Alchemy Records Manager
Creates, Captures and Manages Records for Long or Short-term

Compliance Needs

FEATURES AT A GLANCE

• • Easily create and manage file plans
• • Control retention schedules for multiple record types
• • Place temporary holds on records
• • Helps with DoD 5015.2 compliance
• • Fully integrated with the Alchemy content management suite

Designed by records managers, for records manager

A team of records management professionals who use Alchemy gave the Captaris product team valuable input and great ideas on how to make electronic records management 'RM-friendly'.

Captaris Alchemy Records Manager (RM) is the records manager application for content and data stored in Alchemy repositories. With it, a records manager can easily create and manage file plans and apply them to any electronic document. Physical files and files stored on the Windows file system can also be managed with RM.

Starting with the basic file planning components such as record series/class folders, filing templates and retention rules, you can create any number of hierarchical levels to accommodate the most simple to the most complex records filing and management needs.

Electronic documents are declared (or "filed") into the record system from Alchemy clients. Any file capture process supported in Alchemy (scanning, drag and drop from Windows, enterprise report capture and Office add-on) is now "record enabled". The end-user simply selects the record class defined in RM, enters the required metadata and declares the record. Once filed in the repository, the content is under the control of RM for the lifecycle.

Records can be linked to other records, searched, re-filed and disposed of according to pre-set rules. All actions taken on records can be controlled by the Alchemy Advanced Server security system (audit logging, Role-based access control). The manager can easily run reports to stay compliant with corporate and government policies. Record folders can also be "frozen", effectively suspending any disposition until a matter is resolved.