# Best software for automating document retention policies?

<p class="elv-tracking-normal elv-text-default elv-font-figtree elv-text-base elv-leading-base elv-font-normal" elv="true">Hey everyone,</p><p class="elv-tracking-normal elv-text-default elv-font-figtree elv-text-base elv-leading-base elv-font-normal" elv="true">I’ve been helping a few compliance and IT teams look for <a class="a a--md" elv="true" href="https://www.g2.com/categories/document-management"><strong>document management platforms</strong></a> that automate retention schedules, access rules, and audit logs — especially in industries with strict data retention regulations. I pulled insights from G2’s latest <strong>Document Management Software Grid</strong> to see which tools stand out for automation, version control, and policy enforcement.</p><p class="elv-tracking-normal elv-text-default elv-font-figtree elv-text-base elv-leading-base elv-font-normal" elv="true">Here’s what came up (based on G2 Grid order):</p><ul>
<li>
<a class="a a--md" elv="true" href="https://www.g2.com/products/laserfiche/reviews"><strong>Laserfiche</strong></a><strong>:</strong> the top performer with near-perfect satisfaction; built for automation-heavy compliance workflows with records retention, audit trails, and policy-based lifecycle management.</li>
<li>
<a class="a a--md" elv="true" href="https://www.g2.com/products/xfilespro/reviews"><strong>XfilesPro</strong></a><strong>: </strong>integrates directly with Salesforce and automates retention and archiving of documents tied to records, ideal for data governance at scale.</li>
<li>
<a class="a a--md" elv="true" href="https://www.g2.com/products/zoho-workdrive/reviews"><strong>Zoho WorkDrive</strong></a><strong>:</strong> solid balance of collaboration and compliance; offers role-based permissions and retention automation across teams.</li>
<li>
<a class="a a--md" elv="true" href="https://www.g2.com/products/m-files/reviews"><strong>M-Files</strong></a><strong>:</strong> strong metadata-driven approach that automatically applies retention rules based on document type and lifecycle status.</li>
<li>
<a class="a a--md" elv="true" href="https://www.g2.com/products/conga-composer/reviews"><strong>Conga Composer</strong></a><strong>:</strong> a good fit for Salesforce users managing regulated content; automates creation, retention, and version tracking from within CRM workflows.</li>
<li>
<a class="a a--md" elv="true" href="https://www.g2.com/products/onbase/reviews"><strong>OnBase (by Hyland)</strong></a><strong>:</strong> enterprise-grade system for healthcare, banking, and government; advanced retention scheduling and legal hold features built in.</li>
</ul><p class="elv-tracking-normal elv-text-default elv-font-figtree elv-text-base elv-leading-base elv-font-normal" elv="true">Teams usually go for platforms like these when manual retention tracking (via folders, spreadsheets, or shared drives) becomes risky or non-compliant. These tools enforce lifecycle policies automatically — from creation and review to archival or deletion — and provide full visibility for audits.</p><p class="elv-tracking-normal elv-text-default elv-font-figtree elv-text-base elv-leading-base elv-font-normal" elv="true">I based this mainly on <strong>G2 satisfaction and market presence data</strong>, plus user feedback mentioning records management and policy automation.</p>

##### Post Metadata
- Posted at: 7 months ago
- Author title: SaaS and Software Research
- Net upvotes: 1


## Comments
### Comment 1

&lt;p&gt;Which platforms have actually helped your team automate document retention or simplify compliance audits?&lt;/p&gt;

##### Comment Metadata
- Posted at: 7 months ago
- Author title: SaaS and Software Research





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