Document Retention Software for Enterprise Compliance

Manage document lifecycles with our automated retention software

Managing document lifecycles doesn’t have to be complicated. Our document retention software helps you automate retention policies, reduce compliance risks, and streamline how records are stored and purged. Instead of manually tracking deadlines and file types, you can rely on intelligent automation that enforces policies consistently and securely.

Why Automate Document Retention?

Every organization must keep certain records, financial statements, HR files, invoices, or contracts, for specific periods defined by regulators. Some documents must be stored permanently, while others can be safely removed after several years. The challenge isn’t just setting rules but ensuring they’re applied correctly across thousands of files and multiple formats.

Our document retention system eliminates that challenge by monitoring archives, applying policies automatically, and keeping your records compliant without the drain of manual oversight.

To explore how IntelliChief can help you automate and enforce your document retention policies, learn more about our document lifecycle management solutions.

Automating Compliance with Retention Automation Software

Manually reviewing archives is time-consuming and prone to human error. Our retention automation software removes those risks by:

Enforcing document retention schedules automatically
Preventing accidental deletion of required records
Ensuring consistent compliance with federal and industry-specific laws

Whether you need to align with HIPAA, Sarbanes-Oxley, or IRCA requirements, Retention Manager simplifies compliance and supports audit readiness with secure, fully tracked archives.

Audit Preparation and Regulatory Proof

Audits often demand quick access to years of records. With our document retention software, every file is stored electronically and fully tracked. You can instantly provide:

Access logs showing who viewed or edited a document
Proof of retention policy enforcement
Secure storage records that protect files from damage or loss

For instance, employers have three business days to produce their employees’ I-9 forms upon request for the Department of Labor. With IntelliChief, these documents are always ready and accessible, no scrambling through paper archives. Learn more about how to document archiving with IntelliChief.

Have a Project?

The Retention Manager can automatically purge documents from your system, database, & repository if you’d like to dispose of your files as soon as they reach the end of their lifecycle.

If you’re more comfortable manually reviewing each document before it’s deleted, the Retention Manager can send your documents to a specific user for further processing.

Retention Manager: Business-Ready Record Retention Software

Retention Manager is our dedicated record retention software module, designed to work as part of the IntelliChief document management platform. It continuously checks your repository for expired or near-expired files and applies your chosen actions—whether that’s review, approval, or secure deletion.

Compliance teams can define unique retention rules for HR records, financial reports, or legal files, and configure custom review cycles to align with both corporate and regulatory standards. With role-based permissions, you control who can view, edit, or override purge policies, ensuring accountability at every step.

Streamlined Archiving and Storage Efficiency

By securely purging expired files, Retention Manager clears space in your archive, reduces storage costs, and makes it easier to locate active documents. When you search for a customer or supplier record, you’ll find only what’s relevant today, not outdated files from years past. This cleaner, more efficient archive directly improves productivity across teams.

Seamless ERP Integration

Retention Manager works natively within your ERP, ensuring that retention policies follow the same rules as your financial and HR cycles. It integrates with SAP ECC and S/4HANA, Oracle JD Edwards and EBS, Infor, and more.

Integration benefits include:

Eliminating redundant data entry
Enforcing role-based permissions already in your ERP
Aligning retention with financial close processes
Maintaining audit trails directly inside your ERP environment

This approach ensures your records retention solutions support enterprise governance without disrupting IT infrastructure. To explore how IntelliChief integrates with leading ERP systems, visit our ERP integration page and see how it supports seamless, compliant automation across your enterprise.

Built for Compliance Teams

Legal, audit, and compliance teams often bear the responsibility for proving regulatory adherence. Retention Manager provides them with:

Instant document history logs
Configurable retention rules by file type, department, or source
Automated enforcement that reduces manual oversight
Role-based access to ensure security and accountability

With this records retention solution, compliance professionals gain peace of mind knowing policies are enforced and documentation is always available for review.

Boost Efficiency and Reduce Costs

Manual document management consumes time and resources. With our document retention software, organizations benefit from:

Lower storage costs through automated purging
Reduced human error in lifecycle tracking
Freed-up IT and admin staff for higher-value projects
Stronger risk mitigation through accurate compliance enforcement

The ROI is immediate—saving hours of labor while minimizing costly compliance risks.

Enterprise-Scale Document Retention Software

Retention Manager is built to scale across large, multi-entity enterprises. Whether operating locally or globally, our document retention system supports high document volumes, multi-departmental policies, and centralized reporting. It adapts to the needs of highly regulated industries, including finance, healthcare, and manufacturing.

When compliance is complex and critical, IntelliChief delivers a proven, enterprise-ready solution that keeps your records secure, compliant, and accessible.

IntelliChief Retention Manager System Requirements

Retention Manager can be used with all versions of the IntelliChief system.

Questions?