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What is Versatile Professional by Zasio?

Versatile Professional is designed to optimize the organization and management of both physical and digital records for small to medium-sized enterprises, providing a user-friendly, secure, and reliable solution. It encompasses all the essential tools needed to confidently manage your records management projects. Regardless of whether your documents are frequently accessed and labeled as “active” or stored away for later use as “inactive,” Versatile Professional guarantees consistent tracking of their locations. The software facilitates linking records to specific departments and supports the establishment of a thorough file classification system. The Checkout Manager feature adeptly processes record requests, tracks the movement of files and boxes, oversees check-out activities, and helps generate and email overdue notifications. Furthermore, retrieving records is made effortless with the software’s space management feature, which offers a virtual records center that includes customizable aisles, bays, and shelves to cater to all your storage requirements. By enhancing operational efficiency, Versatile Professional also promotes a culture of responsibility in records management, ensuring that every document is accounted for. This comprehensive approach not only streamlines workflows but also instills a sense of diligence within teams managing critical information.

What is Records Disposition Approval Module ?

The Records Disposition Approval Module is an essential tool designed to enhance the management of records within the OpenText Content Suite. Specifically tailored for users of the OpenText Content Server, this feature ensures that the record approval process is both efficient and streamlined. Developed with input from users, RDA aims to make the sign-off workflow simpler and to reduce the time required for record managers to handle approvals. It allows approvers to easily access all relevant metadata for each record, which aids in making quick decisions. Furthermore, RDA includes a variety of filters and facets that enable users to effortlessly sort through groups of records, making batch approvals or rejections a straightforward task. For those who may have questions regarding certain records, the module offers a convenient option to request additional feedback for clarification. Users can easily select records they wish to approve while simultaneously deselecting those that they do not approve during a disposition search. Additionally, the module allows for bulk application of holds or updates to records management metadata directly via the RDA interface. Ultimately, this module not only improves the user experience but also significantly boosts operational efficiency in records management, making it an indispensable asset for organizations looking to optimize their record-keeping processes.

Media

Media

Integrations Supported

Content Suite Security and Productivity Pack

Integrations Supported

Content Suite Security and Productivity Pack

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Zasio Enterprises

Date Founded

1987

Company Location

United States

Company Website

www.zasio.com/technology-solutions/records-management-software/versatile-professional/

Company Facts

Organization Name

Cassia Content Management

Date Founded

2011

Company Location

Canada

Company Website

www.cassiacm.com

Categories and 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

Categories and Features

Data Governance

Access Control
Data Discovery
Data Mapping
Data Profiling
Deletion Management
Email Management
Policy Management
Process Management
Roles Management
Storage Management

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