The following are tasks that are commonly performed in Records Manager:

• Search for items
  • Text Searches
  • Add Search Criteria
  • Save Searches
  • Customize Search Results
  • Search - Syntax
• Advanced - Searches
  • Searching File Parts
  • Searching Clients
  • Searching Matters
  • Search for Boxes
  • Search for File Part Eligibility
  • Searching for Cut Off Records
  • Searching for Vital Review Records
  • Searching Requests
  • Search Audits File Parts
• Request Items
  • View Requested Items
  • Cancel Requests
• Selecting Values
  • Selecting a Media Type
  • Selecting a Circulation Status
  • Selecting a Membership Policy
  • Selecting a Security Policy
  • Selecting a Practice Area
  • Selecting an Area of Law
  • Select a Record Status
  • Selecting a Record Type
  • Selecting a Retention Hold
  • Selecting a Retention Schedule
  • Selecting a Standard
  • Selecting a Transmittal Code
  • Selecting a User
  • Selecting a Vendor
  • Selecting a Vital Record Review Cycle
• Client
  • Selecting a Client
  • Creating a Client
  • Modifying a Client
• Matter
  • Selecting a Matter
  • Modifying a Matter
  • Creating a Matter
  • Assign Matter Instructions
  • Preventing New File Part Addition
  • Assigning-Holds
• SPM Policies
• Boxes
  • Selecting a Box
  • Modifying Boxes
• Locations
  • Selecting a Location
  • View Checked Out Items
  • Transfer - Items
  • View Audit History
• View Electronic Renditions of documents
• Copying information from a page or form in Desktop Client