How does SmartHUB automate retention and document lifecycle management?​

SmartHUB includes automated document lifecycle management features designed to simplify compliance and reduce human error. The system applies retention rules based on document type, jurisdiction, and/or metadata, and can automatically delete or archive records at the end of their retention period. It also offers “Index Value Rights,” enabling role-based access control tied to document values like invoice amounts. This helps organizations avoid over-retention, reduce legal exposure, and streamline operations, all without placing added burden on IT teams.