Retention Schedule Management
Versatile 2026 with Retention Schedule Management is the must-have tool for confident compliance, giving you the ability to know what the regulations are, apply them to your well-managed retention schedule, and know what systems those record types map to!
Keeping up with compliance requirements isn’t getting any easier. Data privacy, jurisdictional differences, handling requirements, and varying data formats all add complexity — even with AI. Zasio’s curated, vetted repository of more than 181,000 citations spanning 170 countries keeps you up to date and focused on what’s relevant. But legal requirements are only part of the information governance story. Information is risk.
A strong retention and disposition schedule helps mitigate that risk by categorizing data, assigning minimum and maximum retention periods, tagging vital and sensitive information and mapping where it all lives. A well managed, well-communicated schedule supports cyber, privacy, legal and IT teams while reducing exposure.
With three citation subscription models, two deployment options (SaaS or on premises), and power-user and end-user interfaces, we offer a Versatile solution to fit your budget and technology constraints. Choose from International, North America, or U.S. subscriptions (with no per-country fees). Versatile is built to scale with your organization!
Versatile Information Assistant (VIA)
Versatile’s embedded AI tool can help in three ways: finding the right citations for your retention schedule, providing recommendations on new schedules for core business functions, and guiding you through the use of the application.
In each scenario, you need only ask a question using natural language, and VIA will provide the answer, often with clarifying questions to ensure accuracy.
Curated Legal Research Vetted by Industry Experts
Zasio employs full-time legal research experts and licensed attorneys who continually research legal citations.
With a subscription, you’ll receive access to our U.S., North America, or international database, which contains citations related to records for general businesses and major industries, supplemented by jurisdiction-specific research, including retention, privacy, location, format, and signature requirements.
Our database covers 170 countries and 181,000+ citations.
Create and Maintain Multiple Retention Schedules
Ability to create records retention schedules at the global, company, or business function level in addition to multiple levels within the schedule items. Our exclusive Smart Search allows you to search for citations and link them to schedule titles to show legal backing for retention rules.
Retention Schedule History
View your records retention schedule as a point-in-time snapshot or view the history of changes using multiple search criteria.
Robust Reporting System
Create unlimited custom reports or use one of the many default templates. Customize retention schedules so you only see the data you need. Build a basic report with a few clicks of your mouse.
Regular Citation Updates
Citation batches are published on a regular basis and are available to SaaS users as part of their monthly subscription fee or to on-premises users as part of their annual maintenance and support fee.
Integration Capabilities
Versatile 2026 is a powerful tool on its own, but it can also be integrated with other repositories so you can update the retention schedule in one place and let those changes flow downstream to other applications. Zasio developed its own middleware, Versatile Fuse, to allow connections to virtually any API, including platforms such as SharePoint, Microsoft 365, and publisher/subscriber middleware systems.
Audit Control
Manage schedule updates and the approval process confidently, knowing every change is fully audited.
Comprehensive Security
Ensure the right people are doing the right things by defining allowed or prohibited functionality, and controlling access by company, business function, or country.
Change Management
Create a change request, propose modifications, and click send to notify the pre-defined authorizers. All reviews and feedback are done within the system, so you know exactly where things stand at any moment. And, you’ll have the history of those changes in case there are ever questions in the future about who approved what.
User-Friendly
Versatile 2026 is intuitive and easy to use. The interface is easy to navigate and comes included with AI-searchable help for users to access at any time. Tailor the screens to meet the specific needs of your organization and add user-defined fields to capture all the important details about your records. We provide in-depth online training for users and provide access to our full-time support personnel.
System Mapping
Keep track of the systems where records are managed, and link those systems to your records retention schedule.
Choose from three subscription packages: U.S, North American, and International.
Active Citations
ZConnect
Stay up-to-date with Zasio
News and events
Product releases and updates
Conference and event announcements
"*" indicates required fields
Quick Links
Legal
Corporate Office
401 W. Front St.
Suite 305
Boise, ID 83702
(800) 513-1000
connect@zasio.com
A pioneer in information governance, we continue to expand our technology and consulting services to help businesses of all sizes maintain the highest records management and retention standards.