Versatile Professional helps you complete the records management puzzle. It has everything you need to maintain confidence in your records management program. Your goals are our top priority, so we designed a program that’s intuitive, secure, and reliable.

Versatile Professional

your virtual records management toolbox.

Key Features

Physical Records Management

You don’t have to be in your storage room to know which boxes are coming and going. Navigate your records from the comfort of your office using a virtual records center.

Comprehensive Security

Keep your whole team up-to-date on the state of your records without granting each person an all-access pass to your system. Assign access according to each person’s role.

Destruction Management

Organize records for destruction into individual batches. When the time comes to destroy records that have completed their lifecycle, simply process the batch.

Space Management

Versatile Professional’s space management feature displays a virtual records center with configurable aisles, bays, and shelves.

Integrated Reporting System

Versatile Professional lets you create unlimited custom reports for inventory, circulation, and destruction so you only see the data you need. The built-in Report Wizard helps you build a basic report with a few clicks of your mouse.

Retention Scheduling

Calculate retention and schedule records for physical transfer and destruction. Simply assign your record series to the file or box.

Flexible Hosting Solutions

Available On-Premises or Via the Cloud

These Add-On Modules Complement Versatile Professional

Expand the Power of Versatile Professional

Gather data from one or more source files and import it into your Versatile software. Mapping your data into Versatile is easy with Versatile Import. Save hours of data entry, eliminate errors, create multiple and customized templates, and even format data for consistency.

Providing critical notifications to individuals with a need to know is becoming a top priority within the records management industry. Send personalized emails to notify users of events occurring in Versatile. Automatic notifications may be scheduled as a timed job or triggered by virtually any business process. You can rest assured that due dates and important details won’t fall through the cracks.

Not every person in your organization needs access to the full Versatile application, but many might need to request access to certain records. With Versatile Web, requesting access is easy and can be done anywhere. When you add Versatile Web to Professional, for example, you can search boxes and files, as well as view corporate retention schedules. You can then send an electronic checkout request to the records center. Versatile Web places records and retention information within everyone’s reach, with minimal training.

Looking for something more robust?

Our other records and information management solutions might be what you’re looking for.

Enterprise is designed to meet the records management needs and the information governance challenges of mid- to large-sized businesses. Enterprise has support for complex record structures and a customized user experience. Enterprise is also available in Legal Edition (LE).
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