M365 Records Compliance & Digital Preservation

Transform how you preserve your long-term records in Microsoft 365

Preserve365® seamlessly embeds Active Digital Preservation archiving in Microsoft 365 to ensure your long-term records are protected & always available in the latest readable file formats over decades.

Preserve365® seamlessly embeds Preservica’s Active Digital Preservation archiving right into your Microsoft 365 and SharePoint experience. No need for separate information archiving tools, simply use Microsoft 365 to automate long-term records governance, archiving, digital preservation, and access at scale. 

Quickly archive files, folders, lists, and libraries in just a few clicks in SharePoint

Automate records governance at scale

Use Microsoft retention labels to simplify and automate archiving & digital preservation at scale

Easily find and view archived records

Use SharePoint search to quickly find archived records for FOI, compliance, brand & knowledge reuse

Ensure records are always readable

Automatically maintain records in the latest readable formats over decades with Active Digital Preservation

Securely transfer records to the archive in just a few clicks

Eliminate time-consuming exports & uploads of records. Ensure records integrity and security by moving files, folders, lists, and libraries directly to the archive in just a few clicks in SharePoint. Streamline further using your existing Microsoft retention labels to automate disposition actions.

Automate governance across the full records lifecycle

Use your existing Microsoft 365 permissions and retention labels to automate disposition actions across the full records lifecycle at scale. Copy or move long-term temporary and permanent archival records to the archive to ensure they are always available in the very latest actionable formats.

Empower users to quickly self-serve the records they need

Using SharePoint search, users can quickly find the archived records they have permissions for to meet compliance, FOI, legal, and operational challenges. Active Digital Preservation ensures records are always instantly readable and actionable without needing the original application.

Unify records governance across the full lifecycle using Microsoft permissions and retention labels to automate disposition actions and ensure the reabability of your long-term records at scale.

Eliminate the manual export & upload of permanent records. Securely move files, folders, lists, and libraries directly to the archive in just a few clicks in SharePoint. Automate further with Microsoft retention labels.

Quickly respond to FOI, legal, and compliance challenges by using Microsoft 365 search and discovery to retrieve archived records you have permissions for in always instantly readable formats.

Go beyond regular archiving & backup to appropriately manage long-term content. Ensure you can always keep important information readable, trusted & easily discoverable to effectively meet FOI, regulatory & legal mandates.





How a new partnership is transforming compliance and long-term data preservation


DocPoint Solutions: Your Trusted Partner for Modern Content Management & Preservation

DocPoint Solutions, Inc. specializes in content management, M365 solutions, and intelligent automation, delivering innovative Intelligent Information Management (IIM) solutions tailored to your business needs. With deep expertise in platform modernization, data migration, content management, and workflow automation, DocPoint helps organizations maximize their M365 investment while ensuring seamless information governance and collaboration.

Since 2008, DocPoint has leveraged its early adoption of SharePoint as an IIM platform and its affiliation with Quality Associates, Inc. (QAI) to provide strategic solutions for commercial, state, local, and federal entities. Their proven approach enhances business processes, ensures regulatory compliance, and improves enterprise-wide information sharing.

Successfully deploying M365 and aligning your content strategy with business objectives requires expertise beyond in-house capabilities. DocPoint bridges the gap by offering:

  • Extensive M365 & content management expertise
  • Deep understanding of business processes & compliance needs
  • Proven ability to translate business requirements into technical solutions
  • A track record of delivering complex projects successfully
  • Strong communication & collaboration skills

As a Preserve365 distributor, DocPoint is uniquely positioned to help organizations implement active digital preservation strategies that safeguard critical information for the future.