Connectors
Meet records where they live.
Planned connections to the files, directories, and communication tools a municipality already uses.
Local records
Windows file shares
Search selected shared folders on a municipal file server.
PlannedStaff access
LDAP / Active Directory
Use directory users and groups to manage staff access.
PlannedEmail & files
Microsoft 365
Collect selected Outlook, SharePoint, and OneDrive records. Also known as Office 365 or O365.
PlannedEmail & files
Google Workspace
Collect selected Gmail messages and Drive documents.
PlannedPaper mail
DocuPost
Send approved response letters through postal mail.
PlannedPDFs & signatures
Adobe Acrobat
Prepare PDFs and route documents for electronic signatures with Acrobat services and Sign.
PlannedStaff notifications
Slack
Notify the assigned team about requests and approaching deadlines.
Planned
Collection is an explicit step.
The planned workflow lets staff choose which records to collect. Review and release approval remain with the custodian.