Zasio Versatile

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Score6.7

Rank#2 of 20

Free planNo

Runs onAndroid, iOS, Web, Windows

Summary

Zasio Versatile manages electronic and physical records alongside the retention schedules that govern them. Electronic records can live in Versatile's repository or remain in connected systems while being governed there. Its retention schedule database contains more than 183,000 verified legal citations across 170 countries. Electronic Records Management comes in Standard or Advanced tiers, and customers select one tier rather than both; Advanced adds manage-in-place integrations, legal holds, disposition approvals, folder rules, workflow templates, revision history, country-based retention, profiles, and advanced search. Connectors include SharePoint, OneDrive, Box, Dropbox, Google Drive, network file systems, FTP, and generic SQL databases. Versatile Fuse can push approved retention rules to systems such as Alfresco, Microsoft 365, and Iron Mountain ARCIS. The browser client covers records, schedules, legal research, dispositions, holds, dashboards, and administration. Deployment is available as Zasio-hosted SaaS or on-premises. The platform supports SAML 2.0 and Microsoft Entra ID SSO on cloud-connected deployments, Active Directory and Windows authentication, and two-factor authentication. Pricing is on request.

Who it is for

Versatile suits organizations managing both electronic and physical records with retention rules, holds, and disposition workflows. It can fit organizations seeking either hosted SaaS or on-premises deployment.

What is good

Repository storage or governance in connected systems
Retention citations cover 170 countries
Named connectors include major file repositories
Available as SaaS or on-premises
Audit trail records actions with user and timestamp

What to know first

Pricing is available on request
Customers must choose either Standard or Advanced ERM

Verdict

Versatile combines records management with retention research, integrations, and both hosted and on-premises deployment options. Consider whether Standard or Advanced ERM covers the required workflows, since the tiers are alternatives.

Zasio Versatile plans and pricing

All plans

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: Yeszasio.com
Legal holds: Yeszasio.com
Disposition workflow: Yeszasio.com
Audit trail: Yeszasio.com
Classification method: rule_basedzasio.com

Facts

Purpose: Versatile manages electronic and physical records and the retention schedules that govern them.zasio.com · 30 Sept 2026
Electronic records: Electronic records can be stored in Versatile's repository or governed in place in connected repositories.zasio.com · 30 Sept 2026
Retention research: The retention schedule database contains more than 183,000 verified legal citations across 170 countries.zasio.com · 30 Sept 2026
Electronic records tiers: Electronic Records Management is offered in Standard and Advanced tiers, and customers choose one tier rather than both.zasio.com · 30 Sept 2026
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.zasio.com · 30 Sept 2026
Integrations: Named connectors include SharePoint, OneDrive, Box, Dropbox, Google Drive, network file systems, FTP, and generic SQL databases.zasio.com · 30 Sept 2026
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.zasio.com · 30 Sept 2026
Web client: The browser client provides access to electronic content, retention schedules, legal research, physical records, dispositions, holds, dashboards, and administration.zasio.com · 30 Sept 2026
Deployment: Versatile is available as Zasio-hosted SaaS or on-premises on the customer's infrastructure.zasio.com · 30 Sept 2026
Security: Zasio states it holds a SOC 2 Type 2 attestation, which is available to customers and prospects confidentially.zasio.com · 30 Sept 2026
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.zasio.com · 30 Sept 2026
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.zasio.com · 30 Sept 2026
AI governance: Zasio says VIA runs on its infrastructure, is not sent to third-party or public AI providers, and never receives customer records.zasio.com · 30 Sept 2026
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.zasio.com · 30 Sept 2026

Company

Company history and headquarters: Zasio says it was founded in 1987 and lists its address as 401 W. Front St., Suite 305, Boise, Idaho 83702.zasio.com · 30 Sept 2026
Founded: 1987zasio.com · 23 Sept 2026
Headquarters: Boise, Idaho, USAzasio.com · 23 Sept 2026