Versatile 2025 with Electronic Records Management (ERM) was designed from the ground up to manage the full lifecycle of electronic records, with the flexibility, protection, and control that modern organizations need.
When organizations evaluate electronic records management solutions, the choice often comes down to purpose-built systems versus adapted collaboration tools. But there are important differences.
Here’s how Versatile (designed specifically for records lifecycle management) compares to Microsoft 365® Purview™.*
✅ True hierarchical classification vs. Purview’s workaround using Adaptive Policy Scopes. Versatile supports multi-level hierarchical record classifications (e.g., business function, sub-function, record type, sub-type). Purview offers no default hierarchical structure for labels or policies, but hierarchies must be mimicked using Adaptive Policy Scopes. 📘Learn More
✅ Editable retention categories: Versatile lets you modify retention settings as your needs evolve. Purview locks in many properties such as name and scope once created. 📘 Info
✅ Flexible retention triggers: In Versatile, you define retention triggers based on any of the standard date fields. Purview allows creation date, last modified date, and label application date by default, but an advanced license is required to customize event triggers. 🔗 Info
✅ Automatic policy inheritance: Versatile applies retention policies to folders, which are automatically inherited by documents within the folder. Microsoft Purview requires manually applying retention to records unless you pay for advanced licenses. 🔍Read the Doc
✅ Proactive notifications: Versatile automatically alerts you when records are eligible for destruction while Purview requires an upgraded subscription. 🔗Learn More
✅ Built-in disposition workflow: Versatile includes a review and approval process out of the box. Purview requires premium licensing. 🔗Info
✅ Unified retention management: Versatile applies retention across SharePoint, OneDrive, Versatile folders, third-party repositories, and even physical records (all from one place). Purview, with an advanced license, allows the creation of file plans as a work-around for physical records management. 🛠️Tech Specs It also allows importing of third-party data using data connectors, but there’s no “manage-in-place” option. 🛠️Tech Specs
Versatile was specifically designed with records lifecycle management in mind, unlike other content management systems that prioritize collaboration and storage, usually leaving retention and disposition as afterthoughts. Versatile is straightforward to configure and manage, with expert help to guide you along the way.
Ready to see the difference? Contact Zasio today for a custom demo of Versatile 2025! connect@zasio.com
*Microsoft 365 and Purview are trademarks of Microsoft Corporation.