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DocFinity Introduces New Records Management Module

Centrally, Electronically, and Automatically Manages the Records Lifecycle From Storage to Disposal (October 18, 2011)

STATE COLLEGE, PA -- (Marketwire) -- 10/18/11 -- DocFinity has introduced its new Records Management module -- a complementary addition to its enterprise content management (ECM) and business process management (BPM) software, which is used in the insurance, healthcare, higher education, and other industries. The release of the module was announced yesterday at ARMA International's 56th Conference & Expo, being held at the Gaylord National in National Harbor, Maryland.

"This new module significantly enhances DocFinity's capabilities," said Ron Prichard, DocFinity's president. "It enables customers to manage the complete lifecycle of their documents -- from creation to preservation to disposition -- with DocFinity's single interface. The feature-rich options let organizations manage their information and comply with regulations. The module also gives them eDiscovery tools, capturing and maintaining evidence of and information about business activities and transactions. It's as powerful a compliance tool as it is an organizational and management tool."

The new Records Management module creates clear, auditable trails of evidence for every process performed on every record in the system. It considers every indexed document in the system to be a record, groups related documents into Record Series for simplification, and provides mechanisms to automate management in two simple categories:

  • Basic retention policies, including automated rules to map records to retention policies, an automated approval process or record disposal, and rendering records in non-editable formats

  • Advanced retention policies, including legal hold and eDiscovery

The module also features Record Search, which searches beyond the current version of each document into all versions of the document and even into the history data that comprises the entire record series, enabling searches for every instance of any record, even obsolete versions.

About DocFinity
DocFinity is a product of Optical Image Technology, Inc. (OIT), a developer of business-improving products and services, headquartered in State College, PA. Since 1986, OIT has been creating products and services that improve business performance by providing better information management, enabling better decision-making, improving responsiveness and customer service, and reducing operational expenses. Because of our cultural commitment to our customers, we've also been delivering award-winning support. To learn more, please visit, call us at 800-678-3241, or email

Erica Kotula
814-238-0038, Ext. 295
Email Contact

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Related Keywords: DocFinity, Insurance, Education, Storage, Internet, Services, Software, Misc, Search, Management, Marketwire, Inc., , Business, Email, Other,

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