Records Management: Configurability

FileTrail provides intuitive configuration tools giving you the power to change your system as business needs change.

Feature		Functionality
Classification		Adapts to reflect your organization, records categories, and media you want to track.   Intelligent linking allows automatic application of retention without requiring user knowledge.   Configuration of office locations provide jurisdictional linkage to your retention schedule.
Meta Data		Unlimited number of user-defined fields, re-useable on multiple screens.   Unlimited number of user-defined screens, applicable to multiple classifications.   Variety of configurable properties, including Required?, default, validation, user-defined help, and more.   Validation and synchronization with external data sources ensure high data standards.
Searching		Configure and save search and results definitions   Set defaults and filters for the search definition   Assign search definitions to Users and User Groups   Save favorite searches for quick access and on-demand reporting
Requesting		Configure custom request screens to collect data needed to provide those services   Configure requests for deliver, pull and hold, pickup, and tasks like scanning, faxing, copying and more   Control requesting by selecting the services each file room and records center provides   Configure service levels and related costs for file rooms, records centers and commercial vendors
Labeling		Design black & white and color coded labels   Configure which labels to print for which types of items   Print 3rd-party labeling like TabQuik, ColorBar, Colorflex and NetLabels
Security		Control access to functionality by Users and User Groups   Restrict data permissions on Organization, Category and Media by Users and User Groups   Support single-sign-on initiatives using Windows, AD, or form-based authentication