Historically, Records Management solutions were a struggle to enforce due to the human factor – busy individuals not knowing that something should be declared a record, declaring everything a record, or not wanting to take responsibility and avoiding the record process regardless of the ramifications to the company. This can arguably be the reason why records management has not been adopted as widely as you’d expect in a 30+ year old industry.
This is why DocFinity’s Records Management module, seamlessly integrated into our content management (ECM) system, takes the human factor out of the equation. DocFinity considers everything a record – some just have a higher value than others. Companies set that value by creating retention plans for each document type, and the system manages each record accordingly as it’s added to the system. You and your team will need to define the retention rules, but from there, you can let seamless records management do the work.
After that, all the things that used to be a headache – governance, compliance, and consistency with organizational policy – become peace of mind.