With a little extra time on your hands, perhaps a Self-Paced iManage Records Manager Policy Training fits the bill. Now, rather than attending a live class, you can absorb all the information in one sitting or break it down to fit your timeline (it’s only an hour long, though). You can go back and cover …
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 …
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 »
