Archive Software Solutions & Services for Housing

Archive software for housing authorities centralizes tenant, applicant, owner, and program documentation in electronic records. FileVision ETR organizes documents by household and transaction, such as intake, annual recertification, interim changes, move-ins, and move-outs. This structure helps staff retrieve complete file histories while supporting workflows, controlled access, retention practices, and preparation for internal or external reviews.

FileVision ETR uses transaction-based file organization rather than grouping documents only by type. Records related to a specific event—such as an intake, annual recertification, interim household change, or move-out—are kept together. This gives occupancy and compliance staff the context needed to review forms, evidence, notices, approvals, and correspondence as one complete record set.

Yes. FileVision supports document capture, scanning, and import so agencies can place paper and approved electronic documents into structured tenant files. Teams can digitize legacy folders as part of a planned conversion effort and continue capturing new paperwork as it arrives. The platform keeps imported records organized within the applicable household and transaction context.

Yes. FileVision ETR can organize the checklists, forms, supporting evidence, notices, and approvals connected to annual recertifications. Configurable workflow status and missing-document tracking help staff see what remains incomplete, while reminders and escalations can support timely follow-up. The agency remains responsible for its determinations, policies, and the completeness of submitted documentation.

FileVision ETR uses role-based access controls to limit sensitive records to authorized staff based on their responsibilities. This can be particularly useful for reasonable-accommodation, grievance, hearing, and other confidential case files. Audit trails and version history also help teams review file activity, changes, and approvals. Specific access configurations are established to align with each agency’s operational requirements.

FileVision can connect ETR workflows and tenant-record structures with Microsoft 365 and SharePoint where appropriate. This approach lets agencies retain familiar Microsoft tools while adding housing-specific organization, metadata, and workflow to their record processes. Integration requirements and the exact user experience should be reviewed during implementation to ensure the configuration fits the agency’s existing environment.

FileVision helps agencies organize, track, and retrieve the documentation commonly requested during HUD monitoring, internal reviews, and audits. Missing-document tracking, transaction-based files, search, version history, and role-based auditor access can make requested records easier to assemble. The platform supports audit readiness, but review outcomes remain dependent on the agency’s own practices, documentation, and compliance decisions.

FileVision provides trained support staff to assist customers with their software needs. Company materials state that support is available Monday through Saturday from 9am to 8pm. During implementation, agencies should confirm the configuration of workflows, integrations, electronic forms, alerts, and access roles so the system reflects their operating procedures and record-governance requirements.