iManage Records Manager
Search Class
Live Session

Having trouble searching iManage Records Manager for what you need? This class will help to simplify the process of your quest and avoid the frustrations. This live presentation will show you how to quickly search for what you are searching for, documents, folders, matters, emails, etc. The class will introduce the fundamentals to your newbies and teach more advanced techniques to your daily users. Nitza Medina-Garcia, CRM, will be teaching this class. She has trained hundreds of IRM users over her career. She is regarded as a leading teaching expert in IRM by many.

What you will learn:

  • How to use the search bar
  • How to search hotlinks and menu
  • How to use advance boolean search
  • How to save searches
  • How to use the IRM Web Client search
  • How to use the IRM Web Client advance search