Frequently Asked Questions (FAQ's)
1. What is DocRetain?
DocRetain is a secure, cloud-based SaaS platform built for law firms and compliance-focused organizations. It automates policy enforcement, document retention, and digital signature workflows in one place.
2. Who is the ideal user of DocRetain?
DocRetain is designed primarily for legal teams, law firms, corporate legal departments, and organizations needing rigorous document compliance.
3. What problem does DocRetain solve?
DocRetain automates document retention compliance, turning what is often a manual, error-prone task into a reliable, auditable process.
4. What are the key features of DocRetain?
Some of the major features are:
- Automated Retention Policy Engine
- Seamless DMS (Document Management System) Integration
- Real-Time Compliance Dashboard
- Built-in Digital Signature Workflows
- Granular Access Control & Audit Trails
- Alerts, Notifications & Reports
5. How does DocRetain integrate with existing systems?
DocRetain connects with popular platforms such as iManage, NetDocuments, SharePoint / OneDrive, Outlook / Exchange, and also provides a REST API.
6. Do I need to change my current workflow to use DocRetain?
Yes. DocRetain lets you build and enforce smart, auditable document retention rules that align with legal and regulatory frameworks such as GDPR.
7. Can DocRetain help me with regulatory compliance like GDPR?
Yes. DocRetain lets you build and enforce smart, auditable document retention rules that align with legal and regulatory frameworks such as GDPR.
8. How are documents tagged or classified?
DocRetain supports automatic tagging, custom field mapping, repository-level configuration, and auto-tagging of documents, depending on the integration.
9. Does DocRetain provide audit trails and logs?
Yes. It offers detailed audit trails and logs so you can track who accessed what, when, and what changes were made for compliance and forensic purposes.
10. How does DocRetain enforce retention policies?
You define retention rules and policies within DocRetain, which are then automatically enforced across your documents. Policies can trigger archival, deletion, or review workflows when retention periods expire.
11. What happens to a document after its retention period ends?
Depending on your configuration, DocRetain can automatically archive, delete, or flag documents for review.
12. Can multiple users access documents?
Yes. DocRetain uses role-based access control, letting you control which users or teams can view, edit, sign, or delete documents.
13. How does DocRetain handle security and authentication?
DocRetain supports secure authentication methods and applies encryption and secure access controls.
14. How do I import my existing documents?
You can migrate your documents in bulk from existing systems or repositories. DocRetain is built to absorb legacy archives smoothly.
15. Is version control supported?
Yes. DocRetain supports versioning to maintain access to previous revisions of your documents.
16. Can I generate compliance or audit reports?
Yes. Real-time compliance dashboards and reporting are part of DocRetain’s feature set to help you produce audit-ready reports.
17. Do I get alerts and notifications?
Yes. DocRetain sends alerts and notifications to keep you informed of upcoming retention expirations, policy conflicts, or compliance issues.
18. What does DocRetain cost?
Pricing is detailed on the Pricing section of the site. You may also request a demo to learn more about packages tailored to your firm.
19. How do I get started with DocRetain?
You can start by requesting a demo from the website. Our team will guide you through onboarding, configuration, and setup.