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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 Versatile Enterprise?

Our flagship product genuinely includes all the essential elements for proficient management. Perfectly designed for medium to large organizations, the Enterprise package supports multiple users and complex record systems. It also offers detailed options for user profile customization and security settings, making it a truly all-encompassing solution. Additionally, the adaptable Enterprise features a distinct Legal Edition (LE) specifically crafted for law firms, enhancing the organization and storage of electronic documents. Users can manage files across different storage locations effortlessly. With convenient functionalities such as drag-and-drop, copy-and-paste, and bulk import, navigating through electronic records feels intuitive, as it leverages familiar folder structures. You can implement retention policies on a folder basis, ensuring clarity in destruction processes. Moreover, it facilitates the storage and modification of documents while keeping a complete history of revisions intact. Whether files are in active use or archived for future access, the Versatile Enterprise guarantees that you can always locate them without hassle. This comprehensive capability makes it a dependable solution for managing documents throughout their entire lifecycle. With such robust features, organizations can significantly enhance their efficiency and compliance in document management.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

API Availability

Pricing Information

Pricing not provided
Free Trial Offered?

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

Windows

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard 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

Zasio Enterprises

Date Founded

1987

Company Location

United States

Company Website

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

Categories and Features

Data Management

Customer Data
Data Capture
Data Integration
Data Migration
Information Governance

Categories and Features

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Conversion
Document Indexing
Document Retention
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Version Control

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