Records management as a continuous workflow, not a quarterly project.

The federal Agency Records Officer (ARO), and state / county records officers, carry NARA / state-archives accountability. The file plan must be current, the records inventory complete, the disposition schedule executed on time, and federal records eligible for permanent transfer must reach NARA in approved formats. Most agencies run records-management as a quarterly clean-up project; OMB / NARA M-23-07 expects continuous.

Talk to a Records solutions engineer · Read the records-management modernisation use case

"We run records-management as a quarterly clean-up. NARA M-23-07 expects always-on. We don't have the staff."

"We run records-management as a quarterly clean-up. NARA M-23-07 expects always-on. We don't have the staff to manually maintain the file plan that way." — Agency Records Officer

What TeamSync gives the records officer.

1. The file plan as a TeamSync structured document type.

NARA file plan / state records-control schedule modelled as TeamSync document types with required metadata, retention period, disposition action, and authority citation. Records inherit file-plan classification on capture.

2. Auto-classification on capture.

Business Process Automation auto-classifies records on capture using metadata, content, and source-system signals. Reviewer approval where uncertain. The records inventory is live, not survey-derived.

3. Disposition workflow runs continuously.

Scheduled disposition events fire as eligibility dates pass. Reviewer approval, holds management, transfer-to-NARA workflow, destruction certificate generation — all in one workflow. Disposition backlog visible and reducible.

4. NARA transfer in approved formats.

Document Templates produce NARA-approved transfer packages (Standard Form 258, Authority for Disposal of Records). Format conversion to NARA-accepted formats (PDF/A, etc.) automated.

5. Audit ledger anchors every records event.

Every classification decision, every disposition action, every transfer — anchored in the Merkle audit ledger. NARA inspector and IG audit answered from cryptographic record.

What changes for the records officer.

Compliance frameworks served.

How TeamSync compares for records management.

Important: TeamSync coexists with Microsoft Purview Records Management for M365-resident content and serves as the consolidating records-of-record platform across non-M365 sources. For agencies on OpenText / Hyland / Gimmal, TeamSync is the modernisation path.

CTAs.

Related capabilities

• Intelligent Repository, Business Process Automation, Document Templates, RBAC + Backup, Tamper-evident audit ledger

Related compliance overlays

• FedRAMP High, SOC 2, ISO 27001