• 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 12 A: Review pending tasks
    • Step 12 B: Review pre-approved tasks
  • Step 13: Recalculate upcoming tasks
  • Step 14: Process retention schedules
  • Step 15: Generate reports
  • Step 16: View timelines