Capture, search, and retain documents against a structured file plan, with review queues, compliance checks, disposals, transfers, and a full audit trail.
Capture documents into a structured file plan with categories and access rules. Files, capture, and document detail keep records organised the same way across every branch and department.
Search
"NEC agreement 2026"
NEC Agreement 2026.pdfHR / Contracts
NEC Wage Schedule.pdfHR / Payroll
02
Search & Discovery
Find any record in seconds, not folders
Search across the file plan or explore it structurally, category by category. Every result respects the access rules configured for that category, no one sees more than their role allows.
Review Queue
Asset Disposal Certificate.pdfPending Review
Branch Transfer Memo.pdfCleared
Supplier Contract Renewal.pdfPending Review
03
Review & Compliance
A queue for what still needs a second look
New captures move through a review queue before they're finalised. Compliance checks and processing steps make sure records meet your file plan's rules before they're considered filed.
Retention & Capacity
Due for Review12
Disposed (Month)34
Audit Events1,208
Capacity Used61%
04
Retention & Disposal
Retention schedules that enforce themselves
Set how long each category of record must be kept. When a retention period lapses, disposals and transfers follow a structured workflow, logged in a full audit trail, with capacity and usage reporting for administrators.
Records & E-Filing Capabilities
A file plan, not a folder mess
From capture to disposal, with compliance and audit trails built in, not bolted on.
Capture
File Plan
Search
Review Queue
Compliance
Retention
Disposals
Audit Trail
Records & E-Filing FAQ
Common questions
A structured records and document management system, capture, categorise, search, and retain documents against a file plan, with role-based access and a full audit trail.
Access is scoped by category and role. General users, records officers, and administrators each see only what their role and the file plan's access rules allow.
Each category has a retention schedule. When it lapses, disposals and transfers follow a structured workflow (not manual deletion) and every step is logged in the audit trail.
Yes. Every capture, review, disposal, and transfer is recorded in the audit trail, so compliance reviews don't rely on memory or manual logs.
Ready to Start
Ready to organise your records?
See Records & E-Filing in the demo or contact us about retention schedules and compliance workflows.
File Plan, HR / Contracts