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  • 1.  Record Retention

    This message was posted by a user wishing to remain anonymous
    Posted 17 days ago
    This message was posted by a user wishing to remain anonymous

    I'm not entirely sure how to categorize this question, but I am in search of a record retention software outside of our vendor management program.  I suppose I could schedule and log destruction within the current system, but I am looking for something that would also track other areas of the credit union that may not be managed through vendor management.  Would anyone have some successful solutions to suggest?  Thanks in advance.


  • 2.  RE: Record Retention

    Posted 11 days ago
    We actually are just in the process of reaching out to vendors for this same thing.  We have contacted eFileCabinet; Docuphase; NetDocuments;Treeno; DocStar ECM.
    What industry are you in?


  • 3.  RE: Record Retention

    This message was posted by a user wishing to remain anonymous
    Posted 10 days ago
    This message was posted by a user wishing to remain anonymous

    Laure, I am in the financial industry, working for a credit union.