iManage Records Manager Self Paced Training

After attending this self-paced virtual training you will understand the basics of how to run retention in iManage Records Manager. This class is taught by Nitza Medina-Garcia, CRM who has implemented iManage Records Manager for firms around the world. Let her simplify how to use IRM’s retention features for you!

PLEASE NOTE: This is a self-paced class. All lessons will be available to you upon purchase.

What you will learn:
  • How to configure the retention schedule
  • How to configure the retention event
  • How to configure a hold
  • How to run a disposition eligibility report
  • How to assign a retention schedule to a file
  • How to update the record status on a file