autoRecords for M-Files
- Develop and deploy automated retention policies and actions
- Automate lifecycle management to achieve compliance
- Reduce storage costs by disposing of redundant information
- Manage electronic and physical documents
- Reduce cost of e-discovery
Automate your records management with autoRecords for M-Files
Achieve your records management goals entirely within the M-Files platform and without involving the end user.
TEAM’s autoRecords for M-Files adds full Records Management compliance capabilities to any M-Files Vault. Configured retention categories are automatically applied to electronic and physical objects, effectively automating the end-to-end records management process.
autoRecords for M-Files dramatically reduces the burden of ensuring compliance by using auto-classification rules to assign retention policies to objects and files. Once assigned, events are automatically created and the retention process is set in motion with virtually no end-user or records manager interaction required.
Create retention policies and actions and apply them to any object in the M-Files vault
Triggers can be metadata-based, time-based, or version-based. Once activated, autoRecords waits for the set period of time and then connects directly to M-Files workflows to perform disposition actions.
Actions can also be linked to M-Files’ configurable workflows facilitating review and approval processes.