Document Retention Automation

Streamline document retention management policies effortlessly with Centralpoint. Enjoy user-friendly tools for defining numerous retention policies, complete with custom filters, queries, and start/end dates. Centralpoint conveniently stores repository information, connecting to Shared File Folders, SQL, Oracle, IBM, and Web Services for third-party providers such as Workday, Citibank, ADP, and more. This facilitates automated spidering, detection, archiving, and removal of records that surpass allowable retention policies. Live reporting ensures compliance transparency. Think of Centralpoint as your dedicated Compliance Appliance.


Centralpoint's scheduled feature will visit each of these silos at a frequency you select to find any record which is considered to be expired, based upon your retention policies. Any files detected can be routed to the appropriate adiministrator to authorize the destruction of those records; and when approved, Centralpoint will destroy all records from each system recording each step.  Centralpoint (Automated) Document Retention Policy Management helps you to remain compliant on a continual basis.

Businesses are required by law to retain confidential client, employee, and company information for a minimal amount of time. But many documents eventually outlive their purpose, and holding onto them for too long puts you at risk of a security breach and non-compliance with today’s privacy legislation. How long you store business records should be determined by a retention schedule that balances each record’s usefulness with the legal requirements. This schedule will depend on the type of business and the lifecycle of specific documents.

Below is a document retention schedule that outlines how long you should hold on to important documents. After their retention period is complete, you should ensure that they are securely destroyed by a third-party information security provider. Please note that these recommendations on document retention are general guidelines only. They are not intended to represent legal advice. Contact your legal expert(s) or federal, state or provincial government to ensure you are following current legal requirements for your area.

* Retention periods begin after the termination, expiration, disposal, etc., of the item.