• 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
      • 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