Organise all your customer documents into one compatible format

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Easy search, retrieval and document collation

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Bring all of your client documentation into a single electronic case file so you never need to trawl through a hard drive or box of files ever again.

All in one place, all of the time

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Ingest can take almost any electronic format and convert it into a searchable, readable and usable file, organised into a case structure that makes navigating large volumes of documents simple and straightforward.

This is about more than just convenience for users. Ingest unlocks multiple hidden efficiencies which significantly reduce the duration and costs of reviews.

Simply giving reviewers all the information they need straight at their finger tips significantly speeds up and lowers the costs of large review projects.

Pulls in what you want, leaves what you don’t

Ingest is a sophisticated Robotic Process Automation (RPA) product that can consume huge volumes of documents, identify the document type and format and hides any duplicates along the way.

Ingest can unpack complex zip structures and ensure that only document types included on a whitelist are imported into the system.

And just in case, every file is scanned for malware to ensure that nothing unwanted is brought into the system.

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Clever conversion and smart structuring

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Whether your files are images, spreadsheets, word documents, PDFs or emails, Ingest can read it, unpack it and convert it into a machine-readable format using Optical Character Recognition (OCR) technology. This ensures that all of your documents are rendered exactly as they appeared on paper.

Most importantly, the files are arranged into client case structures. This helps with document search and retrieval later, but also helps identify whether everything related to a case is present and correct, saving time and effort for anyone performing a review.

All of this processing is fully auditable, with auto-generated reports that show which files have been ingested and which have not.

Nothing else comes close

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Recordsure is designed to process enormous amounts of data. It lets reviewers cover more ground, more quickly and more efficiently

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By automating laborious administrative tasks, Recordsure makes things quicker and more cost-effective, saving you money in the long run

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Recordsure is made up of modules, so you can choose the products you want, tailored to your systems and processes

Product summary: Ingest

Bringing documents together in one case file icon

Bring all your client documents together into a single searchable, readable, organised case file.

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Take in almost any electronic file format, no matter how numerous and complex, remove duplicates, and exclude any unwanted files or malware.

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Identify if there’s anything missing early on in the process, saving you time and effort when reviewing.

Monitoring documentation is unavoidable, everyone in a regulated industry knows that. So Ingest just takes out the laborious part, reading vast numbers of documents, managing them and organising them to take the pain out of file review.

Joanne Smith, Recordsure Founder

In the UK, this product is provided in partnership with our sister company TCC, who are compliance and culture specialists. TCC use our technology to bring out its true value by pairing it with their compliance and remediation expertise as part of a fully outsourced managed service.

To learn more about how TCC uses our technology to enhance their remediation and business assurance solutions, please visit their website:

Contact us for more information