SaaS records management: Know everything about your records

Manage your records, employee access, and record locations within a single solution.

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SaaS for managing your records

Find files and assets fast.

A man and woman on a computer using TAB Fusion's Records Management Software
Anything you put into TAB FusionRMS is quickly found because of the metadata attached to the record or asset when you input it into the system. TAB FusionRMS is perfect for managing a group of loans in the financial industry, tracking and keeping permits for a municipal government, or maintaining a physical asset (like a computer or smartphone) because you’re an IT professional, and so much more.

Benefits

The TAB FusionRMS Advantage

Maintain Compliance and Reduce Risk

Records don’t change. Maintain their integrity to ensure regulatory and company compliance. Plus, whether you’re tracking because of chain of custody or other government regulations, TAB FusionsRMS helps you maintain compliance and reduce your risk.

Retention and Lifecycle Management

From record creation to disposition, manage the entire lifecycle of your records. This can be done at the box, folder (as a whole), or document (individual) level. Set up your retention schedule and the rules around how you dispose of or move records through their lifecycle.

Decrease Your Costs

Often, up to 50% of the files stored off-site are past their retention dates, are duplicate records, or are not required for long-term preservation. Inefficient storage solutions drive up overhead costs and make it harder to access information. Eliminate unnecessary files and reduce your costs.

Enhanced Security

Protect sensitive information from unauthorized access, data breaches, and cyber threats. Advanced encryption methods, such as AES 256-bit encryption, are employed both in transit and at rest, ensuring that data remains inaccessible to unauthorized users. Multi-factor authentication (MFA), regular security audits, and access controls are standard practices to safeguard data integrity and confidentiality.

The go-to SaaS records management software for RIM professionals.

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Why Choose TAB FusionRMS

A record management software made by record management experts.

Customizable Dashboards and Reports

Metric style reporting that’s customizable to the individual. Easy to create with no coding or syntax needed. Measure volume, time, and activity with an adjustable view to match your role perfectly.

Easy to use Interface

Fully editable grid for data entry enables quick creation of records. No extra forms or popups. Simply click the field you need to edit and edit it. Make managing records simple.

Bulk Management

When you need to edit or locate large chunks of documents at a time. Bulk import match (or bounce to find) records that match your criteria and edit or request action on the entire selection with just a few clicks.

Document Vault

Add unstructured files with the Document Vault. It’s great for having employees without a records management background get files into TAB FusionRMS (i.e., field workers). Then have a RIM professional put structure to the record (a.k.a. the metadata).

Complete Features List

Full Feature and License Options​

Choose between four license models – Essential, Physical records management only, Electronic records management only, or Enterprise records management. All licenses have retention schedule management except for Essential.

Feature
TAB FusionRMS License
Essential
Physical
Electronic
Enterprise
Feature
Essential
Physical
Electronic
Enterprise
Configurable Taxonomy & Metadata Fields
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cross
cross
cross
Configurable Sign In Messaging**
cross
cross
cross
cross
User Log In & Activity Auditing
cross
cross
cross
cross
Import Wizard
cross
cross
cross
cross
Metadata Print & Export
cross
cross
cross
cross
Newsfeed & Task Lists
cross
cross
cross
cross
Global Search
cross
cross
cross
cross
Query
cross
cross
cross
cross
My Queries
cross
cross
cross
cross
My Favorites
cross
cross
cross
cross
Retention Schedule Management
cross
cross
cross
Record Classification & Eligibility Reporting
cross
cross
cross
Retention & Legal Holds
cross
cross
cross
Record Inactivity Workflow & Reporting
cross
cross
cross
Record Disposition Workflow & Reporting
cross
cross
cross
Email Notifications
cross
cross
cross
cross
Dashboard Reporting
cross
cross
cross
cross
Custom Reports
cross
cross
cross
cross
Feature
Essential
Physical
Electronic
Enterprise
Record Transfer (Check In/Out) & Chain of Custody Reporting
cross
cross
cross
Record Request Workflow & Reporting
cross
cross
cross
Due Back Day Management & Reporting
cross
cross
cross
Inventory and Contents Reporting
cross
cross
cross
Configurable Destinations/Containers
cross
cross
cross
Black & White Labeling
cross
cross
cross
cross
TABQUIK Color Code Labeling
cross
cross
cross
Barcode Scanning
cross
cross
cross
Feature
Essential
Physical
Electronic
Enterprise
Document Vault
 
 
cross
cross
Versioning Control
 
 
cross
cross
In-Application Document Viewer
 
 
cross
cross
Print & Download
 
 
cross
cross
Attachment Cart
 
 
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cross
Optical Character Recognition (OCR) Search
 
 
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cross
Convenient Upload Options (Browse To, Drag & Drop)
 
 
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cross
Scanning Integration with TWAIN Supported Capture Devices
 
 
cross
cross
Feature
Essential
Physical
Electronic
Enterprise
Group-Based Security Model
cross
cross
cross
cross
Granular Permissions Management
cross
cross
cross
cross
User & Group Management
cross
cross
cross
cross
Active Directory (LDAP) Integration* 
cross
cross
cross
cross
Azure AD Integration
cross
cross
cross
cross
OKTA Integration**
cross
cross
cross
cross

*ONLY AVAILABLE TO ON-PREMISES DEPLOYMENTS
**ONLY AVAILABLE TO ON-PREMISES OR SINGLE TENANT SAAS DEPLOYMENTS

Not sure which license is best for you? Contact us today to find out.

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