New Records management for SharePoint Online
Every record.
In its place.
FilePlan 365 turns SharePoint into a records system your whole organisation follows. Every document filed to the employee, case or property it belongs to, with Microsoft Purview labels applied the moment it’s saved.
30-day free trial
Runs in your own Microsoft 365 tenant
No per-user licences
Filed to Maya Patel2. Employment Terms › Contracts
Confidential: HRSensitivity label applied
Employment + 6 yearsRetention starts on leaving date
Built into the Microsoft 365 your people already use
SharePoint Online
Microsoft Purview
Microsoft Teams
Outlook
Microsoft Search
The problem
SharePoint stores files.
It doesn’t manage records.
Folders don’t know who a document belongs to, retention is set library by library, and search returns everything except the file you need. FilePlan 365 adds the structure SharePoint is missing.
SharePoint on its own
Files in folders
- The same contract saved in five places, by five people
- Metadata is optional, so nobody fills it in
- Retention set per library, not per person or case
- Subject access requests turn into a treasure hunt
With FilePlan 365
Records in context
- One record per employee, case, tenancy or project
- Document types bring the metadata and templates with them
- Retention starts when the employee leaves or the case closes
- Everything about a person or case, found in seconds
How it works
Four layers turn SharePoint into a records system
Each layer builds on the one before, so every document lands in the right place with the right rules, without anyone having to think about it.
01
Record context
The employee, case, tenancy or project a document belongs to
02
File plan
Numbered classifications everyone files to the same way
03
Document types
Metadata, templates and naming built in
04
Purview policies
Retention, sensitivity and DLP applied automatically
The product
See it working inside SharePoint
Every screen runs in your Microsoft 365 tenant, with the look and feel your people already know.
Record search
Find any record as you type
Suggestions grouped by record type, showing only what each person is allowed to see.
Compliance
Labels on every document
Applied by document type, the moment a file is saved.
Retention Employment + 6 years
Sensitivity Confidential: HR
DLP policy HR personal data
Record Declared and locked
Filing
File in three steps
Choose the record, check the suggested type, and labels and metadata are applied for you.
Search within a record
Filter by what matters
Narrow folders and documents by type, classification, label or date.
Templates
Live in an afternoon
Start from a sector template or a blank canvas.
Reporting
See how well records are governed
Classification and label coverage, documents that need attention, and records due for disposition review.
Microsoft Purview, built in
Compliance that happens by itself
Map each document type to your retention label, sensitivity label and DLP policy once. FilePlan 365 applies them every time a document is filed, so compliance no longer depends on the person saving it.
1
Employment contractDocument type chosen at filing
2
HR: 6 years after leavingRetention label applied
3
Confidential: HRSensitivity label and DLP policy in force
✓
Declared as a recordLocked against edits and deletion
Solutions
Built for the records you manage
Start with a ready-made file plan for your sector, then make it your own.
Get started
Live in three steps
No servers, no migration project. FilePlan 365 runs inside the SharePoint you already have.
1
Start your trial
Sign up and add FilePlan 365 to your Microsoft 365 tenant.
2
Choose a template
HR, housing, case files and more, or start from a blank canvas.
3
Connect Purview
Map document types to your labels and policies, then start filing.
Pricing
Priced by documents, not desks
Every plan includes every feature. No per-user licences, so everyone who needs a record can use it.
30-day free trial. Use every feature in your own tenant, then choose a plan.
Starter
Up to 25,000 documents
£49/month
US$65 · A$95
A single team or department
Team
Up to 100,000 documents
£149/month
US$195 · A$289
Several teams or a small organisation
Most popular
Business
Up to 500,000 documents
£449/month
US$579 · A$869
Organisation-wide records management
Enterprise
Up to 2,000,000 documents
£1,199/month
US$1,549 · A$2,329
Large and regulated organisations
Enterprise Plus. Over 2,000,000 documents, or custom needs? We’ll put together a quote.
Prices are per month, billed monthly, excluding VAT and GST. A document is one file stored in FilePlan 365, including all of its versions.
From the blog
Ideas for better records
- SharePoint isn’t a records management solution. Here is what to do about it
Storing structured documents in SharePoint is harder than it looks. The four problems we hear most, and how a file plan solves them. - Bring structure to SharePoint Online
Bringing it all together, and how to start with a free 30-day trial. - Filing people actually follow
Why the best records structure is the one that’s easiest to use.
FAQ
Questions, answered
Where are our documents stored?
In SharePoint Online, inside your own Microsoft 365 tenant. FilePlan 365 never moves your documents anywhere else.
Do we need Microsoft Purview?
FilePlan 365 uses the retention labels, sensitivity labels and DLP policies included in your Microsoft 365 licence. Available features depend on your Microsoft 365 plan.
Do you charge per user?
No. Pricing is based only on the number of documents stored, so everyone who needs a record can use it.
How long does it take to set up?
Most teams start from a template and are filing on the first day. You can adapt record types, file plans and labels at any time.
What happens when the trial ends?
Choose a plan based on the number of documents you store. [Confirm what happens if no plan is chosen.]
Put every record
in its place.
Try FilePlan 365 free for 30 days, in your own Microsoft 365 tenant.