TEAM is proud to introduce you to Auto-Records for M-Files – a lightweight but full-featured records and retention engine. This vault application fully integrates the records management experience into the M-Files desktop, web, and mobile clients. Each records artifact is an M-Files object - making crafting, configuration, and assignment a familiar and comfortable experience.
Assignments can also be made via IML to automatically classify objects without human interaction. This solution is perfect for experienced M-Files adopters or for those new to the platform! We’ll be publishing a video demo in the coming week but if you want to see it live, just reach out!
Auto-Records for M-Files
TEAM’s Auto-Records product provides administrators with the ability to craft and deploy retention policies and dispositions that can be applied to both electronic and physical objects throughout the M-Files vault.
Auto-Records controls actions related to dispositions, triggers, and auditing and integrates with M-Files workflows to provide fully customizable disposition processes.
TEAM Auto-Records for M-Files also includes email digests and notifications to dispatch timely alerts to users and managers of daily assignments and pending actions. Auto-Record’s robust audit system keeps track of all actions related to dispositions, assignments, and actions within M-Files.
FEATURES & BENEFITS
- Enables configuration and application of disposition schedules based on metadata
- Custom triggers and actions allow maximum flexibility
- Integrated entirely within the M-Files interface
- Fully exportable audit trail of actions and assignments
- Customizable digest and notification email system
