SharePoint / Microsoft 365 records management

SharePoint Solutions

The volume of data that is created today is accelerating at a rapid pace, this means records compliance has never been more important. Find out how OnePlace Solutions drives best practice records management for your business.

Key Features & Benefits


Capture and classify critical business information from familiar applications easily for true and accurate records management.

Capture true and accurate records

Save emails and automatically promote email attributes to SharePoint columns. Save documents and streamline the completion of metadata capture in a single process

Compliance made simple

Help protect records and add context with more confidence by automating metadata capture for more intelligent information management

Classify records from Office applications

Help enable systematic classification of records by adding context to information by applying implicit metadata and easily adding explicit metadata to content

Securely store records

Utilize the full strength of Microsoft 365 platform security to manage records compliance and provide access secure access to authorized people

Securely store records

Describe content across Microsoft 365 with rich metadata to add more context to information and enable greater intelligence for records compliance

Make records management easy

Enable users to remain in their everyday workflows and use familiar applications for easy records management

What our customers say


Janet Stevenson, Novatax Financial Planners

OnePlace Solutions have streamlined our use of Office365 and reduced administration time. I also like the function in email where it lets you know that you've either replied or saved the message as it makes cleaning up your inbox and folders a lot quicker.

Janet Stevenson, Novatax Financial Planners - April 2021

Vanessa Challess, Tiger Law

Absolutely first class client care, we have been able to rely on OnePlace Solutions to help us with every issue quickly and with care. We can now save emails and explore our Sharepoint from inside Outlook which is perfect from both the compliance and efficiency angles. I'm so happy that we came across OnePlaceMail, it is an absolute lifesaver!

Vanessa Challess, Tiger Law - October 2020

Christy Shaw, Bross Group

Easy to set up and user interface tied into O365 SharePoint makes saving files to SharePoint from email very easy

Christy Shaw, Bross Group - March 2021

Scott Rooney, Te Tuma Paeroa

Easy to use. Great support. Many of our staff prefer to use OnePlaceDocs over the browser-based SharePoint UI.

Scott Rooney, Te Tuma Paeroa - April 2021

Craig Healy - Willis Towers Watson

Great software, awesome customer service!!!!

Craig Healy, Willis Towers Watson - Jan 2020

Matthew Bannister, First Fresh NZ

The solution is only getting better with time. Makes working in Sharepoint very easy and the recent webinar uncovered some other useful features.

Matthew Bannister, First Fresh NZ - October 2020

Simplify SharePoint today

See the OnePlaceSolutions product suite in action

Schedule a demo

See the OnePlace Solutions product suite in action and unlock the potential of your data by leveraging the SharePoint platform.

Try free

Download and try the full OnePlace Solutions product suite for Windows Desktop and Apps for Microsoft 365.

Contact us

We're here to help, so please don’t hesitate to get touch with any questions you may have.

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