| Laserfiche | Set granular permissions to limit who can view, edit or delete sensitive information — by role, team or record type.[1] | Repository auditing provides detailed control over how repository events are logged. You can configure auditing by user or group, audit successful and failed actions, and require users to provide reasons for specific actions.[2] | Configure policies once, then let Laserfiche apply, track and enforce them across documents and folders.[1] | Quickly locate, preserve and export records with full audit trails to support eDiscovery and legal response.[1] | Laserfiche native Microsoft 365 collaboration[3] |
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| Doxis | Doxis says documents inherit access rights from their customer or contract file.[4] | Doxis says each workflow step is logged with reviewer and approval timing.[4] | Doxis describes automatic retention schedules and audit-proof archiving.[4] | Not documented[4] | Doxis names integrations for Dynamics 365, Office 365, Workday, Salesforce, and ServiceNow.[4] |
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| iManage Work | iManage documents role-based and object-based access rights and filters search results by authorization.[5] | iManage Work Timeline shows a full history of activity for files.[6] | Not documented[7] | Not documented[7] | When viewing an iManage document in Microsoft Word, Excel, or PowerPoint, you can easily access its properties in the ‘iManage’ ribbon.[6] |
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| NetDocuments | Gain granular access controls at the user, document, or workspace level to let you consistently maintain client confidentiality and ethical standards.[8] | Get a comprehensive view of exactly who is accessing which documents so that you can demonstrate your firm’s security compliance to both clients and regulatory bodies with just a click.[8] | Not documented[9] | Not documented[9] | NetDocuments seamlessly integrates with Microsoft Teams, allowing you to manage, preview, and collaborate on documents using the tools you’re already familiar with.[10] |
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| M-Files | M-Files’ metadata-driven system lets organizations set access permissions for whole classes of documents and data objects as well as specific documents and even for different versions of the same document. Additionally, specific levels of access can be assigned to different users or defined by role, group or the metadata property of the document.[11] | M-Files consistently enforces access and document control throughout the organization, providing audit trails for each file upon request.[11] | Records retention and disposition policies defined by the company ensure that documents are handled correctly in compliance with regulation throughout their lifecycle.[11] | Not documented[12] | Use documents with context and compliance in Teams, SharePoint, Outlook, and Copilot.[12] |
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| Objective Nexus | Objective Nexus documents document-level access to view, open, edit, share, and delete.[13] | Objective Nexus reports every action in on-screen views and detailed reports.[13] | Objective Nexus manages records from creation to disposal or transfer.[14] | Not documented[14] | Objective Nexus names Microsoft Teams, SharePoint, and Microsoft 365 governance.[15] |
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| AODocs | Fine-grained record permissions control view, edit, and delete access.[16] | Audit trails record creation, modification, access, and deletion.[16] | Schedules use folders, metadata, and custom event dates.[16] | Not documented[17] | The vendor names SAP, Salesforce, Microsoft 365, and Google Workspace integrations.[18] |
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| Contentverse | Contentverse describes configurable role-based access by users, roles, departments, and document classifications.[19] | Contentverse lists audit trails; detailed event scope is not stated on the opened page.[20] | Contentverse describes retention policies and electronic records lifecycle management.[20] | Not documented[21] | The opened page names Microsoft Office and Office Online integration.[22] |
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| Therefore | Therefore documents role-based permissions that can be refined for specific roles.[23] | The audit trail records document creation, modification, and deletion events.[24] | Not documented[25] | Not documented[25] | The vendor names Microsoft 365, OneDrive, Dropbox, Box, Google Drive, and SAP connectors.[26] |
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| Newgen Enterprise Content Management | Newgen says its platform helps secure business-critical information while addressing regulatory requirements.[27] | Newgen lists audit trails within its compliance-driven records-management capabilities.[27] | Newgen describes automated retention schedules and defensible disposition for records.[27] | Newgen names legal holds as a records-management capability.[27] | Not documented[27] |
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