One of the key reasons to use electronic records lifecycle management is that content from iManage Work can be centrally governed by Records Manager. This serves as a records compliance and operations center.

The process of managing the retention policy of electronic records includes managing the following elements of a retention policy:

  • Assigning Retention Schedules to Electronic Records

  • Processing Retention Events for Electronic Records

  • Processing Triggers
    You can process triggers on electronic records in the same way as physical records. Refer to Process Triggers.

  • Applying Retention Holds
    You can apply retention holds on electronic records in the same way as physical records. Refer to Apply Retention Holds.

This section includes the following topics: