File plans provide the structural backbone for compliant records management by defining classification, retention, and disposal rules across the organization.
Classification and retention framework
Administrators define file plans that automatically govern how records are classified, retained, and disposed of throughout their lifecycle.
Ensure records are classified correctly from creation.
Apply consistent retention across the organization.
Support transfer or disposal in line with policy.
Records follow approved retention and disposal rules.
Classification and actions are fully traceable.
File plan structures respect role-based access.
