Records Manager

iManage Records Manager is a records management product that supports information governance across both physical and electronic records, enabling organizations to apply consistent retention and disposition policies from a single interface.

Key features and functions:

Single Policy Control
Allows organizations to define and apply one retention policy to records stored across multiple repositories, whether physical or electronic, eliminating the need for separate policies for each system.

Role-Specific Dashboards
Provides user-based or privilege-based interfaces that deliver customized views of key records management metrics. Records managers and end users each receive real-time views tailored to their role.

Centralized Management
Governs content in place across physical records held in offices or offsite storage and electronic records across multiple repositories, including iManage Work and Windows file shares.

Policy-Based Automation
Supports automated content retention, archiving, and disposition based on configured governance policies, retention periods, and disposition rules. A detailed audit history logs all events for accountability and defensible disposition.

Declare as Record
Automatically declares filed documents as records within iManage Work and applies retention policies to new content as part of users' existing workflows, without requiring additional manual steps.

Approval Workflows
Provides intuitive, consistent workflows that allow staff to review and decide on records holds or dispositions, supporting user participation in governance processes.

Platform Integration
Records Manager is the only authorized records management application with native integration into iManage Work. Additional integration with iManage Security Policy Manager enables need-to-know access controls to be applied to sensitive content across departments and teams.

Mobile Access
Configured rules and approval workflows can be reviewed and managed on mobile devices.