Supported Environment
On-Premises:
Yes
M-Files Standard Cloud:
Yes
M-Files Isolated Cloud:
No
Record Management
Integrated Retention Policy and Legal Hold System
Integrated Retention Policy and Legal Hold System
Workflow-Driven Approvals
Workflow-Driven Approvals
Multi-Hold Enabled and e-Discovery Support
Multi-Hold Enabled and e-Discovery Support
Controlled by Legal Department
Controlled by Legal Department
Retention Policy and Legal Hold
Workflow-Driven Approvals
Our system streamlines the approval process, making it efficient and consistent through workflow-driven mechanisms. This ensures that documents and records are managed according to established protocols, enhancing compliance and operational efficiency.
Multi-Hold Enabled and e-Discovery Support
Our solution supports the application of multiple legal holds on a single document, alongside robust e-Discovery capabilities. This multi-hold functionality, combined with comprehensive search and discovery tools, empowers legal teams to effectively manage and retrieve critical information when required.
Controlled by Legal Department
Designed with legal operations in mind, our system allows the legal department to maintain full control over both the retention policy and legal hold processes. This centralized control ensures that document handling complies with legal requirements and organizational policies.
Seamless Integration with M-Files and SharePoint Online
Our platform integrates seamlessly with M-Files and SharePoint Online, providing a unified solution for managing legal holds and retention policies across various repositories. This integration is facilitated by category-driven workflows, optimizing document management across different storage platforms.
Workflow-Driven Approvals
Our system streamlines the approval process, making it efficient and consistent through workflow-driven mechanisms. This ensures that documents and records are managed according to established protocols, enhancing compliance and operational efficiency.
Multi-Hold Enabled and e-Discovery Support
Our solution supports the application of multiple legal holds on a single document, alongside robust e-Discovery capabilities. This multi-hold functionality, combined with comprehensive search and discovery tools, empowers legal teams to effectively manage and retrieve critical information when required.
Controlled by Legal Department
Designed with legal operations in mind, our system allows the legal department to maintain full control over both the retention policy and legal hold processes. This centralized control ensures that document handling complies with legal requirements and organizational policies.
Seamless Integration with M-Files and SharePoint Online
Our platform integrates seamlessly with M-Files and SharePoint Online, providing a unified solution for managing legal holds and retention policies across various repositories. This integration is facilitated by category-driven workflows, optimizing document management across different storage platforms.
Archival and Purge System
Rule-Based Archival and Purging
Implement a comprehensive system for document archival and purging, governed by rules set by the Compliance Department. This system not only automates the archival process but also ensures that documents are purged in accordance with regulatory and organizational guidelines.
Restorable Archives and Permanent Deletion
Our solution distinguishes between archiving and purging, offering the capability to restore archived documents. Conversely, purged documents, along with all their versions, are permanently deleted, aligning with stringent compliance standards.
Customizable Trigger-Dates
Set archive and purge trigger-dates based on user-defined properties such as document class, category, and creation or modification dates. This flexibility allows for tailored document management strategies that align with specific organizational needs.
Comprehensive Logging
Maintain a detailed and permanent record of all archival and purge operations through extensive logging. This feature ensures transparency and accountability in document management processes, crucial for compliance and audit trails.
Interactive and Batch Operations
Choose between batch or interactive operations for archival and purge tasks. Interactive mode requires final approval by designated user groups, adding an extra layer of oversight to the document management process.
Legal Hold Precedence
Ensure that legal holds take precedence over archival and purge rules, maintaining compliance with legal requirements and internal policies. This safeguard protects critical documents from being inadvertently archived or purged.
Background Operations
All archival and purge functions are designed to run in the background, minimizing impact on system performance. This ensures that document management processes do not disrupt daily operations.
Rule-Based Archival and Purging
Implement a comprehensive system for document archival and purging, governed by rules set by the Compliance Department. This system not only automates the archival process but also ensures that documents are purged in accordance with regulatory and organizational guidelines.
Restorable Archives and Permanent Deletion
Our solution distinguishes between archiving and purging, offering the capability to restore archived documents. Conversely, purged documents, along with all their versions, are permanently deleted, aligning with stringent compliance standards.
Customizable Trigger-Dates
Set archive and purge trigger-dates based on user-defined properties such as document class, category, and creation or modification dates. This flexibility allows for tailored document management strategies that align with specific organizational needs.
Comprehensive Logging
Maintain a detailed and permanent record of all archival and purge operations through extensive logging. This feature ensures transparency and accountability in document management processes, crucial for compliance and audit trails.
Interactive and Batch Operations
Choose between batch or interactive operations for archival and purge tasks. Interactive mode requires final approval by designated user groups, adding an extra layer of oversight to the document management process.
Legal Hold Precedence
Ensure that legal holds take precedence over archival and purge rules, maintaining compliance with legal requirements and internal policies. This safeguard protects critical documents from being inadvertently archived or purged.
Background Operations
All archival and purge functions are designed to run in the background, minimizing impact on system performance. This ensures that document management processes do not disrupt daily operations.
Rule-Based Archival and Purging
Implement a comprehensive system for document archival and purging, governed by rules set by the Compliance Department. This system not only automates the archival process but also ensures that documents are purged in accordance with regulatory and organizational guidelines.
Restorable Archives and Permanent Deletion
Our solution distinguishes between archiving and purging, offering the capability to restore archived documents. Conversely, purged documents, along with all their versions, are permanently deleted, aligning with stringent compliance standards.
Customizable Trigger-Dates
Set archive and purge trigger-dates based on user-defined properties such as document class, category, and creation or modification dates. This flexibility allows for tailored document management strategies that align with specific organizational needs.
Comprehensive Logging
Maintain a detailed and permanent record of all archival and purge operations through extensive logging. This feature ensures transparency and accountability in document management processes, crucial for compliance and audit trails.
Interactive and Batch Operations
Choose between batch or interactive operations for archival and purge tasks. Interactive mode requires final approval by designated user groups, adding an extra layer of oversight to the document management process.
Legal Hold Precedence
Ensure that legal holds take precedence over archival and purge rules, maintaining compliance with legal requirements and internal policies. This safeguard protects critical documents from being inadvertently archived or purged.
Background Operations
All archival and purge functions are designed to run in the background, minimizing impact on system performance. This ensures that document management processes do not disrupt daily operations.
Rule-Based Archival and Purging
Implement a comprehensive system for document archival and purging, governed by rules set by the Compliance Department. This system not only automates the archival process but also ensures that documents are purged in accordance with regulatory and organizational guidelines.
Restorable Archives and Permanent Deletion
Our solution distinguishes between archiving and purging, offering the capability to restore archived documents. Conversely, purged documents, along with all their versions, are permanently deleted, aligning with stringent compliance standards.
Customizable Trigger-Dates
Set archive and purge trigger-dates based on user-defined properties such as document class, category, and creation or modification dates. This flexibility allows for tailored document management strategies that align with specific organizational needs.
Comprehensive Logging
Maintain a detailed and permanent record of all archival and purge operations through extensive logging. This feature ensures transparency and accountability in document management processes, crucial for compliance and audit trails.
Interactive and Batch Operations
Choose between batch or interactive operations for archival and purge tasks. Interactive mode requires final approval by designated user groups, adding an extra layer of oversight to the document management process.
Legal Hold Precedence
Ensure that legal holds take precedence over archival and purge rules, maintaining compliance with legal requirements and internal policies. This safeguard protects critical documents from being inadvertently archived or purged.
Background Operations
All archival and purge functions are designed to run in the background, minimizing impact on system performance. This ensures that document management processes do not disrupt daily operations.
Legal Hold System
Flexible Hold Management
Create and manage named "Holds" with specific rules to govern document inclusion. This system provides the flexibility to define, amend, or delete holds as conditions change, ensuring documents are managed appropriately throughout their lifecycle.
Multi-Hold Capability
Our system supports placing a single document under multiple holds simultaneously, enhancing the legal team's ability to manage complex document requirements and ensuring comprehensive protection for sensitive information.
Workflow Participation
Documents on hold can continue to participate in workflows, albeit with restrictions on editing or deletion. This feature ensures that critical processes are not halted, while still maintaining the integrity and security of the documents involved.
Document Transformation and Export
Automatically convert documents placed on hold to PDF format, while archiving the original document until the hold is lifted. Additionally, provide the capability to export documents from a hold, either to an external drive or another M-Files Vault, offering flexibility in document handling and preservation.
Flexible Hold Management
Create and manage named "Holds" with specific rules to govern document inclusion. This system provides the flexibility to define, amend, or delete holds as conditions change, ensuring documents are managed appropriately throughout their lifecycle.
Multi-Hold Capability
Our system supports placing a single document under multiple holds simultaneously, enhancing the legal team's ability to manage complex document requirements and ensuring comprehensive protection for sensitive information.
Workflow Participation
Documents on hold can continue to participate in workflows, albeit with restrictions on editing or deletion. This feature ensures that critical processes are not halted, while still maintaining the integrity and security of the documents involved.
Document Transformation and Export
Automatically convert documents placed on hold to PDF format, while archiving the original document until the hold is lifted. Additionally, provide the capability to export documents from a hold, either to an external drive or another M-Files Vault, offering flexibility in document handling and preservation.
Flexible Hold Management
Create and manage named "Holds" with specific rules to govern document inclusion. This system provides the flexibility to define, amend, or delete holds as conditions change, ensuring documents are managed appropriately throughout their lifecycle.
Multi-Hold Capability
Our system supports placing a single document under multiple holds simultaneously, enhancing the legal team's ability to manage complex document requirements and ensuring comprehensive protection for sensitive information.
Workflow Participation
Documents on hold can continue to participate in workflows, albeit with restrictions on editing or deletion. This feature ensures that critical processes are not halted, while still maintaining the integrity and security of the documents involved.
Document Transformation and Export
Automatically convert documents placed on hold to PDF format, while archiving the original document until the hold is lifted. Additionally, provide the capability to export documents from a hold, either to an external drive or another M-Files Vault, offering flexibility in document handling and preservation.
Flexible Hold Management
Create and manage named "Holds" with specific rules to govern document inclusion. This system provides the flexibility to define, amend, or delete holds as conditions change, ensuring documents are managed appropriately throughout their lifecycle.
Multi-Hold Capability
Our system supports placing a single document under multiple holds simultaneously, enhancing the legal team's ability to manage complex document requirements and ensuring comprehensive protection for sensitive information.
Workflow Participation
Documents on hold can continue to participate in workflows, albeit with restrictions on editing or deletion. This feature ensures that critical processes are not halted, while still maintaining the integrity and security of the documents involved.
Document Transformation and Export
Automatically convert documents placed on hold to PDF format, while archiving the original document until the hold is lifted. Additionally, provide the capability to export documents from a hold, either to an external drive or another M-Files Vault, offering flexibility in document handling and preservation.
Are you ready to see M-Files in Action?
Struggling with document chaos? Experience the simplicity of M-Files document management in our live demo
FlexFile Suite
FlexFile Suite
FlexFile Suite