security & compliance

DocFinity helps you gain control of your information so you can protect document integrity and ensure compliance from the start. You’ll secure sensitive data with the ability to manage access rights, audit user actions, and validate the accuracy of content. Plus you can automate the lifecycle of documents from inception through disposition to strengthen compliance and audit results.

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Lock down access

 

DocFinity allows you to lock down document access at the group level. You can specify the rights to view, modify, or download, keeping sensitive information away from prying eyes.

Audit Trails

 

DocFinity creates an auditable trail to every event taking place including those performed by users or automatically by the system. Audited trails include log-ins, log-outs, items viewed, items changed, and emails sent. Process steps are also audited and include who and the manner in which they were completed.

Monitoring

 

DocFinity offers many monitoring tools so that you can track system activity. DocFinity will send a notification when particular attacks are detected.

Records Management capabilities

- Automated record classifications

 - Configurable retention scheduling

- eDiscovery compliance

- Record disposition via custodian approval
    (requires Workflow)

- Automated record disposition without
     custodian approval

-  Legal hold configuration options

SEamless Records Management

Capture to Disposition Diagram

From document inception, DocFinity Records Management seamlessly manages documents from capture to disposal, applying retention policies appropriately – all without human intervention.

You'll set up your retention rules according to document type. As documents are indexed into DocFinity, retention rules are automatically applied, eliminating the need to manually declare records and removing the potential for human error.

When it's time to dispose of a record series, DocFinity  notifies custodians that it's ready. The series can be reviewed before the final deletion of the files. Any files on legal hold are kept until the hold is released.

Records lifecycle Management

Specify when and how often to check record series against their retention times according to policy.

Only custodians are permitted to release records from Legal Hold.

Documents/record series are

held and prevented from deletion

or purging, manually or automatically.

Define if, when, and by whom records are eliminated – and who must approve the disposal.

Once Retention Policies are created you can assign the proper records with the proper associated policy.

Manage and assign legal cases and assign custodians. Ensure records won’t be purged or altered.

Records Management Lifecycle Diagram

Contact Us.  We'll show you more.

 

DocFinity logo

100 Oakwood Avenue

Suite 700

State College, PA 16803

 

Ph: 814.238.0038

Toll Free: 800.678.3241

ECM, BPM/Workflow, Records Management & Capture

Capture to Disposition Diagram
Records Management Lifecycle Diagram

- Automated record classifications

 - Configurable retention scheduling

- eDiscovery compliance

- Record disposition via custodian approval
    (requires Workflow)

- Automated record disposition without
     custodian approval

-  Legal hold configuration options

Capture to Disposition Diagram

Define if, when, and by whom records are eliminated – and who must approve the disposal.

Once Retention Policies are created you can assign the proper records with the proper associated policy.

Manage and assign legal cases and assign custodians. Ensure records won’t be purged or altered.

Records Management Lifecycle Diagram

Documents/record series are held and prevented from deletion or purging, manually or automatically.

Only custodians are permitted to release records from Legal Hold.

Specify when and how often to check record series against their retention times according to policy.

Secure records & Apply retention rules

Securely manage document lifecycles to maintain compliance.

ECM solutions

DocFinity logo

100 Oakwood Avenue

Suite 700

State College, PA 16803

Ph: 814.238.0038

Toll Free: 800.678.3241