iManage Disposition Manager Help

When you upload records to iManage Work, you can set fields like author, retention, date, or reviewer for these records.

Use custom fields in iManage Control Center to define these fields for the selected library. For information about custom fields, refer: https://docs.imanage.com/cloud/cc-help/en-US/Custom_Fields.html.

After adding values to custom fields in iManage Control Center, these fields are displayed with the aliases and enabled values in the Properties pane in iManage Work. When users set them in iManage Work at cloudimanage.com, iManage Disposition Manager uses these values to apply retention schedules and disposition rules.

After setting the fields, map them in iManage Disposition Manager for retention scheduling and eligibility reporting. For more information, refer to Configuring metadata mappings.

For example, when you add a date in the defined date field in iManage Work at cloudimanage.com for a record and then map this date field using metadata settings in iManage Disposition Manager, the application then uses this date to trigger a task to destroy the record.

We recommend that you define client, workspace, retention ID, date, and disposition reviewers in iManage Control Center and map these fields in iManage Disposition Manager so that it can use these values from iManage Work at cloudimanage.com. For more information, refer to the following table.

Table: Custom fields mapping between iManage Work and iManage Disposition Manager

iManage Work property	Data types	Comment
custom1	Lookup	We recommend using this custom field for client. Example: custom1 can be renamed to Client.
custom2	Lookup	We recommend using this custom field for workspace or matter. Example: custom2 can be renamed to Workspace.
custom3 to custom12	Lookup	We recommend using one of these custom fields to define various retention schedules. You can use any alias for this field. All enabled values appear as a drop-down in the Properties pane in iManage Work. Example: custom10 can be renamed to Retention ID.
custom3 to custom12	Lookup	Use these custom fields to describe disposition reviewers and additional disposition reviewers. The alias and values are displayed in the Properties pane in iManage Work. Example: custom3 can be renamed to Disposition Reviewer.
custom13 to custom16	Text	You can use these custom fields to describe: Additional disposition reviewers (if any) Document author Document owner Workspace type Database Subfolders The alias and values are displayed in the Properties pane in iManage Work.
custom21 to custom24	Date	Use these custom fields to describe various dates, including trigger dates. The alias and values are displayed in the Properties pane in iManage Work. Example: custom21 can be rename to Matter Close Date.