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Records Management

AssetWise provides records management services to assist enterprises in retaining, moving, archiving, and destroying paper and electronic data.

Organizations may need to manage their records for a variety of reasons, including the following:

  • Legal requirements for adhering to retention schedules for documents
  • Reducing storage requirements and simplifying access for archived records
  • Contract obligations imposed by clients, partners, or vendors

AssetWise offers highly sophisticated and flexible Records Management Services, in the form of File Plans. The set of file plans in force forms a taxonomy for the categorization of records independent of document classification based on classes. Disposition schedules can be specified and associated with different file plans as part of a disciplined records retention, archiving, and destruction process.

Note: To define and use the Records Management functionality, ensure that the user has been assigned the permissions as described below within the applicable scope.