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.
Automatically file incoming and outgoing email records using powerful rules
Save directly from the Microsoft 365 toolbar to any location in SharePoint
Comprehensive capture of 35+ key metadata properties
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.
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.
Tailored to your specific needs
Boost your Records Management functionality further by customising it to fit your requirements.
Update branding to your custom wording for ribbon items, menus and messages
Modify the search panels & results to match your metadata requirements
Show or hide the right-click menu options you want users to see
Bring Microsoft 365 and SharePoint records management functionality to your desktop
Works where you do
SharePoint
Teams
OneDrive
Word
PowerPoint
Outlook
Contact us to discuss how we can help you meet your specific records management requirements.
A key success factor for our records management project was finding a way to allow our endusers to work in the familiar environment of Microsoft 365 on their Windows desktops.
Head of IT & Systems, Leading Australian NPO
Typing the keyword in the search window, the correct result will pop up 9 of 10 times. That’s precisely what’s needed for finding older documents.
Patrick Fulton, Co-Founder and Attorney, Fulton, Devlin & Powers, LLC
Since midnight, 22 emails in my inbox automatically got filed, and it’s only 2.30 pm here. The amount of stress that this takes off is incredible
Jovan Jovanovic, Founding Partner and Patent Attorney, The Watson IP Group
