Archive/Retention
Document Retention Software for Compliance and Control
Automate Your Document Lifecycle with Retention Management You Can Trust
Managing the lifecycle of documents is critical for regulatory compliance, legal risk mitigation, and efficient operations. Our document retention software ensures that every document is: retained, stored, archived or disposed of according to your organization’s policies – automatically and securely.
Whether you’re in healthcare, legal, finance, education or government, our solution simplifies document lifecycle management to help you meet internal governance standards and stay audit ready. For example, documents associated with employees, legal contracts, invoices and student records.
What is Document Retention Software?
Document retention software helps organizations manage the capture, processing, storage, archival and deletion of documents based on predefined rules and retention schedules. This eliminates manual data processing and tracking and reduces the risk of non-compliance with statutory, regulatory, contractual, Union law, training, internal compliance regulations such as IRS, USCIS I-9, FINRA, CJIS, HIPAA, GDPR, SOX, and more.
Key Features of Our Document Management Retention Software
Central Storage
Documents are stored in a secure central repository that integrates with your existing systems, which prevents data silos, establishes full control and ensures everyone has access to up-to-date information. Centralization generates business process efficiency and eliminates duplication of effort, systems and budgets.
Automated Retention Scheduling
Define custom retention rules based on document type, department, compliance requirements or jurisdiction. Automatically trigger actions like archiving, deletion or review after a specified period. Ability to move closed files to a different location or cold storage.
Policy-Based Document Lifecycle Management
Automate document routing and workflow as information enters your business. Enforce retention and disposal policies across your document repository to ensure documents are kept only as long as necessary.
Auditable Logs and Reports
Maintain a secure, auditable history of user activity, retention actions for compliance reviews, internal audits or legal inquiries.
Legal Holds and Exceptions
Apply holds to prevent deletion of documents involved in litigation, investigations or regulatory matters – without disrupting standard retention workflows.
Why Document Retention Software Matters
- Ensure Regulatory Compliance
Meet the demands of HIPAA, GDPR, FINRA, FERPA and other industry-specific standards with automated retention policies. - Reduce Legal Risk
Implement strict access controls, prevent the premature deletion of important documents and reduce liability associated with over-retention. - Improve Efficiency
Free up storage, reduce clutter and improve system performance by eliminating outdated or redundant documents. - Control Sensitive Information
Automatically purge outdated records containing sensitive or personally identifiable information (PII, GDPR).
Built for Compliance-Driven Organizations
From legal departments and HR teams to IT admins and Compliance Officers, our records retention software is built to support every stakeholder in your organization.
Role-based access, centralized policy management and comprehensive audit logs make implementation and oversight simple and secure.
Retention Policy Made Easy
Whether you need to follow a 7-year retention period for financial records, apply PII, GDPR-based erasure rules, or archive student records for 5+ years, our platform makes it easy to define, enforce and update policies with just a few clicks.
Let’s Simplify Your Retention Strategy
Talk to our team to see how automated document retention management can save time, reduce risk and ensure compliance across your organization.