Zasio | Versatile Retention – Retention schedule management and research software solution
Zasio’s Versatile Retention is a complete retention schedule management and research software solution that will keep your schedule up-to-date and under control.
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Versatile Retention

TM

A complete retention schedule management and research solution that will keep your schedule up-to-date and under control.

Versatile Retention™ is Zasio’s complete retention schedule management and research solution that keeps your schedule updated, under control, and accessible to every member of your business.

Versatile Retention™ is the complete retention management and research tool. With more than 50,000 U.S. federal and state records retention requirements, this is one of the most robust suites on the market. We’re so confident in this solution’s ease-of-use, there’s almost no training necessary. But just in case, built-in tutorials will guide you through the management and research process.

Versatile Retention™ Popular Features

Comprehensive Research
Retention Schedules
Live Updates1

Comprehensive research

  • Database of over 60,000 U.S. federal and state records retention requirements with automated electronic updates
  • Search for citations by various identifiers, such as jurisdiction, business activity, regulated party and keyword
  • Add citations for local or industry-specific requirements

Retention schedules

  • Create global, company or departmental retention schedules
  • Attach citations to schedules as support for the retention period
  • Search schedule titles by various identifiers, such as company, department, sub-department, keyword and user-defined fields
  • Print standard or custom retention schedules and reports
  • Automatically notify authorizers of pending change requests4
  • Fully audited change management

Retention schedules

  • Create global, company or departmental retention schedules
  • Attach citations to schedules as support for the retention period
  • Search schedule titles by various identifiers, such as company, department, sub-department, keyword and user-defined fields
  • Print standard or custom retention schedules and reports
  • Automatically notify authorizers of pending change requests4
  • Fully audited change management

Live updates1,2

  • New and updated citations published regularly
  • Notifications delivered directly to the software for review2

Additional Features

Built-in report designer

 

Change control workflow

 

Foreign language support
Full citation text

 

Integrate with SharePoint and other content systems4

 

Interview metadata
Powerful security feature

 

Web interface for non-admin users5

See Versatile Retention in action. Request a product kit today!

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Versatile™ Add-Ons

Notification System