Zasio Versatile

Zasio Versatile is ranked #3 of 20 in records management software on The Geeks Club. It runs on Android, iOS, Web, Windows.

Zasio Versatile plans and pricing

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Versatile 2026 Not published Choose needed features; SaaS or on-premises deployment; electronic records has Standard or Advanced tiers zasio.com · 30 Sept 2026

Compared on records management software

Retention rules: Yes
Legal holds: Yes
Disposition workflow: Yes
Audit trail: Yes
Classification method: rule_based

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Zasio Versatile

Purpose: Versatile manages electronic and physical records and the retention schedules that govern them.
Electronic records: Electronic records can be stored in Versatile's repository or governed in place in connected repositories.
Retention research: The retention schedule database contains more than 183,000 verified legal citations across 170 countries.
Electronic records tiers: Electronic Records Management is offered in Standard and Advanced tiers, and customers choose one tier rather than both.
Advanced tier: Advanced ERM adds manage-in-place integrations, legal holds, disposition approval workflow, folder rules, workflow templates, revision history, country-based retention, profiles, and advanced search.
Integrations: Named connectors include SharePoint, OneDrive, Box, Dropbox, Google Drive, network file systems, FTP, and generic SQL databases.
Additional integration options: Versatile Fuse can push approved retention rules to systems including Alfresco, Microsoft 365, and Iron Mountain ARCIS, while custom integrations can be scoped by Zasio's services team.
Web client: The browser client provides access to electronic content, retention schedules, legal research, physical records, dispositions, holds, dashboards, and administration.
Deployment: Versatile is available as Zasio-hosted SaaS or on-premises on the customer's infrastructure.
Security: Zasio states it holds a SOC 2 Type 2 attestation, which is available to customers and prospects confidentially.
Access controls: The platform supports SAML 2.0 and Microsoft Entra ID SSO on cloud-connected deployments, Active Directory and Windows authentication, and two-factor authentication.
Tenant isolation and audit: Each SaaS customer has a separate database, and the audit trail records additions, updates, deletions, approvals, destructions, and views with user and timestamp.
AI governance: Zasio says VIA runs on its infrastructure, is not sent to third-party or public AI providers, and never receives customer records.
Support: Technical support is available Monday through Friday, 7 a.m. to 6 p.m. Mountain time, with customer portal access to downloads, documentation, webinars, and messaging.

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Where it ranks on The Geeks Club

Best Records Management Software in 2026#3 of 20

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Sources

zasio.com/technology-solutions/· checked 30 Sept 2026
zasio.com/technology-solutions/electronic-records· checked 30 Sept 2026
zasio.com/technology-solutions/retention-schedule· checked 30 Sept 2026
zasio.com/technology-solutions/integrations/· checked 30 Sept 2026
zasio.com/technology-solutions/web-client/· checked 30 Sept 2026
zasio.com/technology-solutions/trust/· checked 30 Sept 2026
zasio.com/support-services/· checked 30 Sept 2026
zasio.com/about-us/· checked 30 Sept 2026