The IRM Web Client provides a personalized, consistent experience for each signed-in user. In addition to a variety of user-defined states being retained across the interface, users can set language preferences and configure the default tab that loads when the IRM Web Client is opened.

Retained items include:

  • File plan location

  • Sorting of tables and users

  • Filter states including:

    • filters applied

    • filter configurations

    • filter expansion

  • Properties panel

  • Grid/List view selection

  • Items with adjustable widths, including columns

  • Column visibility

User Settings

Language

You can select the language in which the IRM Web Client interface is displayed.

  1. Select your username from the top-right of any page of the IRM Web Client interface.

  2. On the drop-down menu, select User Settings.

  3. In the User Settings dialog, in Language, select a language from the drop-down menu. Languages available by default are:

    • English

    • English (UK)

    • Français (CA)

    If your organization has configured IRM Web Client with any additional languages, these are also available for selection.
    An information message is displayed, informing that settings will be displayed when the User Settings dialog is closed.

  4. Select to exit User Settings. The IRM Web Client is displayed in the selected language.

Web Default Tab

You can set the page that loads when IRM Web Client is accessed.

  1. Select your username from the top-right of any page of the IRM Web Client interface.

  2. On the drop-down menu, select User Settings.

  3. In the User Settings dialog, in Web Default Tab, select one of the following on the drop-down menu:

    • Dashboard

    • File Plan

    • Boxes

    • Pending Requests

    • Completed Requests

    • Checked Out

    • Label Queue

    • Disposition Eligibility

    • My Favorites

    A success message is displayed with confirmation of the new default tab selected.

  4. Select to exit User Settings.

Restoring default settings

You can reset all user settings to default values, if required.

TIP: To reset only column visibility and widths to default, select wheel.png and then select Reset. You don't need to restore all user settings.

  1. Select <username> from the top-right of any page of the IRM Web Client interface, where <username> is the name of the signed-in user.

  2. On the drop-down menu, select User Settings.

  3. In the User Settings dialog, select Show Advanced Settings. The setting expands to display the Restore Application UI to Default State option.

  4. Select Restore. A confirmation message is displayed.

  5. Select Yes if you want to continue. A success message is displayed.

  6. Select to exit User Settings.