Records Management and compliance in M-Files is easy and intuitive with the AutoRecords plug-in.  This powerful and automated approach to records management delivers a comprehensive solution for M-Files, which can also be extended to SharePoint and Network Shares through M-Files connectors to provide a comprehensive enterprise wide records management solution.  A few key features include:

• Automated Policy Assignment – Documents and non-document objects are automatically assigned to the correct retention policy without any intervention by records managers or end users.
• Automated Retention – Retention actions can be carried out automatically with no intervention or approval required.
• Relational Policies – Retention can also leverage M-Files object relationships.  This provides records managers with the ability to define policies for non-document objects such as projects, deals and clients which specify how documents related to those objects should be managed.
• Workflow Independent – Existing business workflows are not impacted when implementing records management.  No workflow changes are needed, and no scripting is necessary.  Everything comes pre-built and ready for a records manager to tailor without any scripts or workflows.
• Compliance Ready – The audit ready architecture ensures that all actions are captured and available for download or through reporting.
• Fully Customizable – Built from the ground up for M-Files, the solution provides the ability to customize features including building custom retention actions such as “Delete Document and Remove Associated Records From Finance Software.”  There are literally no limits to what can be done as part of the retention process.

For more information, please contact M-Files Sales (see Contact Information).