Zasio Versatile manages electronic and physical records along with the retention schedules that govern them. Electronic records can be stored in its repository or governed in place through connected repositories. Its retention schedule database contains more than 183,000 verified legal citations across 170 countries. Electronic Records Management is offered in Standard or Advanced tiers, and customers select one rather than both. Advanced adds manage-in-place integrations, legal holds, disposition approval workflow, folder rules, workflow templates, revision history, country-based retention, profiles, and advanced search. Named connectors include SharePoint, OneDrive, Box, Dropbox, Google Drive, network file systems, FTP, and generic SQL databases. Versatile Fuse can push approved retention rules to systems such as Alfresco, Microsoft 365, and Iron Mountain ARCIS; custom integrations can be scoped with Zasio's services team. The browser client covers electronic content, schedules, legal research, physical records, dispositions, holds, dashboards, and administration. Deployment is available as Zasio-hosted SaaS or on-premises. Pricing is on request.
Who it is for
Versatile suits organizations that need to govern both electronic and physical records, apply retention rules, and manage legal holds or dispositions. It offers hosted SaaS and on-premises deployment options.
What is good
- Retention research spans 170 countries.
- Offers SaaS or on-premises deployment.
- Supports two-factor authentication and listed SSO options.
- Audit trail records user and timestamp.
What to know first
- Pricing is on request.
- Customers must choose Standard or Advanced ERM.
- Technical support is limited to weekday hours.
Verdict
Versatile combines records management with retention research and deployment choices. Buyers should compare the Standard and Advanced tiers and confirm pricing and support arrangements with Zasio.
Zasio Versatile plans and pricing
All plansCompared on records management software
- Retention rules
- Yes
- Legal holds
- Yes
- Disposition workflow
- Yes
- Audit trail
- Yes
- Classification method
- rule_based
