You can define the following user preferences in iManage Records Manager (IRM) Desktop Client for Records Managers:

• Display items

• Change Login settings

• Set display options

• Set Color options

• Set report options

• Set language options

  • Setting language by Windows locale (default)

  • Setting language from the Tools menu

Display items

1. From the Tools menu, select Options.
   The Options dialog opens.

2. You can define the following:

   • In the Browse items to return box, enter or select a value to limit the number of items displayed in the List pane when browsing or searching.

   • In the Limit for file part renumbering box, enter or select a value to limit the number of items a file part can contain to be eligible for renumbering.

   • Select the Enable text auto-completion check box if you want to enable the auto-fill feature.

3. Select OK.

Change Login settings

1. From the Tools menu, select Options.
   The Options dialog opens.

2. In the Categories pane, select Login.

3. If you want to be connected using your network credentials, select the Trusted Login check box.
   You don't need to enter a user name, password, or domain when this check box is selected.

4. To update your password, select Change Password. Refer to Change Your Password.

5. To update your user name, domain, and cluster information, enter new values.
   The next time you sign in, this information is automatically entered in the Records Manager Login dialog.

6. To suppress the Login dialog after successfully connecting to the Records Manager cluster, select the Auto Connect check box.
   The sign-in credentials you entered are automatically sent to the Records Manager cluster.

7. Select OK.

Set display options

1. From the Tools menu, select Options.
   The Options dialog opens.

2. In the Categories pane, select Navigation.

3. Specify the font and color for search result hits and non-hits, to differentiate when displayed in a list.

4. Select OK.

Set Color options

1. From the Tools menu, select Options.
   The Options dialog opens.

2. In the Categories pane, select Color.

3. Select the   icon and then select the default background color for fields and locked fields in a dialog.
   You can also select background colors for the odd and even rows of a list.

4. Select OK.

Set report options

The application enables you to quickly generate frequently used reports with the help of report shortcuts. These shortcuts need to be configured to generate reports in a predefined format. Refer to Set Report Hot Links.

Set File Part properties for duplication

1. From the Tools menu, select Options.
   The Options dialog opens.

2. In the Categories pane, select Fields for Duplication.
   The file part properties available for duplication are listed. Properties that aren't listed can't be duplicated. Certain properties are selected by default.

3. Select or clear the check boxes for the properties.
   Properties that are selected are copied when creating the duplicate file part.

4. Select OK.

Set language options

Setting language by Windows locale (default)

The default setting for the language setting in IRM Desktop Client for Records Managers is "Windows default". Provided this setting is not changed, if a language corresponding to your locale has been added to IRM, it becomes available when you specify your locale in Windows' locale settings.

If you have previously used IRM Desktop Client, and are switching language, for example to Canadian French, perform the following additional steps to ensure that all column headers are displayed in the selected language:

1. Close IRM Desktop Client for Records Managers.

2. Browse to %APPDATA%\iManage\RecordsManager\settings.xml

   1. To retain existing user preferences, such as how many rows to display per page:

      1. Remove the <lists>...</lists> content in the file.

      2. Save the file.

      Alternatively,

   2. Delete the file. Existing user preferences will be lost, but any that are then set will be retained.

3. Restart IRM Desktop Client for Records Managers.

Setting language from the Tools menu

1. From the Tools menu, select Options.
   The Options dialog opens.

2. In the Categories pane, select Languages.
   Select one of the following options by selecting the corresponding option:

   1. Windows default (<Selected Windows language>)

      • This is the default setting and displays the selected Windows language in place of <Selected Windows language>. Refer to Setting language by Windows locale (default).

   2. IRM trustee setting (<Specified trustee language>)

      • This is available for selection if a trustee language has been set. In such case, the trustee language is displayed in parentheses, in place of <Specified trustee language> above.

   3. Custom language

      • Select a custom language from the drop-down menu.

      • Canadian French is available for selection.

      • Other major languages are pre-populated in the drop-down, however only localized (custom language) content that's been configured by or for your organization, will be available for display in the iManage Records Manager Desktop Client.

      For detailed information on how to localize content for use in the iManage Records Manager Desktop Client, refer to section Using captions to present localized content in client applications in iManage Records Manager Application Designer User Guide.