Platform 1 · XeresDocs
Records management that keeps itself in order
File each document against a record and XeresDocs takes it from there: who can see it, how long it is kept, and when it is due to go.
What it does
From the day it's filed to the day it's destroyed
Find anything in seconds
Search by name, reference or any detail on a record, across every department you're allowed to see. Results only ever show what you may open.
No more final_final_v3.pdf
Open Word documents, PDFs and emails in the browser. Every save is kept, and any earlier version can be brought back in a click.
The right people, and only them
Give a team a department, or let the record decide: a social worker sees the cases that name them, and nobody else's.
Disposal that waits for a person
Records that reach their date are gathered for review. Somebody approves them, and the destruction is written into a history nobody can change.
How firmly records are kept
You choose how hard the lock is
Every organisation chooses its own level. We never pick the strictest one for you.
Application
XeresDocs refuses to destroy anything before its date. Right for most organisations.
Protected
Your cloud storage holds each file until its date as well, and only your own storage administrator can release it.
Compliance
Each file is locked until its date. Nobody can remove it early: not your staff, not your administrators and not us.
Getting started
From sign-up to your first record
Your administrator sets XeresDocs up from its own screens, in the order the work needs, and we're with you for each step.
Approve XeresDocs
An administrator approves it for your organisation once, from Microsoft's own screen.
Connect your storage
Point XeresDocs at a storage account in your own Azure or AWS subscription.
Set up your departments
Start from a structure and schedule for your sector, then change anything.
File your first record
Upload a document and watch it checked, filed and given its keep-until date.
See it working, step by step
Eight steps through the real product, with a council's records.