Combine Legal Hold and Retention Policy management; our solution encompasses documents residing in M-Files and SharePoint Online. Powered by Category-Driven Workflows.
Our solution provides a robust system to archive and purge documents according to rules defined by the Compliance Department.
Our solution can restore archived documents while purged documents are permanently deleted, including all their versions.
Archive and Purge trigger-dates are settable depending on user-definable properties such as Document Class, Document Category, Creation and/or Modification Date - as well as the properties of related documents.
Extensive Logging guarantees a perennial record of all operations.
Batch or Interactive Operation; when interactivity is enabled, archival and purge operations require final approval by designated user group members.
Legal Hold supersedes archive and purge rules, ensuring compliance with internal policies and legal requirements.
All functions run in the background, thereby not impacting the system's performance as a whole.
M-Files Legal Hold System
Highly flexible system to define named "Holds" and the rules governing which documents are to be included in a Hold; finally, when the conditions are right, delete the Hold, thereby releasing the documents contained in it.
Define the user groups to manage a Hold and add documents to that Hold.
Define multiple Holds, whereby a document may belong to more than one Hold at any time.
Documents placed on Hold are automatically transformed to PDF - with the original archived till the Hold is suspended.
Documents on Hold may continue to participate in Workflows, though they can no longer be edited or deleted.
Ability to resend, cancel or amend a contract sent for signature.
Export all or a portion of documents in a Hold - either to an external drive or another M-Files Vault.
Interested in seeing our Legal Hold and Retention Policy System in Action?
Schedule a demo and find out if Baystream is right for you!
