iManage Records Administrators and Record Managers







Following completion of the training you are invited to register for the iManage Records Manager Administrator certification exam.

On passing the exam, you'll be able to claim your iManage Records Manager Administrator badge. Learn more about badging here.






This training is around 50% practical.

Training includes hands on labs in which you will create and manage metadata, retention events and retention schedules, the file plan and use various reporting features. You will also work in the iManage Records Manager Web Client and understand how the web client can be used to streamline disposition approvals.

Verify your system will be suitable for our hands on labs at this link: https://imanage.selfpaced.training/precheck





Self paced training is designed to be consumed at your own speed, enabling you to consume content and work on lab exercises on your own schedule. For this course, iManage recommends allowing a minimum of 24 hours to consume all courseware and complete lab exercises.




useiManage subscribers can utilize their self-paced training entitlements to register for this course and certification exam.


For more information on useiManage, visit https://registration.imanage.com/pages/useimanage


Expand sections below for an explanation of module contents.



Introduction to the iManage Records Manager Administrator program.

Module 1 - Introduction to iManage Records Manager


An introduction to the records lifecycle, the challenges it can present and how iManage Records Manager can address these challenges. A deep dive into the structure and architecture of iManage Records Manager.

Module 2 - iManage Records Manager in the Cloud


Discusses the structure of iManage Records Manager in the iManage Cloud, including the key differences between cloud and on-premise deployments. Discusses the configuration of library manager for use in a cloud deployment, as well as the options available to connect to iManage Records Manager in the iManage Cloud.

Module 3 - Desktop Client for Records Managers


A deep dive to the desktop client for records managers and covers the user interface, dashboards available, access options and some common user customisation options.

Module 4 - Managing Workspace Records


Discusses the iManage approach to Records Management and how the iManage Records Manager Policy Service is used. Also includes how to configure the Policy Service to map information from iManage Work to iManage Records Manager, and how it can be used to carry out records management activities in the DMS.

Module 5 - Managing the Records Library


Deep dive into all the elements which make up the records library, including record types, retention policies, standards and templates, security policies and more. Also included is how these items come together to manage metadata in the File Plan.

Module 6 - Creating and Managing the File Plan


Deep dive into the elements and metadata that makes up the File Plan. Includes how to create Record Series and Categories,  manually and using Standards/Templates, and how to declare items in iManage Work as records. Also covers the various search options available in the Desktop Client for Records Managers.

Module 7 - Disposition Workflow


Overview of how features of iManage Records Manager come together to create a streamlined workflow for disposition, from events requiring approval, to end users using the IRM Web Client to approve or deny.

Module 8 - Managing Physical Records


Deep dive into the elements of managing physical records, including creating and managing physical locations, boxes and more. Also included is the circulation process and how to manage requests for records, including external warehouse requests, and how to carry out common tasks such as checking records in and out.

Module 9 - Barcode Scanning Operations


A deep dive into how the barcode scanning operations application can be used to support the circulation and management of physical records and boxes, including how to carry out common records management activities via the application.

Module 10 - Reports


An overview of the reports available out of the box in an iManage Records Manager deployment. Included is how to generate reports, eligibility reports, labels and actions which can be performed on reports, such as hot links, print and email attachments.

Module 11 - Working in the iManage Records Manager Web Client


A deep dive into the iManage Records Manager Web Client, including personalisation and the use of dashboard charts to convey information at a glance. Discusses access options, between the iManage Work integration and the Stand Alone Client, and also the records management activities that can be carried out from the IRM Web Client.