Records Management
Records Management
DOD 5015.02 certified records management built for ease of use and rapid adoption
- Built on top of Alfresco's Document Management repository, including the Share interface
- File records using drag and drop from the desktop or email client, or any web browser
- Single solution to manage both corporate records and other content
- Cost effective and open source, with no upfront license fees

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Multiple InterfacesEnd users can use the most appropriate interface to allow them to add new records |
File from DesktopUsing the CIFS standard, users can ‘mount’ the Alfresco Records Management system just like a network drive. Users can now save and file records by simply dragging them from their desktop |
File from the WebUsers can use the same web interface that they use to manage other content to upload, file and declare records, removing the need to learn a new, special, RM interface |
File from Microsoft OfficeUsing the Microsoft SharePoint protocol, users can upload and file records from within standard Office tools |
File from EmailAlfresco can be added as an IMAP service in any standard email browser, allowing users to drag and drop emails into Alfresco for filing |
Multi-stage File and DeclareAlfresco supports a multi-stage process for filing and declaring records. This allows users to file and then, at a later date, add the required information to enable them to declare the record |
Unified SolutionUsers use the same Alfresco system to store and manage all of their content. Users do not need to be taught to use a different interface in a different system just to file records |
Life Before RecordsAlfresco is used to manage the lifecycle of the content before it becomes a record. This allows the managing of the review and approval process of a company report as it goes through multiple revisions before the final, approved, version is filed as a record |
Easy ConfigurationRecords Managers can easily set up the Alfresco Records Management system to support their business needs |
File PlanRecords Managers can create record series, record categories and record folders |
Disposition SchedulesSimple point-and-click configuration allows the Records Manager to create unique record retention schedules for each of the record categories |
User Defined MetadataAdministrators can define unique metadata (information to be stored with the records) to support their business needs |
Vital Record SupportIdentifying records that need to be reviewed, automatically prompting the user at the end of the review period |
Transfer SupportSupport the ability to ‘Transfer’ records at the end of the disposition cycle |
Record TypesAlfresco provides support for a range of record types including electronic records (Standard Documents, Scanned Records, PDF Records, and Web Records) and physical records |
ReferencesSupport for a wide range of relationships (e.g. Supersedes, Versions, References, etc.) Administrators can add their own relationships to support unique business requirements |
User RolesMultiple roles enable the Records Managers to control which activities are available to each Records Management user. Role definitions can easily be extended to support each company's requirements |
AuditingFull audit logs enable Records Managers to track who did what and when for each record |
HoldsFull support for holding records in the case of litigation, ensuring records are not destroyed as part of the normal schedule when involved in legal discovery |





