iManage Records Manager
Retention Policy Basics
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