Overview

iManage Disposition Manager (IDM) Quick Start Help provides you with a step by step process to set up and get started with the application. Perform the steps in the given order to set up and use the application.

• Step 1: Enable iManage Disposition Manager in iManage Control Center
• Step 2: Create IRM Record Manager group in iManage Control Center
• Step 3: Add users to the group
• Step 4: Set NRTADMIN for iManage Disposition Manager
• Step 5: Map an iManage Work property with an iManage Disposition Manager property
• Step 6: Create events
• Step 7: Create a retention schedule
• Step 8: Apply schedules
• Step 9: Create and apply holds
• Step 10: Set review mode
• Step 11: Send email notifications to disposition reviewer
• Step 12: Review tasks
• Step 13: Recalculate upcoming tasks
• Step 14: Process retention schedules
• Step 15: Generate reports
• Step 16: View timelines