Allows users to create or update matter through CSV.
Columns | Description | Supported Values |
|---|---|---|
ClientId | Enter the client ID | String |
MatterId | Enter the matter ID | String |
ClientName | Enter the client name | String |
MatterName | Enter the matter name | String |
RefileDocsAndFolders | Set to update Metadata to Docs and Folder also | Number 1| 0. 1=Update Metadata to Docs and Folders |
Sample CSV for MyFavorites:
| View file | ||
|---|---|---|
|
Create a CSV file using Text Editor
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