Perform a Windows search for IRM Desktop Client.

Verify that IRM Desktop Client for Records Managers is available.

• If it's available, proceed to Step 3 below.

• If it isn't available (and regardless of whether IRM Desktop Client for Users is available or not):

  1. Download the software from Help Center.

  2. Install the Desktop Client per Install IRM Desktop Client for Records Managers section in Manage Records Manager Administration Guide for Cloud Service Users.

Verify that IRM Barcode Application is available by performing a Windows search for IRM Barcode.

• This is installed by the iManage Records Manager Desktop Client for Records Manager installer. If this isn't in place, check if IRM Desktop Client for Users is installed instead of IRM Desktop Client for Records Managers.

Proceed to Step 2: Use the Desktop Client to connect to Records Manager at cloudimanage.com.