In this IRM Retention Policy Basics Training class, there will be a one-hour virtual training where I will go over how you create what they call a Retention Schedule in IRM and how to create Retention Events that go into that schedule.
One service I provide is custom training on a software called iManage Records Manager (IRM).
For iManage Records Manager Cloud customers, please be advised iManage will no longer support connections from desktop clients and applications that are configured to use the Transport Layer Security less than version 1.2 (TLS 1.2). TLS will be the minimum required protocol. If you are using less than TLS 1.2 and you do not make …
I am super excited to come together with local business and community leaders as a part of the Rotary Club of Laguna Sunrise to donate dictionaries to Herman Leimbach Elementary, my alma mater, today. I participate in many Rotary fundraisers throughout the year in order to raise funds to help the local community and international …
Several of my clients have asked me about how to create a list of file parts associated with a box. Although you can get this information from the Box “Box Contents” tab of a storage Box, or from a Box Detail Report, records managers need to be able to do more, such as to perform …
Your law firm must implement and maintain a streamlined document management system. There will always be resistance from attorneys and staff when they are busily going about their days and don’t feel like they can take the time to manage their documents properly. Managing this resistance is an integral part of successfully managing your records. …
How to Combat Resistance to Organization Within Your Firm Read More »
Many law firms don’t have a full-time file clerk. They only have a part-time one or none at all. This can create problems when other people within the firm don’t know the basics of filing. Chaos ensues when people start just throwing files everywhere. Having a designated staff member who knows what they’re doing and …
iManage has been hinting at the release of version 10.1 for a while now. We expect to see it at the end of this year or the beginning of next. I got a sneak peek into what 10.1 is going to include and I’m sharing it with you here. Version 10.1 focuses on dashboards for …
iManage Records Manager has seen some significant functionality improvements this year. The focus of the first round of updates was mainly on the end-user Web Client which came out last year. Version 10.0.8 Disabling insert requests File Part Creation File Part Name Prevent Fire Part ID Override Remove Priority Field form new Request Dialog A …
Data migrations typically come about when a firm implements new software. For example, every time I help a firm move from their old system to iManage Records Manager (IRM), we perform a data migration. At InfoCompass Business Solutions, we use the Waterfall method of data Migration. The Waterfall Method These implementations are linear. They go …
