Retention Tracking For Document Management and Compliance.

If you're still using spreadsheets or manual systems to manage document retention, you're inviting errors, missed reviews, and compliance headaches. SimplifyIT's built-in retention tracking tools ensure every document has a defined lifecycle - and proof that you're following it.

Retention Tools, Built for Financial Institutions

Assign retention periods to any uploaded policy, form, or procedure
Automatic reminders before expiration or review dates
Workflow automation to route expired content for update or archiving
Exportable retention logs - perfect for audits and internal reviews
Integrated with our document repository

Prevent Expired Documents from Being Shared

When documents are flagged as expired, they can be automatically removed from employee view. No more staff referencing outdated procedures or policies. Admins can archive or update with one click.

Common Use Cases

Retention tracking for HR policies, procedures, and benefits documents
Board and committee documents with annual review requirements
Compliance-required records with federally mandated retention cycles
Forms and templates that need periodic updates

Smart Alerts and Review Cycles

When a document is uploaded or created, the default review date is set to one year later = but content owners can adjust it as needed. Alerts begin displaying 45 days before the scheduled review date, and the assigned content owners are responsible for completing the review. Everything is tracked, timestamped, and exportable.

Ready to Ditch the Spreadsheet?

Request a demo and we'll show you how to set retention rules, get ahead of deadlines, and pass your next audit without digging through folders.

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