Integrate SharePoint Records Management with Microsoft 365 and Adobe Acrobat to streamline and efficiently manage your company’s records

Save document and email records to SharePoint

Accelerate records search

Access audit history

Save document and email records to SharePoint

Provide a centralised location to store and manage records, making it easy for your team to comply with regulatory requirements and internal policies.

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Automatically file incoming and outgoing email records using powerful rules

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Save directly from the Microsoft 365 toolbar to any location in SharePoint

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Comprehensive capture of 35+ key metadata properties

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Permanent document and email retention and complete integrity as a .msg record

Accelerate record search

Save time and boost efficiency by quickly and easily locating document and email records.

Accelerate record search

Save time and boost efficiency by quickly and easily locating document and email records.

Locate records easily using Google-style keyword search
Find files using metadata and add a Taxonomy Term picker to search for better results
Download records quickly directly from the search results list
Get results returned via customisable search panels

Access audit history

Enable faster and more efficient access to records that can be easily searched, shared, and collaborated on.

Access audit history

Enable faster and more efficient access to records that can be easily searched, shared, and collaborated on.

View a document's audit history by right-clicking and selecting the audit option
Audit history includes usernames, date stamps, version numbers and the type of file event
Easily view compliance details for files, add or remove document holds, and declare in-place records from Outlook directly

Tailored to your specific needs

Boost your Records Management functionality further by customising it to fit your requirements.

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Update branding to your custom wording for ribbon items, menus and messages

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Modify the search panels & results to match your metadata requirements

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Show or hide the right-click menu options you want users to see

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Bring Microsoft 365 and SharePoint records management functionality to your desktop

Contact us to discuss how we can help you meet your specific records management requirements.

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