The IRM Desktop Client for Users interface simplifies the task of managing records through a dashboard. The following major areas are displayed in the interface:

Navigation pane
The Navigation pane provides centralized navigation and access to the Records Dashboard.

Search bar
The Search bar provides the ability to perform text searches and criteria-based searches directly from the main interface.

List pane
The List pane displays elements of the file plan and the results of searches performed in the application.

When browsing the file plan, the List pane displays items in a hierarchical “tree-like structure”, which helps you to see how individual records are organized within their parent containers. A plus sign (+) next to an item indicates that there are sub-items within it. When you select the node to expand it, the plus sign changes to a minus sign (–).

To view the contents of an item from the File menu, press Enter. Alternatively, double-click an item to view its contents. In some cases, double-clicking an item opens the Edit dialog to modify its properties.

Properties of items in the list pane are displayed in columns. Sorting is enabled for most property types. To sort by a column, select the column heading. Property columns can be added or removed. Refer to Customizing properties directly from List view.

When a list of matters or file parts are displayed in the List pane, you can use the Print Report or Print Selected buttons to print a report of the entire list or selected items from the list.
Tabbed browsing helps you ‌drill down the file plan, and easily return to where you began. Press Ctrl+T to view the contents of a selected item in a separate tab. Each tab displays its own breadcrumb at the top of the List pane. Press Ctrl+Shift+T to close the tab.

Preview pane
The Preview pane is divided into tabs that display information about the item selected in the List pane. The tabs available depend on the item selected in the List pane.  

Report view
Displays the report generated in the application. It also provides options to print, save, export, and mail reports.