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!
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.
Manage Electronic Files
Organize and store electronic records easily with auto-calculated retention dates, content and metadata searching, legal holds, audit trails, and disposition processing.
Manage Records In-Place
Manage documents located in other repositories.
Capture emails 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. If collaboration causes you headaches, ERMS can fix those too. Your team can share, search, and link email from a secure, central repository.
Microsoft Office Compatible
Integrate directly with Windows applications such as Microsoft Outlook®, Outlook 365®, and Word®
Images as Records
Manage images as records with a retention and destruction policy. Users can categorize images according to content, document sensitivity, etc. Images can also be sorted into queues by user, department, or content. Images can be scanned or loaded directly into established queues. You can also organize images in batches when you perform bulk scanning.
Load or scan images as attachments directly into files in Versatile Enterprise. View images and their properties.
View and annotate images to later associate with records. Users can draw lines and shapes, add notes, highlight text, and more.
Versatile Enterprise Integration
Integrates with Enterprise to use common retention schedules and other metadata.
Assign retention policies ahead of time, so users don’t have to.
Create text, memos, checkboxes, drop-downs, and custom list user-defined fields for custom metadata.
Store and edit working documents with complete revision history.
Multiple Interface Options
Desktop – install ERMS directly on your desktop to easily drag and drop your electronic files.
Web Browser – access the electronic documents store in ERMS from any standard web browser – no install required. Easy to deploy company-wide.
Automatically track every addition, update, deletion, or viewing of a document. Administrators can search activity by user, date, function, or department.