​Product Benefits

A complete content lifecycle management solution, Collabware CLM for SharePoint is full of valuable features that help records managers do the following:

Increase efficiencies and productivity

• No need to create identical retention and disposition rules.  If the rule applies to multiple file categories in the file plan, create the rule once and apply to all applicable categories.
• Auto-categorization ensures documents are categorized correctly. Records managers do not need to correct categorizations.
• The disposition approval process can be done completely electronically.
• Intuitive, seamless workflow and auto-categorization means users rely less on records managers’ help.
• File plan navigation is easy and fast. Just type in a keyword or category number and the CLM file plan displays and highlights the category you want.
• Records managers’ activities and efforts, such as disposition approvals, are greatly simplified.
• The single, central records management system performs all functions, so there is no need to open and close different applications and wait for them to load.
• Regular users have a much easier time finding and declaring records. In fact, it can be completely automated so that users do not have to remember to declare records.
• Significant time savings are achieved through fast content surfacing and querying capabilities that deliver a ‘single source of truth’.

Decrease costs

• Increased compliance capabilities results in decreased operational and  legal costs.
• Time savings from improved efficiencies and productivity means reduced labour costs.
• Insight into the categorization of non-record content reduces the cost of e-discovery.

Reduce risks and improve compliance

• The ability to track documents and dispose of records according to set procedures reduces risks of spoliation.
• There is a greatly decreased amount of orphaned (no category association) or missing content.
• Rules-based auto categorization, rules-based record declaration and the elimination of user control result in increased records management compliance.
• Share information and improve collaboration
• Users can share content across the organization in a secured environment.
• Users can collaborate on a document without the risk of the content accidentally being overwritten or tampered with.
• The system can automatically create document versions and manage checked-out documents.
• The product offers seamless online and offline document editing modes.

Share information and improve collaboration

• Users can share content across the organization in a secured environment.
• Users can collaborate on a document without the risk of the content accidentally being overwritten or tampered with.
• The system can automatically create document versions and manage checked-out documents.
• The product offers seamless online and offline document editing modes.