The Properties pane can be viewed on the File Plan, Disposition Review, and Tasks pages. Records Managers and Disposition Managers can access the Properties pane by doing the following.

On the File Plan page

  1. Browse to the workspace, folder, sub-folder, or the record.

  2. Select the kebab kebab.png menu next to the workspace, folder, sub-folder, or record for which you want to see the Properties pane and then select Properties. The Properties pane is displayed.

On the Disposition Review page

Select the kebab.png kebab menu next to the task for which you want to view the Properties pane and then select Properties. The Properties pane is displayed.

On the Tasks page

  1. Select the Triggered or Upcoming tab.

  2. Select the kebab kebab.pngmenu next to the task for which you want to see the Properties pane and then select Properties. The Properties pane is displayed.

The Properties pane

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The Properties pane can display the following information:

  • Client and workspace details.

  • Retention schedule and schedule details.

  • Reviewers details, if available

  • Close and edit date, if available.

  • Library and any other detail that is declared in iManage Work