Here are the most frequently asked questions for people learning about TAB FusionRMS.

Q: What is TAB FusionRMS?

A: TAB FusionRMS is a comprehensive records management software designed to help organizations efficiently manage their physical and digital records throughout their lifecycle, ensuring compliance, improving access, and reducing risk.


Q: Who can benefit from using TAB FusionRMS?

A: TAB FusionRMS is ideal for businesses of all sizes across various industries (including healthcare, legal, finance, government, energy, biopharma, and more) that need to manage records, documents, and information systematically.

Q: What are the key features of TAB FusionRMS?

A: TAB FusionRMS offers a wide range of features including document tracking, retention scheduling, workflow automation, audit trails, secure access controls, electronic document management, and reporting capabilities.


Q: Can TAB FusionRMS integrate with other software systems?

A: TAB offers supported integration between TAB FusionRMS and other systems through TAB FusionRMS Connect. Connect is a RESTful API solution that can be used with TAB FusionRMS to enable seamless bi-directional data flow between diverse systems, fostering interoperability and enhancing functionality. Access to TAB FusionRMS Connect is governed under a separate agreement, including recurring subscription fees.


Q: How does TAB FusionRMS ensure the security of my records?

A: TAB FusionRMS provides robust security features, including user authentication, role-based access controls, encryption, and audit trails, to ensure that your records are protected against unauthorized access and tampering. Learn more about our enhanced security features here.

Q: How long does it take to implement TAB FusionRMS?

A: The implementation timeline for TAB FusionRMS can vary depending on the complexity of your records management needs and the size of your organization. Our team will work with you to develop a tailored implementation plan to ensure a smooth transition.


Q: How frequently does TAB FusionRMS release updates?

A: Frequency of Upgrades: We conduct regular upgrades during our monthly maintenance window, scheduled for the third Thursday of each month. During this time, the system will be offline from 9 PM ET until 11:59 PM ET. These upgrades may include both infrastructure and application-level updates. We strive to ensure that any downtime minimally impacts use of the application.

Notification of Scheduled Maintenance: The TAB support team will notify you of scheduled maintenance through monthly reminder emails. These emails will detail the specific changes and updates planned. Should there be any unscheduled or extended downtime, we will communicate that as promptly as possible.


Q: What kind of training does TAB FusionRMS provide?

A: TAB FusionRMS offers comprehensive training programs, including on-site training, online tutorials, and user guides. For up-to-date documentation on TAB FusionRMS V11, customers are encouraged to visit the GUIDE portal https://tabhelp.zendesk.com/hc/en-us .


Q: Do you offer customer support?

A: Our support team is available to provide ongoing assistance and answer any questions you have. For support, contact our support team at https://tabhelp.zendesk.com/hc/en-us/requests/new or 1-855-812-3256.

Q: How is TAB FusionRMS priced?

A: TAB FusionRMS pricing is based on several factors, including the number of users, the level of functionality required, and any additional services needed. Contact our sales team for a customized quote.


Q: Is there a free trial available for TAB FusionRMS?

A: Yes, we offer a free trial of TAB FusionRMS so you can explore its features and see how it fits your records management needs. Contact our sales team to get started with your free trial.

Q: What are the system requirements for TAB FusionRMS?

A: For the SaaS product, users must have Windows 10 or higher. Supported browsers include Chrome (version 70 or above), Edge (version 40 or above), and Safari (version 10 or above).

Our technical team can provide detailed specifications to ensure compatibility with your existing IT infrastructure.


Q: Can TAB FusionRMS handle both physical and digital records?

A: Yes. TAB FusionRMS manages physical and digital records, providing a unified solution for all your records management needs.

Q: How does TAB FusionRMS help with regulatory compliance?

A: TAB FusionRMS includes features such as retention schedules, automated disposition, and audit trails to help organizations comply with industry regulations and standards, ensuring that records are managed following legal requirements.

Leverage our more than 70 years of records management experience.