Automatic capture of all client communications from Gmail and Outlook. One-time setup with your email provider ensures the Compliance Archive quietly works in the background without disrupting your workflows or creating additional administrative burden.
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6-year retention policy for all archived emails. A solid retention window that keeps records intact even after staff turnover or inbox deactivation.
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Immutable storage preventing deletion or alteration. Records stay demonstrably untampered, supporting defensibility in an audit.
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Search capability for locating archived emails. Enables your compliance or legal team to locate archived emails efficiently without relying on manual inbox searches or staff cooperation.
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Export functionality for regulatory audits and investigations. Easily produce archived emails in a structured and defensible format that can be shared for audits, investigations, and legal review.
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The Compliance Archive operates independently from Copper CRM. There is no integration to Copper CRM, and access to Copper CRM is not required to access the Compliance Archive. A Compliance Officer can be a user in the Compliance Archive without being a user in the CRM.
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You must be on an Enterprise plan of Google Workspace. This is required to configure Compliance Archive as a consumer of your Gmail accounts.
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You must have a Microsoft 365 or Exchange Online subscription. Journaling all messages is available on all Exchange Online plans. Journaling scoped to specific users or distribution groups requires Exchange Online Plan 2 (included in Office 365 / Microsoft 365 E3 and E5).
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The 6-year retention period begins from the point the email account is connected. To maintain compliance and archive integrity, there is no historical back-fetching of emails or ability to import emails. Support for migrating and importing historical emails from another secure archive may be considered in future releases.
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The 6-year retention period begins from the point the email account is connected. To maintain compliance and archive integrity, there is no historical back-fetching of emails or ability to import emails. Support for migrating and importing historical emails from another secure archive may be considered in future releases.
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All Compliance Officers have the same visibility and permissions in the Compliance Archive. Support for additional compliance team members, role-based access, and broader supervision collaboration will be considered in future releases.
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