AutoRecords for M-Files

Total control over your enterprise records lifecycle

Give Records Managers the tools they need to enforce policies seamlessly. AutoRecords integrates directly into M-Files, allowing you to build, automate, and audit complex retention schedules for both electronic and physical records without altering your business workflows.

See AutoRecords in Action

Automated Enterprise Compliance

Stop relying on manual folder drops and user declarations. AutoRecords transforms M-Files into an automated compliance engine. It uses document metadata to instantly assign retention categories, calculate disposition dates, and manage legal holds. You get a complete, auditable view of your records schedule, while your users never have to think about compliance again.

 
AutoRecords Concept
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Centralized Policy Control

Equip your Records Managers with an intuitive interface to build and deploy complex retention schedules. Ensure global policies are consistent across your organization without requiring custom IT scripting or workflow changes.
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Metadata-Driven Execution

AutoRecords operates silently in the background of your M-Files vault. By continuously evaluating document properties and relationships, it automatically calculates disposition dates and applies critical legal holds without user intervention.
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Defensible Disposition

Safely eliminate your digital landfill to reduce legal liability and storage bloat. The system automatically routes expiring records for manager approval or executes permanent destruction, leaving behind a fully compliant audit trail.

Comprehensive Records Governance

Equip your team with the tools to automate retention, execute holds, and ensure defensible compliance across your entire M-Files vault.
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Policy Automation

Enforce global retention schedules automatically. Policies are applied seamlessly across electronic documents, physical records, and custom objects the moment content is created or updated.
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Metadata-Driven Declaration

Eliminate manual filing errors. AutoRecords constantly monitors M-Files metadata, automatically triggering record declarations based on property changes rather than relying on user intervention.
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Automated Legal Holds

Instantly lock down documents to comply with audits or litigation. You can apply multiple simultaneous holds to a single document and configure them to expire automatically when the event resolves.
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Defensible Disposition Logs

Safely execute document destruction with complete confidence. The system automatically generates comprehensive disposition logs and destruction certificates to maintain a fully audit-ready architecture.
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Scheduled Events & Visibility

Gain complete oversight of your compliance lifecycle. All retention actions are scheduled as specific Events within M-Files, giving Records Managers clarity on exactly which documents will be impacted and when.
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Relationship-Based Retention

Leverage the power of M-Files architecture to implement indirect retention. Changes to parent objects—like Projects, Clients, or Employees—can trigger corresponding retention rules for all related documents.

AutoRecords in Action
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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.

Unified Enterprise Governance

AutoRecords transforms M-Files into your central command center for organizational compliance. Because M-Files connects directly to external repositories like network file shares, Records Managers can enforce a single, holistic retention strategy across your entire digital and physical landscape without forcing massive data migrations.

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