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Universal Document for Records managers

Keep retention, supersession and lineage visible.

UD can carry status and relationships while external policy still controls retention and authority.

The simple model

UDR while the document is changing. UDS when the exact selected state matters. BrowserCarrier versions can be opened in a normal browser.

Start small

Pick one document family and one measurable problem. Keep existing required formats and systems in place while you test whether explicit state, lineage and browser-readable delivery make the workflow clearer.

Questions that may matter in this workflow

How can AI answers cite the exact part of a document?

Structured blocks can provide stable internal references so an answer can point to the supporting source section.

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Can document permissions travel with the file?

UD can carry declared permissions and policy metadata, though enforcement still depends on the implementation and environment.

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Why create a new document format at all?

Because modern workflows need structure, revision lineage, machine readability and portable evidence that legacy files do not consistently carry together.

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Other teams exploring the same document problem

Law firms

Use UDR while documents are changing and UDS when the exact final state matters.

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Litigators

Keep evidence and document states distinguishable instead of flattening everything into filenames.

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In-house counsel

Make contract and policy state easier to trace across teams.

See workflow →