Create retention events

Create Retention Events

Process retention events

Process Retention Events

Create triggers

Create Triggers

Process triggers

Process Triggers

Create retention schedules

Create Retention Schedules

Apply retention schedules on items

Apply Retention Schedules

Create retention holds

Create Retention Holds

Apply retention holds on items

Apply Retention Holds

Define standards and templates

Create Standards and Create Templates

Define membership policies

Create Membership policies

Define security policies

Create Security Policies

Create and modify clients

Create a Client and Modify a Client

Create and modify matters

Create a Matter and Modify a matter

Run reports

Generate Reports

Export reports

Export Reports

Run criteria-based searches

Advanced Searches and Boolean Searches

Update properties (metadata) of a large volume of items

Perform a Bulk Update

View the audit history of items

Viewing Audit History

Create file parts

Create File Parts

Duplicate file parts

Duplicate File Parts

Cut off and close file parts

Cut Off File Parts and Close File Parts

Move file parts

Move File Parts

Renumber file part contents

Renumber File Part Contents

Insert file part contents

Insert File Part Contents

Box file parts

Adding Items to a Box

Create boxes

Create Boxes

Print labels

Print File Part Labels and Print Box Labels

Get notified about new requests

Receive New Request Notifications

Get notified about new pending labels

View New Pending Labels

Run Request reports

Generate Request Reports (Pick List)

Assign requests

Assign Requests

Check out items

Check Out Items

Check in items

Check In an Item

Transfer items

Transfer Items

View the audit history of items

Viewing Audit History