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 …
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 …
Back in May, I gave a presentation at iManage Connect Live in New York City. iManage Connect Live is a conference where the software users and iManage staff come together to mastermind, learn, and network. I attend every year. The conference allows me to stay up to date on the latest and greatest features of …
Last week we went over how to build a retention schedule and some things that law firms should consider in doing so. This week I want to show you an example so you can visualize what a good retention schedule will look like for your firm. This is based on the different areas of law …
A records retention schedule determines how long your firm keeps its files. It is crucial to establish a proper retention schedule, and adhere to it so that you don’t end up overpaying for file storage, cluttering your system, and exposing your firm to unnecessary risk. Get Started The first step in creating a records retention …
Law Firms – How to Create a Records Retention Schedule Read More »
Last week I discussed three reasons that data migrations fail. You might be wondering to avoid some of these challenges. You can avoid a failed data migration by following these golden rules. Data Migration is a Business Issue The first golden rule for data migration is that it’s a business issue, not just a technical …
I help with a lot of system migrations, moving clients from old data management programs into iManage Records Manager (IRM). Lately, I’ve noticed the importance of a basic understanding of records management, and following best practices when implementing a records management program. I spoke with one firm who had an awful experience with a system …
Earlier this month, I presented at iManage Connect Live in New York City. I was invited to co-present with Ian Raine, the product manager for the iManage Records Manager Software. We talked about what is currently available in IRM, Version 10. I presented some of the common records management problems and how IRM can help. …
Last week I was helping a customer migrate her organization from Autonomy Records Manager, also known as FileSurf, to iManage Records Manager (IRM). We had finished designing her system and were ready to wrap up the project when one of her offices requested that we build in a way for them to use IRM to …
