Versatile Electronic Records Management System (ERMS) seamlessly applies the power of Versatile Enterprise’s physical records management to electronic records.

Workflow + Governance

now, that’s Versatile!

Why Choose Versatile ERMS?

ERMS empowers you to organize and store electronic records in a central repository while also offering workflow management features to maximize efficiency. ERMS handles it all: e-mails, word processing documents, spreadsheets, PDF files, scanned images, and more.

ERMS can integrate directly with your desktop or be accessed through a standard web browser. This allows for easy deployment company-wide so users can simply drag, copy, paste, and save directly to ERMS. Navigating folders and electronic records has never been easier!

We also know how important it is to apply your record retention policies business-wide. In ERMS, you can pre-define retention policies for each folder. Users are never burdened with policy decisions. Plus, robust folder-level security means you have complete control over who can view, add, or change documents.

It’s that simple.

Key Features & Benefits

Manage Electronic Files
Organize and store electronic records easily with auto-calculated retention dates, content and metadata searching, legal holds, and audit trails.

Manage Records In-Place
ERMS seamlessly integrates with Box™, Dropbox™, network file shares, Microsoft OneDrive™, Google Drive™, and SharePoint™ resources. We can also build links to other systems as needed. Manage your documents without moving them!

Email Management

Capture email messages automatically or manually and classify them as records. ERMS makes it easy by tapping into the way you already organize email in folders. There’s no need to classify them from memory. And if collaboration causes you headaches, ERMS can fix that too. Your team can share, search, and link emails from a secure, central repository.

Microsoft Office Compatible
Integrate directly with Windows applications, such as Microsoft Outlook®, Outlook 365®, Excel® and Word®.

Manage Images as Records
Manage images as records with a retention and destruction policy. Scan directly into ERMS or store existing images to allow consistent access and security control alongside all other electronic records.

Automatic Retention Calculation

Assign retention policies ahead of time, so users don’t have to.

User-Defined Customization
Create text, memos, check boxes, drop-downs, and custom list user-defined fields for custom metadata.

Revision History & Audit Trail
Store and edit working documents with complete revision history. Automatically track every addition, update, deletion, or viewing of a document. Administrators can search activities by user, date, function, or department.

Multiple Interface Options
Desktop – install ERMS directly on your desktop to easily drag and drop your electronic files.
Web Browser – access electronic documents stored in ERMS from any standard web browser – no install required. Easy to deploy company-wide.

Workflow Management
Automate folder creation, document routing, notifications, and other routine tasks with folder rules based on user actions. Elevate the ability to track open activities and more complex processes with workflow templates, including common task management functionality and auditing.

Flexible Roll-Out
Deploying ERMS is not a mission to Mars – you can be up and running in a couple of hours. The architecture is straightforward yet scalable, with both desktop and browser interfaces available.

Disposition Processing
Use commit and approve options to establish new files, and then use assigned retention policies to automate the destruction of files in ERMS or Versatile Enterprise.

ERMS Easily Integrates with Other Popular Content Management Repositories and Collaboration Tools