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Recordsforce Cloud

Recordsforce Cloud is a web-based document management system for organizations that need to store, find, retain, and work with records.

Place
#21 of 27
Score
5.8
Recordsforce Cloud's website

What Recordsforce Cloud is

Recordsforce Cloud is a web-based document management system for organizations that need to store, find, retain, and work with records. It combines document storage and retention with workflow automation, electronic forms, and a collaboration portal. Users can search by field or word and access material on desktop, tablet, or mobile without installing software or downloading an app. The system can store documents, photographs, videos, audio files, and forms; it also lists document versioning and OCR-powered search. Workflows route tasks, handle multi-step approvals, send reminders, and flag renewals. Organizations can set retention rules by document type, with automatic deletion when the retention period ends. Recordsforce describes encrypted storage and transmission, role-based access, activity logging, and HIPAA safeguards; it also states that its services meet SSAE-18 SOC 2 Type 2 and FDA 21 CFR Part 11 requirements. Data can be delivered to existing systems through integrations, APIs, SFTP, or custom workflows. Pricing is available on request, and the product page offers a demo and expert consultation. The company was founded in 2001 and is employee owned.

Good

  • Searches documents by any field or word.
  • Supports versioning and OCR-powered search.
  • Automates task routing, approvals, reminders, and renewal alerts.
  • Applies retention rules with automatic deletion.
  • Access works across desktop, tablet, and mobile.

Watch out

  • Pricing is available only on request.
  • Support outside weekday hours is acknowledged next business day.

Who it suits

It suits organizations that need searchable records, retention controls, digital forms, or approval workflows across devices. The listed use cases include healthcare, government, HR, contracts, and accounts payable.

Verdict

Recordsforce Cloud brings document handling, retention, forms, and workflow tools into a web-based system. Ask for pricing and a demo to assess whether its capabilities fit your organization.

The facts

Each one read from Recordsforce Cloud's own pages, with the date it was checked.

What it does

Backups
Recordsforce offers redundancy options ranging from duplicate optical archiving to near-real-time backups on its content management systems.checked 4 Oct 2026
Compliance
Recordsforce says its systems and processes support HIPAA and FDA 21 CFR Part 11 compliance.checked 5 Oct 2026
Core functions
The platform combines document storage and retention, workflow automation, web forms, and a collaboration portal.checked 5 Oct 2026
Document types
The platform can store documents, photographs, videos, audio files, and electronic forms.checked 5 Oct 2026
Forms
Cloud lets organizations create electronic forms for digital submissions and capture employee data.checked 4 Oct 2026
Integrations
Recordsforce says it can deliver documents and data through APIs, SFTP, Microsoft SharePoint, existing document management systems, and other custom integrations.checked 5 Oct 2026
No installation
Recordsforce says no software installation or app download is required and describes the service as available across devices.checked 5 Oct 2026
Pricing
The product page offers a demo request but does not state a Recordsforce Cloud subscription price.checked 5 Oct 2026
Product
Recordsforce Cloud is a web-based document management system for secure document access from anywhere.checked 5 Oct 2026
Retention
Users can set retention guidelines by document type, with the system automatically deleting documents when the retention period ends.checked 5 Oct 2026
Search and access
Users can access documents from desktop, tablet, or mobile and search by any field or by any word.checked 5 Oct 2026
Security
Recordsforce describes its operations as SSAE-18 SOC 2 Type 2 compliant and says it uses encrypted data transmission and role-based access controls.checked 5 Oct 2026
Support
Support is available Monday through Friday, 8:30 a.m. to 5 p.m.; requests submitted outside those hours are acknowledged the next business day.checked 5 Oct 2026
Target users
The company presents the platform for organizations including healthcare, government, small businesses, and large enterprises.checked 5 Oct 2026
Who it serves
The maker describes tailored solutions for organizations across industries and sizes, including healthcare, government, HR, contracts, and accounts payable use cases.checked 4 Oct 2026
Workflow
Built-in workflows can automate hiring, onboarding, employee files, contract review, and multi-step approvals.checked 5 Oct 2026

The company

Company
Recordsforce says it was founded in 2001 and is employee owned.checked 5 Oct 2026
Founded
2001checked 28 Sep 2026
Headquarters
Dover, New Hampshire, United Stateschecked 28 Sep 2026

Money

Pricing and trial
The opened Cloud page offers a demo and expert consultation but does not state a price or trial terms.checked 4 Oct 2026

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