Find the current version
Keep a document’s name, location and version together. Update the index when the approved file changes.
Know which version is current, who owns it, and where to find it. A simple offline workspace for the records your business already keeps.
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Your policies, training records and procedures can stay in the systems you already use. The Records Kit gives their labels, locations and responsible owners a single working index.
Keep a document’s name, location and version together. Update the index when the approved file changes.
Record who maintains each item and the next review date supplied by your team. See who to ask when something needs attention.
Export a backup, print your register, and give the next owner a written routine for maintaining it.
Four files, a quick-start guide, and a simple weekly routine. No account to manage.
The optional custom setup covers up to 25 owner-supplied record labels, owners, versions, locations and dates. You approve a private preview before payment. One revision and a written handoff are included.
See the custom setupIt is a single-user document register with up to 100 records. Add, edit or remove rows, undo the last removal, export/import JSON backups and print a summary. It indexes labels and references, not document contents.
Export a backup before closing the tab. Next time, open the workspace and import that backup. It does not save automatically or synchronize between people. Store backups in your approved business storage.
It is an administrative organization tool. Your responsible professional determines applicable records, policies, controls and dates. The kit does not write an AML policy, assess compliance or certify readiness.
Report a missing, corrupt or materially non-working download within 14 days to [email protected]. We will correct the delivery problem or refund the kit purchase. Applicable consumer rights remain available.
Just need a blank paper worksheet? Use the free records sheet. Product terms · Privacy.