• Preface
  • Setting up iManage Disposition Manager
    • Provisioning iManage Disposition Manager
    • Checking for supported environments
    • Understanding the user types for iManage Disposition Manager
    • Configuring iManage Disposition Manager in iManage Control Center
      • Enabling iManage Disposition Manager
      • Creating IRM Record Manager group
      • Adding users to the group
      • Setting NRTADMIN for iManage Disposition Manager
      • Setting custom fields in iManage Control Center
        • Example 1: Setting up custom fields for retention schedule
        • Example 2: Setting up custom fields for disposition reviewer
  • Using iManage Disposition Manager
    • Accessing iManage Disposition Manager
    • iManage Disposition Manager user interface
      • Understanding the user interface
      • Understanding the File Plan
      • Understanding the iManage Disposition Manager left pane
      • Understanding the Reviews pane
      • Understanding the Properties pane
    • Configuring metadata mappings
      • Mapping work property with records manager property
      • Modifying mapped properties
      • Understanding the iManage Work properties to be mapped
    • Working with retention schedules
      • Working with events
        • Understanding the available event types
        • Understanding the Automated and Requires review options
        • Understanding the period and retention dates
        • Creating events
        • Modifying events
        • Making workspaces and folders read-only
      • Working with schedules
        • Creating schedules
        • Modifying schedules
    • Configuring the review mode
      • Setting up the review mode
      • Sending email notifications to one or multiple reviewers
        • Setting up a reviewer or multiple reviewers
        • Setting reviewer email notifications
        • Email notifications content
    • Applying retention schedules to items
    • Assigning disposition reviewers
      • Adding additional reviewers when previous reviewers are disabled
    • Designating close dates
    • Configuring and applying holds
      • Creating legal holds
      • Modifying legal holds
      • Assigning legal holds
      • Viewing applied holds
      • Removing legal holds
    • Reviewing tasks
      • Reviewing pending tasks as Disposition reviewer
      • Reviewing pending tasks as Records Manager
      • Reviewing pre-approved task as Disposition reviewers
      • Reviewing pre-approved tasks as Records Manager
      • Reviewing tasks in bulk
      • Filtering disposition tasks
    • Viewing and processing tasks
      • Viewing upcoming tasks
        • Generating reports for upcoming tasks
        • Bulk actions across filtered upcoming tasks
      • Viewing triggered tasks
      • Reviewing and processing upcoming tasks
      • Viewing tasks with errors
      • Viewing destroyed records
    • Viewing timeline entries
      • Viewing timeline entries from File Plan
      • Viewing timeline entries for destroyed records
      • Viewing timeline entries for events
      • Viewing timeline entries for schedules
      • Viewing timeline entries for holds
      • Viewing timeline entries for Tasks
      • Viewing timeline entries for property metadata
      • Understanding the Timeline pane
    • Working with reports
      • Creating reports
      • Downloading created reports
      • Modifying reports