What Is Records Management Software?
Records Management Software allows you and your employees to accurately add records, keep track of all records in real time and establish consistent business practices of records management.
— Missing or lost records
— Unsuccessful audits and other problems which can lead to fines and jail time
— Incorrect storage company records
— Organizations lack policies and procedures for the organized control of information
Records Management Software allows you to:
- Capture and store business records accurately and consistently
- Identify records quickly and accurately
- Locate the exact document you need, regardless of how many thousands of records you’re searching instantly
- Maintain organizational records collaboratively
- Provide a complete view of important records throughout your organization, regardless of type
- Prevent missing or lost records and ensure information integrity
- Focus on work that moves the company forward
- Provide complete control of critical business documents
- Increase your efficiency and ensure you always have access to the records you need
- All records are easily accessible on PC, tablet, or smartphone
- 100% browser-based system
- Comprehensive Dashboard and Timeline views
- Unlimited user-defined fields that are configurable to fit custom criteria
- Quickly locate records or content
- Generate reports downloadable as .pdf files
- Cloud-based records management
Records Management Solutions
Forms with predefined fields help your team keep accurate and uniform records.
Use any of these easily customizable form templates (edit it to customize or even create a new one from scratch).
Customizable forms allow you to:
- Easily edit or create forms with zero coding and no technical expertise
- Add different types of fields, edit fields, and remove fields
- Tweak forms easily at any time
Samples of fully customizable forms
- Add an unlimited number of attachments (documents, images, photos, videos, audio notes, files) to a record
- Add, remove, and assign new team members — all with a few clicks, at any time
- No technical expertise is required
Set up and roll out business software in hours, not months.
How to start:
- Create your account and create a new applet by selecting a customizable template. Set up reminders if you want your team members to receive automatic email reminders.
Easily configure who will submit entries and who will view them.
- Users will click the “Open Submission Form” button to fill it out and submit it. Set the applet as “Team-wide” if you want all team members to view each other’s records.
Alternatively, you can allow each participant to view his/her own records only and stakeholders to view all entries.
- As soon as a new record is added, participants with “View” rights will receive an email notification and can view it in real time on the Timeline screen.
- The dashboard screen allows you to save time when you want to check a high-level overview, with quick one-click retrieval of the relevant information.
- Collaborative work
- Easily retrieve data
- Export data or share it online with configurable access permissions for each member
- Allow support for different business scenarios with granular permissions for team members and team guests
- Protect data with 256 SSL encryption
- Back up data automatically
- Configure email reminder alerts for your employees
- View data in real time
- Access historical data instantly with powerful search and filters
- Access data from any device with mobile-friendly and easy-to-use interface