We’re excited to introduce our new file plan import/export feature. This enhancement makes managing file plans and retention schedules faster and easier, giving you a self-service approach to better data governance.
Here’s what’s new:
- Seamless file plan creation: Quickly generate tailored file plans using your preferred vendor — filerskeepers, Iron Mountain, Virgo, and more — to ensure compliance across jurisdictions.
- Easy import and export: Easily upload your file plan into RecordPoint for smooth updates — no technical expertise required.
- Faster compliance: Cut your time to first record from 200 days to just a few, with automated workflows to simplify the process.
With this enhancement, you can independently manage file plans, automate governance processes, and ensure compliance with global standards — all with ease.
This feature will be available to all customers by Friday, March 14. Want to learn more? Take a look at our help documentation here.