture all the important details about your records. We provide in-depth online training for users and provide access to our full-time support personnel.
System Mapping
Keep track of the systems where records are managed, and link those systems to your records retention schedule.
Choose from three subscription packages: U.S, North American, and International.
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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.