Records Management

DocMinder® Records Management

Manage files according to your defined records management policies with DocMinder® records management.

DocMinder® Records Disposition Management provides organizations with a solution to automate the process of managing and tracking expired or out-of-date content that is eligible for disposition.

The Records Disposition module produces a report based on a responsible attorney’s matters. The report lists all matters for an attorney who has records eligible for disposal from a DMS records management system.

Records Disposition
Responsible Attorney Review
Records Manager Review

Review Records for Disposition

DocMinder® Records Disposition runs based on schedule. Each attorney is assigned to the first step in a workflow to review the records and determine disposition.

The responsible attorney receives an email instructing him to use the link in the email to review and determine disposition.

The responsible attorney is given a specific number of days to complete the review. The responsible attorney will be notified periodically by email that the task needs to be completed.

If the task is not completed in the specified number of days, the records manager is notified.


Bruce L. Karlson,

You have been tasked to review records that are eligible for disposition for the following client matters:

29 items for Client: 50012, ACME Packaging, Matter: 40010 Mortgage

29 items for Client: 50012, ACME Packaging, Matter: 50010 Sale

29 items for Client: 50012, ACME Packaging, Matter: 40013 Contract

...and 13 others.



Click on the link below to get started.

Approve Records for Disposal

After the responsible attorney has completed his review and disposition, the records manager receives an email with a link to review and finalize the disposition.

The records manager has the final determination of the disposition of the records.

When the records manager completes the task, the DocMinder® Records Disposition module connects to the DMS records manager and disposes of the documents stored in the DMS system and marks the records as destroyed.

The records manager can produce a list of items that are physical records and arrange for the destruction of the physical records.


 

Billing Attorney: Bruce L. Karlson
Report Date: 9/14/2016 12:00 AM
Number of Matters: 18
Total Records: 827
You can approve records to be disposed by client matter, or individually.

1 Item Selected

1,350 records in this selection

  Matters Action Details
 

600125 Graphic Tech, Inc.

000047 Patent

Show more details

Action: Not actioned

Actioned by:

Records 1

Approved 0

Actioned 0

View Records

 

600126 Hoolie

000007 Litigation

Show more details

Action: Not actioned

Actioned by:

Records 1

Approved 0

Actioned 0

View Records

Word-Tech, Inc.

5625 Foxridge Drive

Mission, KS 66202

(913) 722-3334

info@wordtech.com