AI-Agents for Records Managers in Document Control
Agents help Records Managers keep correspondence complete and ready to find.
Preserve each marked email with its original attachments in one folder.
Your marked client or case emails go into the shared archive beside their attachments, with a folder link for the filing owner.
6 toolsEmail the owner a record of kept and trashed files after each review.
Your duplicate file report lands in your inbox with copy locations and decisions, so you can spot anything that needs your review.
24 toolsCheck every flagged email attachment against the archive and report gaps.
Your flagged email attachments go to the archive folders you set up, with original filenames and a report of files needing attention.
5 toolsPreserve original filenames while archiving old email attachments.
Your team gets older email attachments in a shared archive, plus a clear count, file locations, and any files that could not be recovered.
5 toolsPost text from linked record images for review.
Get the words from linked images on your review tasks, in reading order, with unclear passages flagged for a closer look.
11 toolsCollect scanned record text with links back to source images.
Your batch of photographed or scanned pages becomes a searchable document, with every transcript labeled so you can compare it with its source image.
4 toolsFind missing signing records for archived agreements.
Keep signed agreements ready for handoff, with signature certificates or audit trails beside them and a clear note when proof is missing.
8 toolsFind requested records within approved shared folders.
Your coworkers get a file link on their request, even with only a topic or project. Unclear matches come back with a question.
10 toolsKeep each signed agreement and its signing log in restricted records.
Your signed agreements and signing logs land together in the restricted folder you choose, and the owner gets links to both PDFs.
5 toolsList exact copies across record folders with links to originals.
Get a linked review list of exact copies across your shared folders, with extra files marked where they sit so you can decide what to keep.
Mark exact copies in incoming records before review.
Spot repeated files before you review a team's batch. Your folder shows flagged copies, and a results file shows where their matches live.
6 toolsFind identical records and record which copies remain in the folder.
You can clear exact duplicate files from a shared folder and see what stayed, what went to trash, and what still needs your choice.
6 tools
