AutoRecords

Automate your compliance to avoid unnecessary cost and errors

Automate your records management and compliance

The key to successful information governance practices is to remove the reliance on users and automate manual, time-consuming and error-prone processes.

AutoRecords from TEAM provides you with an easy way to automate records management, with end-to-end processes that run seamlessly, out of sight and with no reliance on end users. Setting up Records Management rules and policies is straightforward.  These rules can then be simply applied to a range of systems, including M-Files and IML enabled ECM's, Network Drives and Cloud File Systems, to deliver compliant content wherever it is stored.

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Liberate your Records Managers

Records Managers have long had the challenge of manually developing and implementing compliance policies and processes. With volumes of content and number of systems continually increasing you need a new approach.

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Improve Information Management Maturity

AutoRecords works in the background to keep the records you need, dispose of those you don't, and insure records on hold are preserved.  Automating these core processes with reliable, repeatable rules increases your overall IM maturity.

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Avoid the risk of the Digital Landfill 

As volume increases so does the difficulty of insuring compliance and containing litigation costs. Finding and managing content is harder and the burden on your users increases.

AutoRecords for M-Files

AutoRecords is the complete records management automation solution for the M-Files platform. 

If you use M-Files and you need to comply with record-keeping regulations, let AutoRecords do the hard work for you.

Features 

AutoRecords is a simple-to-use solution that offers a range of powerful features to make the automation of records management simple to design and easy to execute. 

Automatic, rules-based policies

AutoRecords works in the background to automatically enforce your company's retention and disposition policies. Configurable filters determine the correct policy based on the classification of content, making it easy for AutoRecords to apply rules using the context and purpose of individual documents.

Leverage Auto-Classification

Auto-Classification ensures retention category assignment (and therefore compliance) across the organization. M-Files Intelligence Services and Smart Classifiers combined with AutoRecords auto-classification rules provides seamless end to end automation to reduce risk, increase maturity and enhance user experience.

Holds

AutoRecords includes the ability to create a Hold to prevent the disposition of documents. Holds can be configured to expire automatically, making them easy to manage.

Auditable Disposal

AutoRecords retains a record of every action executed, including reviews and dispositions. These action records can be exported for external analysis and visualization, or viewed through TEAM's M-Connect dashboard, and can serve as certificates of destruction where needed.

Event Scheduling & Visibility

When AutoRecords assigns a Retention Category to a document, it also schedules an event to process that document. The Event is visible in the M-Files 360 degree view and provides records managers and authorized users with full visibility improving transparency and maturity across your organization.

Extensibility & Inheritance

All AutoRecords actions can leverage the M-Files relationships to inherit disposition from related objects in the vault such as an employee, client or project. Actions can be extended using M-Files workflows to perform any workflow activity including custom scripting to removing related content in ERP systems and managing documents in other systems. These features make automating the archival of financial documents or disposing of all the HR documents relating to someone leaving the business becomes straightforward and reliable.

Supported Systems

AutoRecords integrates with other systems using M-Files Intelligent Metadata Layer. This enables policies and rules setup in AutoRecords to be applied to content in other systems which are connected to the M-Files platform.

In addition, the M-Files Intelligent Metadata Layer enables policies and rules setup in AutoRecords to be applied to content in other systems connected to the M-Files platform.

M-Files

AutoRecords for M-Files is an M-Files certified Vault Application.  It leverages the power of M-Files Objects, Classes and Metadata, M-Files Intelligence Services (including Discovery) and M-Files Workflows to fully automate your Records compliance processes.  Available  for purchase directly from M-Files, your M-Files Partner or direct from TEAM.

ECM & File Shares

Using the Power of M-Files' IML connector, extend AutoRecords to cover content in ECM, SharePoint and Network File Shares. Using a single records management configuration at the center of your content management architecture enables you to add compliance and records management policies to your managed content in a wide range of repositories.

Speak to an Expert

We've built up 20+ years' experience helping organizations deal with their records management and compliance challenges. Let's start a conversation today to see how we can help you.