Supports GDPR compliance and retention policies

GDPR friendly document retention policies and the automation of rules can be set against Data Retention Guidance from the National Housing Federation. Furthermore, Castleton’s OCR (Optical Character Recognition) means users can search and find specific records quickly, as well as automatically storing documents such as invoices on receipt with no manual intervention required.

Retention and Security features of Castleton’s Document Management solution include:

  • Document retention
  • Enhanced retention reporting
  • Change retention policy (at document and entity level)
  • Automatic deletion of expired documents
  • Right to be forgotten
  • Individual document security
  • Secured nodes per entity type and entity
  • Granular access to documents and folders – at role level
  • Document encryption


EDRM – the most important insurance policy you’ll ever take out for your organisation. Read our latest article featured in Housing Technology’s Sept issue