Zasio Versatile

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About

Zasio Versatile is ranked #4 of 11 in records management software on Inferse. It runs on Android, iOS, Web, Windows.

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

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Where it ranks on Inferse

Sources