• 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
      • Navigation pane
        • Records dashboard
        • Circulation dashboard
        • Administration dashboard
      • Search Bar
      • List pane
      • Preview pane
      • Report View
    • Customize the View
    • Customize the File part properties view
    • Set User Options
    • Quick Reference
  • Manage a Records Library
    • Manage Locations
      • Create Locations
      • Select a Location
      • Select a Location type
      • Modify Locations
      • Move Locations
    • Membership policies
      • Create Membership policies
      • Select a Membership Policy
      • Modify Membership policies
    • Record Types
      • Record Type and Document Class
      • Create Record Types
      • Select a Record Type
      • Modify Record Types
      • Delete Record Types
    • Retention Events
      • Create Retention Events
      • Process Retention Events
      • Modify Retention Events
      • Delete retention events
    • Retention Holds
      • Create Retention Holds
      • Apply Retention Holds
      • View Retention Hold Items
      • Select a Retention Hold
      • Modify Retention Holds
      • Remove Retention Holds
      • Delete Retention Holds
      • Search for Retention Holds
    • Retention Schedules
      • Create Retention Schedules
      • Share Events Across Schedules
      • Apply Retention Schedules
      • Select a Retention Schedule
      • Modify Retention Schedules
      • Delete Retention Schedules
    • Security Policies
      • Select a Security Policy
      • Create Security Policies
      • Modify Security Policies
      • Delete a Security Policy
      • Security Policy Levels
    • Standards
      • Create Standards
      • Select a Standard
      • Modify Standards
      • Templates
        • Create Templates
        • Modify Templates
      • Media Types
      • Select a Media Type
    • Thesaurus
      • Add a Thesaurus Entry
      • Modify a Thesaurus Entry
      • Delete a Thesaurus Entry
    • Triggers
      • Create Triggers
      • Process Triggers
      • Modify Triggers
      • Delete Triggers
  • Manage the File Plan
    • Client 
      • Create a Client
      • Select a Client
      • Modify a Client
    • Matter 
      • Create a Matter
      • Select a Matter
      • Modify a matter
      • Move a Matter
      • Select a Practice Area
      • Select an Area of Law
      • Assigning Matter Instructions
      • Preventing a New File Part Addition
      • Assign Holds
    • File Parts
      • Create File Parts from Templates
      • Create File Parts
      • Modify File Parts
      • Duplicate File Parts
      • Cut Off File Parts
      • Close File Parts
    • Select a Vital Record Review Cycle
    • Mark File Parts as Reviewed
    • Renumber File Parts
      • Renumber File Part Contents
      • Insert File Part Contents
      • Rearrange File Part Contents
      • Generate a Report of File Part Contents
    • Move File Parts
    • Relating File Parts
    • Records Managed in Place
    • SPM Policies 
    • Viewing Electronic Rendition
  • Electronic Records
    • Filing Electronic Records
      • Classifying Electronic Records
      • Capturing Electronic Records Metadata
      • Handling Electronic Records Security
    • Managing the Retention Policy of Electronic Records
      • Assigning Retention Schedules to Electronic Records
      • Processing Retention Events for Electronic Records
      • Working with Electronic Records
    • Perform iManage Work Functions
      • Connect to iManage Work Servers
      • Edit iManage Work Profile Information
      • View Electronic Records
      • Email Electronic Records
      • Print Electronic Records
      • Display Record Information
      • Undeclare Electronic Records
  • 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
      • View New Pending Labels
      • Print File Part Labels
      • Print Box Labels
      • Modifying the Labels List
      • Reprinting Labels
        • Reprinting Labels of Modified Items
        • Adding Items to the Pending Items List
      • Exporting Labels
      • Marking Pending Labels as Printed
      • Search for Users
  • Common Tasks for Managing Records
    • View Electronic Renditions
    • Circulation
    • Requesting for items
      • Receive New Request Notifications
      • Viewing Requested Items
      • Cancelling Requests
      • Assign Requests
      • Select a Priority
      • Removing Request Assignments
      • Pending Requests During Check-in
      • Pending Requests During Transfer
      • Viewing Checked-Out Items
      • Requesting Delivery from an Off-Site Location
    • Check Out Items
    • Selecting a Record Status
    • Transfer Items
    • About Check-In Process
    • Check In an Item
      • Requesting Item Pick Up to an Off-site Location
    • Select a Circulation Status
    • Searching for items
      • Search Bar Keyboard Shortcuts
      • Search Syntax
    • Advanced Searches
      • Searching for File Parts
      • Searching for Clients
      • Searching for Matters
      • Searching for Boxes
      • Searching for File Part Eligibility
      • Searching for Box Eligibility
      • Search for Cut Off Records
      • Search for Vital Review Records
      • Searching for Requests
      • Searching for Locations
      • Searching for File Part Audit History
      • Searching for Box Audit History
      • Searching for Client Audit History
      • Searching for Matter Audit History
      • Searching for disposition Processing Errors
    • 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