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Description
Why not leverage a system you're already accustomed to and investing in to streamline and oversee all your documentation? With Collabware CLM, which is certified by DoD 5015.2, you gain comprehensive control over every facet of the content lifecycle, thereby enhancing user productivity by enabling more efficient content discovery and utilization. You can centrally establish rules and automate the processes of classification, retention, security, and content disposition. Additionally, you can manage and search through all records, inventory, and storage locations while accommodating both open and request-based circulation processes. It's also possible to set up regular reviews of vital records or conduct volume-based assessments of bulk content and cases. Utilizing a simple drag-and-drop interface allows you to design intricate workflows and automate the entirety of your content and case lifecycle. Advanced metadata queries enable precise content identification, with a grid view to assist in grouping, sorting, and filtering results effectively. Moreover, you can automate the review process to ensure defensible disposition, supported by a certificate confirming the disposition status, making the entire management process more robust and reliable. This holistic approach ensures that your organization can maintain compliance while maximizing efficiency in handling records.
Description
Versatile Professional is crafted to streamline and enhance the organization and management of both physical and digital records for small to medium-sized businesses, offering an intuitive, secure, and dependable solution. It provides everything necessary to effectively oversee your records management initiatives with confidence. Whether your documents are frequently accessed and categorized as “active” or stored away in boxes for future review as “inactive,” Versatile Professional ensures you can monitor their locations consistently. The software allows for the association of records with specific departments and enables the implementation of a comprehensive file classification system. The Checkout Manager feature efficiently handles record requests, monitors the movement of files and boxes, manages check-out processes, and facilitates the generation and emailing of overdue reports. Additionally, finding records is made simple with Versatile Professional’s space management capability, which presents a virtual records center complete with customizable aisles, bays, and shelves, ensuring that all your storage needs are met. Overall, Versatile Professional not only enhances efficiency but also fosters a culture of accountability in records management.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Collabware
Founded
2010
Country
Canada
Website
collabware.com/collabwareclm
Vendor Details
Company Name
Zasio Enterprises
Founded
1987
Country
United States
Website
www.zasio.com/technology-solutions/records-management-software/versatile-professional/
Product Features
Content Management
Audio Content
Customizable Templates
Document Indexing
E-forms
Full Text Search
Image Editor
SEO Management
Text Editor
Version Control
Video Content
Website Management
Product Features
Data Management
Customer Data
Data Analysis
Data Capture
Data Integration
Data Migration
Data Quality Control
Data Security
Information Governance
Master Data Management
Match & Merge