The following table describes what features are included in each Records365 plan. For more information on Records365 plans please see Commercial Model.
|Electronic Record Management|
|Electronic Records & Folders|
|Physical Records Management|
|Physical Boxes, Folders, Parts & Records|
|Physical Loan Request Management|
|Physical Location Management|
|Advanced Metadata Search|
|Record Version History|
|Record Audit History|
|Global File Plan / Business Classification Scheme (BCS)|
|Metadata-based Retention Triggers|
|AI-based Classification (Classification Intelligence)|
|Legal Holds Management|
|Physical & Electronic Disposal Workflow|
|Disposal Approval Workflow|
|Role-Based Access Control|
|Azure AD Federation|
|Basic Reporting & Analytics|
The following table describes each of the Records365 connectors that are currently available. For more information on essential and premium connectors please see Commercial Model.
|OneDrive for Business|
|FileConnect (for network shares)|
The table below outlines the high-level areas of RecordPoint responsibility and customer responsibility across the Records365 service.
In addition to the boundaries of the service defined in the section Service Elements, the Service specifically excludes the following: