About this document

This help contains all essential information for a user to make full use of the iManage Records Manager Web Client. 

Responsiveness and mobile device input types

Information in this document, including screenshots, is based on usage of the iManage Records Manager Web Client on a full-size display. The Web Client is responsive, however, so the spatial arrangement of some interface elements will differ on devices with smaller screens.

Terminology note

References in this help to "Records Manager Server", "IRM Server", and "IRM Service" are equivalent. If you're using or connecting to iManage Records Manager Service in the Cloud, such references are interchangeable with "iManage Records Manager Service in the Cloud".

Document conventions

This help uses the following conventions:

Convention

Usage

Bold

User-interface elements such as a menu item or button. For example:

Click Cancel to stop the operation.

Italics

Document titles and new terms. For example:

  • For more information, refer to IRM Web Client User Guide.

Some User-interface elements are represented by icons.

Notices

NOTE: A note provides information that emphasizes or supplements important points of the main text. A note supplies information that may apply only in special cases. For example, memory limitations, equipment configurations, or details that apply to specific versions of the software. 

CAUTION: A caution indicates an action can result in the loss of data. 

TIP: A tip provides additional information that makes a task easier or more productive. 

Documentation Updates and Support

iManage Support provides prompt and accurate support to help you resolve issues you may encounter or questions you may have while using iManage products. Support services include access to Help Center for online answers, expert service by iManage support engineers, and software maintenance to ensure you have the most current technology.

To access the iManage Help Center, visit https://help.imanage.com.

Help Center provides access to:

  • Knowledge base and production documentation: The Help Center Knowledge Base and Documentation sections contain an extensive library of technote articles, FAQs, and product documentation.

  • Releases and release notes: The Help Center Releases section contains iManage product installer downloads, release notes, and links to available patch releases.

  • Community: The Help Center Community section allows you to interact with other iManage Community members and iManage Support engineers to seek answers to your questions or help answer others' questions.

  • Podcasts and videos: The Podcasts and Videos sections offer a library of audio and video reference materials to help you learn more about implementing, using, and maintaining iManage products.

  • Announcements: Receive announcement notifications by following the announcement sections you find most relevant to your needs for information such as: support news, new releases and resources, and technical updates.

  • Case portal: The Help Center also includes your iManage Support case portal where you can submit and manage all your support cases.

You can retrieve the latest available product documentation from iManage’s Knowledge Base in the iManage Help Center. A document in the Knowledge Base has a version number (for example, version 7.5) and may also have a revision number (for example, revision 3). The version number applies to the product that the document describes. The revision number applies to the document. The Knowledge Base contains the latest available revisions of any document. 

To submit a support request or manage existing requests online, select Submit a request on the top navigation menu in iManage Help Center.

You can also submit a new support case to iManage Support by email: contact us at support@imanage.com. To contact iManage Support by phone, please refer to the iManage Support FAQ knowledge base article in iManage Help Center for contact information by region.