IRM Desktop Client for Records Managers Help

  1. IRM Desktop Client for Records Managers Help

IRM Desktop Client for Records Managers Help

  • Welcome to IRM Desktop Client for Records Managers
    • What's new in Desktop Client for Records Managers
    • Logging in to Records Manager
    • Change your password
    • Explore the interface
    • Customize the View
    • Customize the File part properties view
    • Set User Options
    • Quick Reference
  • Manage a Records Library
    • Manage Locations
    • Membership policies
    • Record Types
    • Retention Events
    • Retention Holds
    • Retention Schedules
    • Security Policies
    • Standards
    • Thesaurus
    • Triggers
  • Manage the File Plan
    • Client 
    • Matter 
    • File Parts
    • Select a Vital Record Review Cycle
    • Mark File Parts as Reviewed
    • Renumber File Parts
    • Move File Parts
    • Relating File Parts
    • Records Managed in Place
    • SPM Policies 
    • Viewing Electronic Rendition
  • Electronic Records
    • Filing Electronic Records
    • Managing the Retention Policy of Electronic Records
    • Perform iManage Work Functions
  • Manage Boxes
    • Create Boxes
    • Select a Box
    • Modify Boxes
    • Adding Items to a Box
    • View Box Contents
    • Remove Box Contents
  • Reports in Records Manager
    • Generate Quick Reports
    • Generate Search Result Reports
    • Generate Reports
    • Generate File Plan Summary Reports
    • Generate Document Index Reports
    • Generate Box Detail Reports
    • Generate Request Reports (Pick List)
    • Generate Precalculated File Part Eligibility Report
    • Generate File Part Eligibility Reports
    • Generate File Part Statistics Reports
    • Generate Precalculated Box Eligibility Reports
    • Generate Box Eligibility Reports
    • Generate Vital Record Review Reports
    • Generate Cutoff Eligibility Reports
    • Change Report Sort Order
    • Save Reports
    • Search for Retention Events
    • Search for Retention Schedules
    • Print Reports
    • Export Reports
    • Mail Reports
    • Set Report Hot Links
    • Managing Labels
  • Common Tasks for Managing Records
    • View Electronic Renditions
    • Circulation
    • Requesting for items
    • Check Out Items
    • Selecting a Record Status
    • Transfer Items
    • About Check-In Process
    • Check In an Item
    • Select a Circulation Status
    • Searching for items
    • Advanced Searches
    • Boolean Searches
    • Customizing Search Results
    • Recent Searches
    • Saving Searches
    • Select a User
    • Perform a Bulk Update
    • Viewing Audit History
    • Copying information from a page or form
  • Records Manager Reports
  • Best practices for law firms and corporate legal departments
    • Best practices - File Plan
    • Best practices - Labels
    • Best practices - Standards and Templates
    • Best practices - Boxes
    • Best practices - Retention Policies
    • Best practices - Locations
    • Best Practices - Ethical Walls and Security Policies
Welcome to IRM Desktop Client for Records Managers
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