This document is for IT administrators of firms with iManage Records Manager Service in the Cloud, who connect the library manager tool to the Records Manager Cloud Server and configure local clients. Records managers will also find this guide useful for planning the privileges of users.

This guide provides detailed instructions for installing a local Library Manager to connect the library manager tool to the Records Manager Cloud Server, information on how to make such connection, and detailed procedural information on Upgrading to the standalone Library Manager application to match the equivalent server version of a Cloud Service Update. The guide also provides instructions to install various components of IRM such as clients, DataLoader, and the Application Designer, as well as information on configuring roles, privileges, and more.

The IRM solution provides enterprise content compliance through a unified information management platform and provides seamless integration with the iManage Work collaborative document management system. This feature enables a single point of access to view and manage all records in your organization, both physical and electronic.