When Security, Compliance, and Timing are Key, Upland Has Your Answer.
From the initial secure capture through to the final destruction of content, we can reliably file and retain your documents while providing controlled access and any action alerts or legal holds needed in order to comply with industry-specific or federal audit or compliance standards.
“Information governance is about people and technology… An organization implementing Upland FileBound as part of an overall information governance program, if configured using Information Governance standard processes, should achieve level four maturity in The Principles Maturity Model, where an organization’s information governance issues and considerations are integrated into business decisions on a routine basis, and the organization easily meets its legal and regulatory requirements.”
– Robin Woolen, President, The Records Guru
Records Data at a Glance
The administration of records within Upland FileBound is simple and straightforward. You can view summary dashboards to see which records are declared vs outstanding, quickly locate records that are under a legal hold, and create automated alerts to receive reports of records scheduled for destruction.
Why Records Management?
Eliminate risk of exposing confidential client and employee data
Reduce costs associated with physical archival of old records and documents
View and control the complete lifecycle of your records in a single repository
Immediately enact legal holds or update retention policies with ease
Contact Us to Learn More about Automating Records Management and Retention
Learn more about FileBound’s Record Management Solution
Organizations can identify which documents need to be managed as records and create specific retention schedules and rules to accommodate practically any requirement.
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