Search fictional sample records, open a report and try a PDF export. The interactive walkthrough and the product recording are available without a sales form.
Resources
Explore the product. Plan the project.
Start with a product walkthrough, compare the ways to handle legacy records, or prepare for a technical review.
Try the records experience.
Choose an approach and understand the work.
Compare migration, archival, continued legacy access and retained copies. Then see how an archival engagement moves from scoping and access through report-by-report discovery and validation to production.
Prepare for the technical review.
Review hosting, permissions and operating responsibilities. If users need historical records inside another application, explore the optional integration and the work each team would own.
Need supporting material?
Ask for the material relevant to your project, including the proposed scope, technical requirements and current terms. The conversation can start with a customer situation or an example record.
Next step
Ask a question.
Need material for a customer, IT team or buying committee? Tell us what decision they are making.