Schedule a demoOpen Retention Manager

The Fontis Open Retention Manager (ORM) is a web-based solution for managing your retention policy.

Unlike most similar applications, Fontis ORM is based on content management technology, not relational database technology. That means you enjoy rich functionality, greater flexibility, and more options for managing classification schemes and legal data.

 

Web-based Policy Authoring and Management

Create and manage retention schedules without email, older desktop technologies, or heavyweight enterprise applications

  • Build a records classification scheme or taxonomy using our rich metadata model
  • Tie legal obligations to record types to better inform retention rules
  • Set retention rules based on record type or jurisdiction—or both

 

Validate and Build Consensus Online

Use ORM’s commenting and feedback capabilities to validate data with dispersed stakeholders

  • Allow anyone inside or outside your organization to securely access Fontis ORM  through a browser and Internet connection
  • Set role-based permissions to safely manage access to certain parts of Fontis ORM
  • Engage in threaded discussions around specific objects and incorporate feedback online
  • Queue unapproved changes before official publication

 

ORM screen

Distributed Digitally

Integrate your retention schedules in real time with downstream applications or your intranet

  • Easily extract data into your downstream system through our open API
  • Access a dedicated developer website and documentation
  • Stay in sync across the enterprise without transferring flat files

 
 

Under Full Audit Control and Security

Stay in control of your records management program and maintain defensibility in court.

  • Every user event is logged and reported, allowing complete documentation of all changes to Fontis ORM data
  • Data security levels are comparable to other best-in-class financial data applications, including 256-bit encryption and a world-class SAS 70 server infrastructure

 
 

With Many More Additional Features

  • Enjoy flexible reporting options with Jasper BI Reports module
  • Import existing legal data and file plans through a variety of formats, including MS Office, XML, or flat files
  • Export data in a variety of formats, including MS Office, XML, or flat files
  • Create HTML and print-based reports
  • Run sophisticated searches using filtering and advanced search options

Fontis ORM is included with an LDS subscription or can be purchased without legal information for use as a stand-alone taxonomy and policy management application.

Experience the power of ORM. Contact us to schedule a demo today.