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Digital Records Management  
NetDocuments provides a single, SaaS-based repository for the entire life cycle of documents and emails, eliminating the need to move them into another storage location and the headache of purchasing and managing yet another repository for records retention. Don't you have enough servers and databases to administer? And most of the features of a records management system already exist in the DMS thus duplicating interfaces and functionality. NetDocuments simplifies your life.

NetDocuments offers ONE REPOSITORY and ONE VIEW to all your content—from creation of the document to the final resting stop—for maintaining records retention policies as defined by the various compliancy regulations for your industry. Documents are simply transformed into an unalterable record in the same repository and cabinet.

Single Repository — With NetDocuments you simply keep your documents in the same organizational structure and folder location as they were in the DMS but with the status changed to a record. Your existing searches, your workspaces and other views are all maintained but now the profile attributes and contents are no longer editable.

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Document Archiving — NetDocuments provides an automated method for archiving documents, emails, and images. Consider the document life cycle:

   1. Documents are created or imported as work-in-process
       documents.
   2. Versions of active documents which need to be "frozen"
       in time because they were mailed out, faxed, emailed,
       or filed in court are canonized and become records.
   3. The matter or project associated with the document is
       closed.
   4. Closed matters or projects as of a particular date
       can be printed for verification and auditing.
   5. Documents associated with closed matters or projects
       can be archived.
   6. Archived documents are marked as such and are
       unalterable, but retain the same organization and
       metadata.
   7. Archived documents are subject to retention policies.
   8. Retention policies will purge records.

Purging — All digital files will eventually need to be purged. NetDocuments DRMS provides the management and enforcement of policies for records retention with multiple rules-based policies for determining when a record should be purged according to any combination of the following criterion:

   1. Based on Matter-type (or area of law or project type).
       Each matter should be associated with a particular area
       of law.
   2. Based upon Matter closing date (or project closing date).
       This is a matter-level data.
   3. Based upon Jurisdiction. This is a document level profile
       field, usually associated with "office".
   4. Based upon Client/Matter information.
   5. Based upon Document Type.
   6. Based upon any Profile information.

For each rule, the service can provide the target date for record or document purging.

Email capture — When an Email is captured using NetDocuments Email Management Service it is officially designated as a record. No alteration can be made to the original email metadata, email body, and email attachments. EMS supports attachment stubbing and deletion from your Exchange Servers.