IRM Desktop Client for Users Help

  1. IRM Desktop Client for Users Help

IRM Desktop Client for Users Help

  • Getting Started
    • Signing in
    • Changing Your Password
    • Connecting from iManage Work
    • Exploring The Interface
    • Records - Dashboard
    • Customizing the View
    • Customizing File Part Properties View
    • Setting User Options
  • Managing File Parts
    • Creating File Parts
    • Creating File Parts from Templates
    • Duplicating File Parts
    • Modifying File Parts
    • Processing Triggers
    • Relating the File Parts
    • Media - Types
    • Viewing Electronic Renditions of documents
  • Reports
    • Generating Reports
    • Changing Report Sort Order
    • Saving Reports
    • Printing Reports
    • Exporting Reports
    • Mailing Reports
    • Setting Report Hot Links
    • Generating Quick Reports
    • Generating File Plan Summary Reports
    • Generating Document Index Reports
    • Generating Search Result Reports
  • Labels
    • Viewing New Labels
    • Printing File Labels
    • Modifying Labels List
    • Reprint Labels
    • Reprinting Modified Item Labels
    • Export Labels
    • Marking Pending Labels
    • Adding Items to the Pending Labels List
    • Searching for Users
  • Common Tasks
    • Search for items
    • Advanced - Searches
    • Request Items
    • Selecting Values
    • Client
    • Matter
    • SPM Policies
    • Boxes
    • Locations
    • View Electronic Renditions of documents
    • Copying information from a page or form in Desktop Client
Getting Started
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