Product · XeresDocs
XeresDocs files, retains and disposes of your organisation's records while every document stays in the Azure or AWS account you already own and pay for.
Bring your own storage
Most document systems hold your records in their cloud. XeresDocs splits the job so the part that matters stays with you.
Yours
Yours
Ours
Solutions
Each sector keeps different records for different reasons. XeresDocs comes set up with the departments, record types and retention schedules yours actually uses.
Every service area's case files under one retention schedule, ready for FOI and subject access requests.
Housing · Planning · Social care · Licensing
Councils →Retention set from the NHS Records Management Code, with holds that survive an inquiry.
Care records · HR · Complaints · Governance
Health and care →Matter files closed, retained and destroyed on schedule, with legal hold when a claim arrives.
Matters · Deeds · Wills · Correspondence
Law firms →Pupil, SEND and safeguarding records kept to the right birthday, across every school in a trust.
Pupils · SEND · Admissions · Staff
Schools and trusts →Retention levels
Every organisation picks its own level for each storage account. XeresDocs never chooses the strictest one for you.
XeresDocs refuses to dispose of a record before its date. The default for most organisations.
Who can override: your storage administrator
The storage itself holds each file until its date, as well as XeresDocs.
Who can override: a storage administrator, deliberately
Each file is locked in storage until its date. Nobody can delete it early, including us and your cloud provider's account owner.
Who can override: nobody
Getting started
Setting up follows the order the work forces. Your administrator does it from screens in XeresDocs, and a checklist confirms each step against your storage.
An administrator approves XeresDocs for your organisation on one consent screen.
Run our template in your Azure subscription, or create a role in your AWS account.
Departments, record types and retention schedules, started from your sector's.
Upload it, and see it scanned, tagged and held in your own storage.
We'll walk through your retention schedule and show it running against storage you control.