The menu bar in the Records Manager client application provides default options for the user. Records Manager Application Designer enables the user to add, delete, and customize the specific commands available for Action menu and shortcut menu.

Modifying Menu Commands

  1. In Application Designer, select Configuration.

  2. On the ribbon bar, select Draft.

  3. In the Configuration pane, expand the Menu node.

  4. Select Desktop Client for Record Managers or Desktop Client for Users.

  5. On the ribbon bar, select Import menu.

  6. Locate the configmenu.xml file from the path (C:\Program Files\iManage\Records Manager\Desktop Client\Config), or copy the configmenu.xml and IRMcommands.xml files.

  7. Select Open.

  8. From the Menu Type drop-down menu, select the required item.

  9. Select Add or Delete.

NOTE: When you select Add, the item is added to both the Action menu and the shortcut menu. To add items only to the Action menu, select the required item from the Menu Type drop-down list and then select the On Action Menu check box.

  1. On the ribbon bar, select Publish.

  2. Restart IRM Desktop Client for Records Managers or IRM Desktop Clients for Users.