SmartImage Conserve
Kept for decades. Found in seconds.
The system of record for organisations that can never lose, leak or fail to produce a document.
See Conserve at work.
The archive your teams actually use: browse the collection, open any document and govern it, all from one secure interface.
What it does
Conserve is the archiving and document management product of the SmartImage suite. Documents arrive from Leap, from direct uploads or from your other systems through the API, and Conserve governs them all: retention rules, controlled access, rich metadata, protection against loss or degradation, and production on demand for a colleague, a client, an auditor or a court. Built to the standards of banks, and used far beyond them.
Retention, destruction and access protocols aligned to legal and industry regulation, with particular strength in banking compliance.
Metadata, full-text and contextual search across the whole archive, so nobody sifts through folders or boxes again.
Authentication and permission layers keep sensitive documents with authorised people only, and every access is monitored.
The system of record
Documents reach Conserve from every direction: captured by Leap, uploaded by your people, or ingested from other systems through the API. Once inside, everything is governed while it is kept, found the moment it is needed, and defensible when it is questioned.
Documents arrive from Leap with extracted data attached, are uploaded directly, or flow in from other systems through the API.
Retention rules, integrity safeguards and controlled access govern every document for as long as it must be kept.
Indexed, full-text and contextual search locates any document in seconds, by content or by metadata.
Access history, retention decisions and destruction records are produced on demand for audits and regulators.
What Conserve does
Authentication protocols and permission layers regulate who sees what; sensitive documents stay with authorised personnel, and access is monitored.
Handling, retention and destruction protocols meet legal and industry-specific requirements, with banking compliance a particular strength.
A sophisticated metadata system organises and classifies every document, powering advanced full-text and contextual search.
Indexed search locates documents swiftly across archives of any size, and cuts the time staff spend hunting for information.
The xPlore interface sits within Conserve, giving each team a view shaped to its business purpose: accounts, contracts, client statements and more.
With Trakem connected, every digitised record keeps a live link to its physical original, and the paper can be requested in a single action.
Strongest fits: Banking and financial services · Healthcare · Public sector · and any organisation with a large, growing, compliance-sensitive archive
For a South African solutions provider, a bank-statement archive on Conserve with an xPlore search interface was installed, configured and branded to the client’s exact requirements in one week. And a South African trusts-and-estates administrator stores every Master of the Court document in Conserve, tracking each matter through the process with xPlore and keeping clients updated with emails and invoices.
Bring us your retention schedule.
Start with a 15-minute walkthrough of Conserve on our sample archive. Then bring your own retention schedule, and watch Conserve enforce it.