FEDERALDOX FOR NARA RECORDS
N A R A R E C O R D S M A N A G E M E N T F E A T U R E S
FEDERALDOX RETENTION POLICY SERVICES
FederalDox Retention Policy Services automates content retention and disposition and allows for holds and content immutability for typical or informal records management. Retention Policy Services enables compliance with regulations and organizational best practices and can manage large volumes of records without modifying end-user behavior.
Retention Policy Services can be added to any supported Intellidox for Documentum environment and is the base product of the modular Intellidox records management family.
Retention Policy Services delivers:
- Conditional retention policies – Automate records requirements with event-based retention for workflows and business processes
- Automatic protections – Apply policies automatically to minimize end-user involvement and maximize policy adherence
- Lifecycle controls – Manage documents using the appropriate retention policy for their lifecycle phase
- Hold application and management – Suspend disposition based on investigation and provide an audit trail for the legal team
- Automatic disposal – Configure automatic deletion at policy end or set mandatory conditions and approvals prior to disposal
- Notifications – Alert record owners when content is eligible for disposition and track and report upon destruction
- Expiration dates – Ensure the systematic disposal of non-records content when no retention policy or hold has been applied
PHYSICAL RECORDS SERVICES
Organizations can manage paper and electronic records with a common interface and common policies. Administrators can create and manage objects that represent physical items such as documents, folders, and boxes, and create a virtual warehouse that supports locations, bays, bins, and shelves.

In addition, administrators can apply Retention Policy Services and Records Management functionality such as promotion, disposition, and hold capabilities to both physical and electronic records. You can add Physical Records Services to any supported Documentum environment and use in conjunction with either Retention Policy Services or Records Management.
Compliant Records
Manually declare records to be in conformance with regulations.
File Plan
Classify records across the organization using a hierarchical folder structure.
Location
Manage storage location information such as Site/Warehouse/Room, Isle, Shelf, Box, File and Record.
Library Services
Mange and track check out, retrieval, shipping, and complete chain or custody for physical records. Send destruction requests or pickup requests for files & boxes.
Label Generation
Generate, Print, and track boxes and Files using barcodes and tags
And More!
Contact Us to See a Demo of Intellidox for records.
FORMAL RECORDS MANAGER
Organizations gain formal records management capabilities, security, records classification, and file plan features. Records Manager is a modular component that works with Retention Policy Services and Physical Records Services or Federated Records Services. It’s required for certifications such as Model Requirements for the Management of Electronic Records (MoReq) or Department of Defense (DoD) 5015.2 v3. You can add Records Manager to any supported Documentum environment.
Compliant Records
Manually declare records to be in conformance with regulations.
File Plan
Classify records across the organization using a hierarchical folder structure.
Classification
Arrange records manually or automatically to specify authorities and disposition instructions.
Security
Adjust access control lists down to the record level.
Compound Records
Improve consistency and clarity by managing multiple documents as a single record.
Records Disposition
Identify eligible records, request authorizations, and schedule deletions to ensure proper disposal.
Repository Encryption
Protects against unauthorized access to critical business information with repository encryption, an operating system-level security break and unauthorized access to repository files.
And More!
Contact Us to See a Demo of Intellidox for records.
FEDERALDOX FOR NARA RECORDS
FederalDox document and records management systems works together to provide for better document and record lifecycle management while simplifying the access to critical information within the organization.
FederalDox Records Management helps manage your document lifecycle, including the key basic stages in a document’s life.
- Capture – Scanned, Faxed, Emailed, electronically submitted forms and other key documents may originate within an organization or be received from outside of the company. FederalDox
capture helps you collect all these assets and store in a central repository for management.
- Manage – Captured documents can become an official record, starting the will be classification, declaration, and retention within the records management system. Organizational records
management plans can be automatically applied.
- Retain – Once a document becomes a record, a retention policy may be applied. Retention Policies will ensure the document is stored in a secure manner such that it cannot be altered or destroyed.
- Deliver – Records are available to workers search, view and print for use in the normal course of business. The Records management system will allow normal consumption of documents while also ensuring that a record is not altered and cannot be deleted before its scheduled disposition.
- Disposition – Most business records can be destroyed within a designated period according to the Federal ARS or GRS records retention schedules, while other records may be designated a permanent records, in which case they will never be destroyed. The disposition process will prepare documents for disposition and manage the review and approval process associated with document destruction.
- Transfer – Permanent Records and other key documents often require transfer to NARA (National Archives and Records Administration). FederalDox will prepare package and transfer official records to NARA as defined by your business process.
- Comply
– FederalDox and OpenText Documentum Records Manager are fully compliant and DoD 5015.2 Certified management system guidelines.
