Before setting up iManage Disposition Manager, make sure to:

• Provision iManage Disposition Manager

• Check for system requirements

• Understand the user types defined for iManage Disposition Manager

Next, complete the following in iManage Control Center. We recommend that you perform the steps in the order mentioned below.

• Enable iManage Disposition Manager in iManage Control Center

• Set NRTADMIN for iManage Disposition Manager

• Create IRM Record Manager group in iManage Control Center

• Add users to the group

• Set up custom fields for iManage Disposition Manager

We recommend that you set up retention policies in iManage Control Center according to the requirements of your organization before implementing iManage Disposition Manager.