Versatile Retention is a complete schedule management and research solution that gives your business total control over your retention schedule. With more than 66,000 U.S. federal and state records retention requirements, this is one of the most robust solutions on the market. With our SaaS model, you can access Versatile Retention anywhere, at any time. There is no software to install, no servers to manage, no updates to apply- all you need is a web browser.

The Most Robust Retention Schedule

solution available on the market.

User-friendly digital records management software.

Key Features

Comprehensive Research

Find citations quickly by multiple criteria. Use full-text searching on all headers, citation text, and regulated parties. You can easily group, sort, and filter your results. We offer a North American research subscription (Canada + Mexico) that will keep you updated with the latest citations.

 

Retention Schedule Creation & Maintenance

Versatile Retention enables you to create records retention schedules at the global, company, or department level. The intuitive search engine allows you to search for citations and link them to schedule titles to show legal backing for retention rules.

 

Versatile Retention gives you control over updates to your retention schedule with complete change management workflow. You can initiate, edit, and approve change requests and even configure change request authorizers who are automatically notified of pending requests.

 

Multinational organizations will benefit from the ability to create one master schedule, easily designate which countries are covered by each schedule title, and add country-specific exceptions to the global rules. The application also stores and displays international character sets for tracking notes and rules in a country’s native language.

Security

Versatile Retention will keep you compliant with audit history for all schedule changes and security controls to limit access. Plus, you never have to compromise security for function. Personal information is secured and configurable as user roles change.

 

Interview Management

The Interviews feature of Versatile Retention allows you to collect and store record title information gathered in interviews within your organization. Replace the “legal yellow notepad”and automate data gathering.

 

Integrated Reporting System

Versatile Retention lets you create unlimited custom reports. Customize retention schedules 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.

 

Live Updates*

Automatically connect to our servers daily or other defined schedule to access the latest available citations. You are notified of new updates for review when you launch the application.

* Available if support is current

Flexible Hosting Solutions

Available On-Premises, in a Software-as-a-Service model, or via the Cloud

These Add-On Modules Complement Versatile Retention

Expand the Power of Versatile Retention
Notification System helps you stay up-to-date on changes in your Versatile technology solution

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 easy knowing that due dates and important details won’t fall through the cracks.

Versatile Fuse extends the reach of Versatile by creating connections to other systems.

Versatile Fuse extends the reach of Versatile by creating connections to other systems. For example, Fuse can send your approved retention schedule to a document management system so you can apply it to other records. Or, Fuse can publish to middleware to give other subscribing applications easy access to your data.

Digital records management through web with user-friendly records management software.

Not every person in your organization needs access to the full Versatile application, but a 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 Retention, you can view your retention schedules and interview data from which the records retention schedules were derived. You can even initiate and authorize change requests. Versatile Web places retention information within everyone’s reach, with minimal training.

Think you might need more robust software?

Our other record retention solution might be what you’re looking for.
International Records Retention Software logo.

Retention Int’l keeps you up-to-date on domestic and international retention laws. Our complete retention schedule management and legal research tool gives you everything you need to globalize record retention initiatives. Paired with our expert consulting, you can feel confident you’re adhering to best global practices.
Learn More