Records Management with AODocs

Records Management

Records Management

Records management is required by law, but the rules can be very complex with many different types of business records and rules related to specific business events. AODocs can help keep track of all of your business records and apply the appropriate rules to each document.

Set up detailed retention rules

Define retention rules based on document types and use custom metadata to set the appropriate retention start dates, like employee termination date or fiscal year end.

Protect business records

Prevent business records from being modified or deleted during their retention period by automatically setting their sharing permissions to read-only.

Delete records when they reach their disposal date

Choose if you’d like the the removal process to be done either automatically or manually.

Ready to get started?

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