Records365 Features
The following table describes what features are included in each Records365 plan. For more information on Records365 plans please see Commercial Model.
| Records365 Plan | |||
|---|---|---|---|
| Feature | Starter | Standard | Enterprise |
| Electronic Record Management | |||
| Electronic Records & Folders | ✔ | ✔ | ✔ |
| Binary Protection | ✔ | ✔ | ✔ |
| Resubmit | ✔ | ✔ | ✔ |
| Reschedule | ✔ | ✔ | ✔ |
| Physical Records Management | |||
| Physical Boxes, Folders, Parts & Records | ✔ | ✔ | ✔ |
| Physical Profiles | ✔ | ✔ | ✔ |
| Physical Loan Request Management | ✔ | ✔ | ✔ |
| Physical Location Management | ✔ | ✔ | ✔ |
| Physical Labels | ✔ | ✔ | ✔ |
| Physical Scanning | ✔ | ✔ | ✔ |
| Search | |||
| Advanced Metadata Search | ✔ | ✔ | ✔ |
| Saved Searches | ✔ | ✔ | ✔ |
| Record Export | ✔ | ✔ | ✔ |
| History | |||
| Record Version History | ✔ | ✔ | ✔ |
| Record Audit History | ✔ | ✔ | ✔ |
| Retention | |||
| Global File Plan / Business Classification Scheme (BCS) | ✔ | ✔ | ✔ |
| Metadata-based Retention Triggers | ✔ | ✔ | ✔ |
| Classification | |||
| Metadata-based Classification | ✔ | ✔ | ✔ |
| AI-based Classification (Classification Intelligence) | ✔ | ✔ | |
| Legal Holds | |||
| Legal Holds Management | ✔ | ✔ | ✔ |
| Disposal | |||
| Physical & Electronic Disposal Workflow | ✔ | ✔ | ✔ |
| Disposal Approval Workflow | ✔ | ✔ | ✔ |
| Role-Based Access Control | |||
| Azure AD Federation | ✔ | ✔ | ✔ |
| Security Profiles | ✔ | ✔ | ✔ |
| Security Trimming | ✔ | ||
| Reporting | |||
| Basic Reporting & Analytics | ✔ | ✔ | ✔ |
Records365 Connectors
The following table describes each of the Records365 connectors that are currently available. For more information on essential and premium connectors please see Commercial Model.
| Connector | Essential | Premium |
|---|---|---|
| SharePoint Online | ✔ | |
| OneDrive for Business | ✔ | |
| Dropbox | ✔ | |
| Box | ✔ | |
| SharePoint On-Premises | ✔ | |
| FileConnect (for network shares) | ✔ | |
| Exchange Online | ✔ |
Service Responsibilities
The table below outlines the high-level areas of RecordPoint responsibility and customer responsibility across the Records365 service.
Service Exclusions
In addition to the boundaries of the service defined in the section Service Elements, the Service specifically excludes the following:
- Office 365, other content sources or Records365 configuration and solution onboarding.
- Data migration and initial records submission.
- Network access or interconnection.
- Identity federation.
- Customer-specific security requirements.
- Custom certificates and other customer specific hardware and software requirements.
- Customer-specific solutions or system integration.
- Any item not explicitly described in the section Service Elements.