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Overview

The Directory tab lists all the matters/directories created in the configured external systems from the uploaded jobs. The columns displayed on the page can be configured in Layout>Grids.

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The following columns are displayed by default -

Column Name

Description

Matter

Displays the matter name. If the Matter Name is empty, the matterId shows. Click the matter name to view the details of the workspace(s) created for the matter in the External Systems. Click here for more details to edit the matter metadata, security, and manage workspace.

Note: To display the matter name here, the Format column in the Layout>Grid page must be configured for Matter metadata.

Info

Tip: After archived all matter system or not exists matters, you cannot see on Directory tab.

Client

Displays the clients name. If the client name is empty, the clientid shows. Click the client name to view the details of the workspace(s) created in the External Systems. Click here for more details to manage the workspace.

Note: To display the client name here, the Format column in the Layout>Grid page must be configured for Client metadata.

Created Date

Displays the date the workspace was created.

Note: Users must have View Matter Details permission to access the matter details. This permission disables the link to open the matter.

Click the x, next to the button to close the current page and return to the Directory tab.

Configuring Directory Menu

Expand
titleDirectory with Content Location

Directory - Content Location

Click the matter to open the Matter information page. The Matter Header details are dynamic and the information can be customized in the Administration > Layout>Headers tab. Click the button on the far right corner of the header to edit the matter information. All the configured External and Default systems attached to the matter are displayed on the page. In the case of Office 365 Teams or Channels, privacy as private/public/org-wide is also displayed.

Menu

Description

Metadata

Select to edit the matter metadata. The fields displayed in the Matter Details dialog can be configured in Layout>Forms tab. Click Update to save changes. If the name or description is empty for the matter, the system will show the id instead.

Note: Select "Refile Folders and Documents Metadata" to yes to update Metadata to Folders and Documents also. Click here to check refile details.

You are not allowed to edit Unique Metadata.

Security

Select to edit security to the matter and to lock down the matter to specific users or groups

Add System

Select to add an external system to the matter. In the Add System Details dialog, type information in the provided fields, based on the table below, then click Save. The system will be displayed as an External system for the Matter.

  • Select System - Select the system from the drop-down. All the active external systems configured in the External System Configuration are displayed here. Read here for detailed instructions to integrate an additional external system with CAM. This is a required field.

  • Select Library - All the libraries configured in the external system are displayed here for selection.

Note: This option will be available if the libraries from the additional external system are added when configuring external system.

  • Path Display Name - Enter the system name. This is a required field.

  • Description - Enter a brief summary for the purpose of this system. The description is displayed in the UI under the system name

  • URL Unique ID - Enter the file ID. This is a required field. For e.g. From this base URL, https://drive.google.com/file/0B9F7a enter only the file ID -0B9F7a in the Library ID field. This is a required field

Note: When entering the ID, make note of the (/) slash before the ID. If it is added at the end of the base URL https://drive.google.com/file/, do not add it when entering the ID here. When re-directing to an external system CAM will combine the base URL with the file ID, any additional or missing slash will cause the link to fail.

  • URL - This is auto-populated with the Base URL of the selected external system

Click the x, next to the button to close the current page and return to the Directory tab.

Expand
titleMatter Controls for Control Center

Matter Control - Control Center

  • Inside the Matters Tab, when we click into a Matter

  • On UI, navigate to Hamburger menu, click Control

  • The following dialog displays -

  • Matter Level and Firm-Level controls display.

  • These controls come from the Control Center and from the SPM Policy.

  • . Drilling into the hyperlinks opens up CAM Control Center.

Expand
titleUpdate Workspaces

Update Workspace

The external system associated with the matter is displayed. Click the (blue star)  button next to the workspace name to display options to update the workspaces.

Field

Description

Manage

Select this option to add optional folders to the selected folder/sub-folder in the Template. Read here for detailed instructions to update the folders.

Reassign Template

Select this option to reassign templates to a matter. Read here for detailed instructions to reassign template. This option is controlled by a permission View Reassign Template.

Remove Content

Read here for detailed instructions.

Expand
titleMatter Team and Security

Matter Team & Security

You can add users and groups specifically for the selected matter. When a user is added to the matter team, CAM grants the user/group access to the workspace. You can also remove a user's access to specific matters by denying permission to access the matter.

In the Matter Team and Security, window clicks the Add Member/Group button. In the Add Member/Group window, type information in the provided fields, based on the table below, then click Save

Field

Description

Security Enabled

Select the radio button to assign the matter security to a User or a Group. This is a required selection.

Select a User/ Group

Select the user/group from the drop-down. To assign a user/group, either click the drop-down menu and select from the list or manually enter the value, which will auto-complete if the user is assigned in Administration>Users and Groups .This is a required selection.

Permission

Select the option to Allow or Deny the permission. This is a required selection.

Role

Select the role to be assigned to the user/group from the drop-down. This is a required field.

Expiration Date

The date on which the user/group will be automatically removed from the matter team. This is a required field.

Selected Systems

This displays the selected system for the matter and is checked by default

Expand
titleManage Folders

Manage Folders

The Manage Folders option in the external system allows you to add optional folders to the selected folder/sub-folder in the matter template, based on the On-demand Folders Creation defined in the applicable folder templates.

Note: Manage Folder option is available in Office 365 for CAM Teams only.

Info

Prerequisite: CAM Teams app must be installed successfully before opening CAM Web Commands inside a tab within a channel.

  1. In the Directory tab, click the matter to open the Matter Details page.

  2. Click the (blue star) button in the far right corner of the external system. Select Manage.

  3. To assign a template, either click the drop-down menu and select it from the list or manually enter the value, which will auto-complete if it is assigned in Administration>Template Editor.

  4. To add a custom folder, click the + button to add the custom-named folder to the workspace. Adding or restricting custom folder creation is possible by configuring the Metadata based filter criteria at Administration>Template Editor> Config

Note: + at Team level will create channel under Team.

+ sign at Channel level will create the folder inside File tab of Channel.

5. In the folder tree, check one or more folders.

6. For each selected folder that allows a custom name, prefix, and/or suffix:

  • Click the Custom Name, Add Prefix, or Add Suffix link to display a text box.

  • Enter an appropriate name, prefix, or suffix and click Save.

7. Click Update.

8. A new job is triggered to update the workspace. You can track the status of the job in the Jobs tab.

Note: A Checkbox is displayed in front of On-demand and Custom folders to differentiate from existing folders in the workspace, and shows existing folders with blue text to rename it.

Note: The replacement of placeholders for the template metadata only happens at the workspace level and not at the folder level to avoid inaccurate results when a user opens Manage Folder from the folder level.

Info

Tip: Users must have View Manage Folder Dialog permission assigned to edit the workspace template folders. Read here for a complete list of available permissions and instructions to allow/deny CAM permissions to user/group.

Expand
titleReassign Template

Reassign Template

The Reassign Template option allows you to reassign and apply a new template to the selected folders/sub-folder in the matter template.

  1. In the Directory tab, click the matter to open the Matter Details page.

  2. Click the hamburger button in the far right corner of the external system. Select the Reassign Template.

  3. In the Reassign Template dialog, the Current Template is displayed on the left-hand side of the dialog. The option to select the new template is displayed in the right-hand side panel.

Note: On-Demand folders will not be displayed on the workspace structure displayed on the left-hand side of the page unless it's created on a workspace.

4. To reassign a template,

  • Click the Select Template

  • Select a template from the list or manually enter the value, which will auto-complete if it is assigned in Administration>Template Editor

  • The selected template layout is displayed and the template name is auto-populated in the template name field.

5. From the current template, select an option -

Fields

Description

Delete folders with no documents

Allows the user to removes empty folders from the selected workspace.

a. Do you want to delete the search folders too? : Selects Yes to remove empty search folders from the selected workspace or selects No to keep empty search folders rom the selected workspace.

Note: This option is enabled only on iManage.

Merge

CAM provides an option to merge the folders to the New Template. It allows the user to merge the identical folders in source and destination.

Note: 1. The user cannot merge an identical workspace folder with a template folder.

2. Source Folder's metadata/security will be removed and will apply the target Folder's metadata/security.

No change to Document's metadata/security contains within Source Folder

CAM does allow merging 2 folders with the same name on a workspace however.

Move To

Moves the folder along with the sub-folders from the Current Template to the New Template.

Undo all

Revert the Merge or Move changes.

Click Save to update the changes or click Cancel to close the dialoge.

6. Two options will be displayed at the bottom of the page.

1.Select Optional folders to display on-demand folders.

2. Select Create remaining folders to create all folders from a new template excluding on-demand folders.

3. Select both options to create on-demand folders also.

7. Click Save, it will show a confirmation message to apply the new template to the selected workspace.

8. Click Yes to process the changes.

Info

Tip: Users must have View Reassign Template permission assigned to view this option. Read here for a complete list of available permissions and instructions to allow/deny CAM permissions to user/group.

Note: Default templates are marked with a green checkbox button next to the Template name.

Expand
titleDelete/Remove (Modify) Content

Modify Content

Note

Warning: Data deleted from the external system cannot be recovered. Data must be backed up in Content Mirror to be retrieved.

  • Open any matter on Matters tab

  • Click the Hamburger menu (blue star) button in the far right corner of the workspace row. Click Modify Content

  • Back up the content to Business Continuity (if available) before deletion.

  • The following screen displays:

Field

Description

Delete Option

User can select one of the following option:

  1. Soft Delete

  2. Hard Delete

  3. Archive Team

Soft Delete

  • Allows you to remove all contents only from CAM.

  • Click Soft Delete to delete all the content from the matter and the following pop-up displays:

    • Click Yes to delete and click No to close the pop-up window.

  • Click Cancel to close the dialog.

Hard Delete

  • Allows you to remove all the content from CAM and external systems completely if the checkbox is marked. The deleted contents will not be recoverable.

  • If the checkbox is unmarked, the workspace and its folders will get deleted, while the documents will be moved to a flat space and can be accessed after deletion.

  • Click Hard Delete to delete all the content from the matter and the following pop-up displays:

    • Click Yes to delete and click No to close the pop-up window.

  • Click Cancel to close the dialog.

Note: When the user performs a Hard delete and recreates the same team again, programmatically it updates the same entry on Directory Tab.

Archive Team

Note: The Archive Team option is displayed only when user selects Team.

  • Allows you to Archive the Team in Read-only mode.

  • Click Archive to archive all the content in read-only state from the matter and the following pop-up displays:

    • Click Yes to delete and click No to close the pop-up window.

  • Click Cancel to close the dialog.

  • On deletion, a new job is triggered to update the workspace. You can track the status of the job in the Jobs tab.

Note: Microsoft deletes teams and related content asynchronously. The team may be visible for few minutes even after it has been deleted.

Expand
titleAppend and Replace Template

Append & Replace Template

This feature allows to add folders from another template into existing workspace using CSV upload.

Such workspace now linked to the new template id.

Below table shows new Jobs and modification applied to existing workspace

Job Name

Empty Folder

Required Folder

Search Folder

Folder contains Document

New Template Id /Structure

Replace Template

Delete

Delete

Delete

Remain

Added

Append Template

Delete

Remain

Remain

Remain

Added

Sample CSV

Note: This feature is supported for iManage and NetDocuments systems.

Expand
titleIcons of supported systems in Directory

Supported systems in Directory

button

System

(blue star)

iManage

(blue star)

NetDocuments

(blue star)

Office365

(blue star)

Teams

(blue star)

Channel

(blue star)

OneDrive

(blue star)

HighQ

(blue star)

Kira

  • Select the Add member button on the right side and provide the following information:

  • Do you want to add a user or group?

  • Select a user (or group if you selected group)

  • Project Role: Adds one of the available project roles to the user or group

  • Allow project Access- Yes or No

  • Apply to Systems-

    • Check the apply to all sliders to apply to all systems available.

    • Otherwise, check each system you want to add the user or group to with the role.

Expand
titleCreating a Job using Copy

Copy Job

Similar to Creating a New Job from the ETL Manager, users can add jobs from the object in Matters.

  • Go to the Matters tab in CAM.

  • Find an M365 Teams, Channel, or tab.

  • Click the Action menu from the object and select Copy.

  • Select the object (Matter/client/workspace) to copy or move the team's content to in the DMS. Currently, only objects that match the client/matter shows up. In a future version, all objects will display in the lookup.

Prerequisites: Before synching Team to a Workspace the following settings need to be done -

  1. Workspace should be present for same matter where team is linked

  2. In Content Mover under default setting tab select setting "How to handle Team"

  • From here, users can change the options below:

    • Users can specify the custom name of the folder/Tab in the field “Name of the folder or tab in the DMS“ when synching Team to the workspace

      • Once Job created successfully, the Target Workspace Team should be created as Tab/Folder under the workspace with a specified custom name

      • Channels should be added under the Team as folders, where the conversation folder will create

      • A tooltip will display as: Content from Teams will be mapped according to the Default Configuration assigned.

Info

A warning will display if a user copies an item that has security other than Public to a team/channel/workspace: Note: Any document copied to Teams will be visible to all channel members

  • Default Class - Users can specify a Default class to apply to the moved teams/channels/tabs. It displays a Class metadata description or Class id if the description is not entered.

    • Sync Options - Set up a new job internal in New Interval using the following options:

      • One Time - Allows you to copy the contents only one time from a specified source to destination

      • Schedule - Allow you to set the period in sync interval, select the time measure (minutes, hours, or days), and set the starting period date (today, in the future). Sync interval appears only when you select the option Schedule.

      • Event Based - This allows you to sync the content only when any new content populates.

      • Two-way sync - This allows you to copy the content in two ways, from source to destination and vice versa. When you sync the document and the same document exists in DMS, it will create a new version of the document by appending 1 to the end. There are two use cases when the two-way sync is disabled:

        • Bring as shortcut is selected in the options.

        • There already exists a two-way sync job for the selected workspace.


Note: The Two-way sync option is available for Bring as Documents, it is not available for Bring as shortcut.

Note

Warning: When you have already synced the content between source and target, two way sync will not allow you to use this option with the same source and target.

  • Add any metadata filters.

    • Select whether or not to import the chat files into the teams/channels/tabs when moving.

    • Select whether to map documents as shortcuts.

    • Select to apply the system security either from Source or Target to the moved channel/team/tab. This also applies for public and private items.

On clicking submit, the ETL job will be submitted to the ETL Manager and displays in the ETL Jobs tab.

Note: The user can send the documents/files less than 500 MB from Office 365 to iManage.

Expand
titleSecurity

Security

Security allows security parameters to be applied to an item in Directory and any external system mapped to it.

  1. Open Directory

  2. Browse to an item and click on the name to bring the user into the panel properties.

  3. Click the More Actions menu, and select Security.

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Note

If the user doesn’t have the View Project Team Permission, the Project Team tab will be hidden and only the Explicit Security tab will be shown on the security dialog.

Field

Description

Member

Displays the name of the member

Role

Displays the role assigned to the member

Join Date

Displays the date the member was added to the project team

Is Implicit Membership

  • When a workspace is created via CSV with security, then the value will show is_implicit_membership as true. When this happens, a tooltip will show for the member with the following legend: User was imported into the project team from source system and cannot be deleted.

  • When security is added from UI, then the value will show is_implicit_membership as false.

System

Displays the icon for the associated system.

Allow Access

Displays whether access is allowed for the member or not

Actions

Allows editing the properties of the member

Info

You must have the system mapped in CAM in the Administration-> External Systems panel. Otherwise a warning will appear.

Visit the CSV Parameters page for how to use CSVs to update the Security of a project team.

Explicit Users

Clicking the Explicit Security tab allows you to view a list of members with explicit security and to add members with explicit security to the access control list (ACL) even if they are not a member of the team.

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Select the +Add button on the right side and provide the following information:

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  • Do you want to add a user or group?

  • Select a user (or group if you selected group)

  • Permission: Select either Allow or Deny

  • Security Role: Select the role to be associated with the new user/group

  • Apply to Systems-

    • Turn on the Apply to all toggle to apply to all systems available.

    • Otherwise, check each system you want to add the user or group to with the role.

Tip

Learn how to use a CSV file to update and manage the security and roles for a project team.

Z Groups

Info

Important information on Z groups:

When a user is added in the Project team on a Z group, then the Z group would be also added, so if the user wants to remove that user from the directory tab, the user is removed, but the entire z group will not be removed currently

.

Required Permissions

Permissions

Allows User To

View Matters

View the Directory tab (Hides the Directory tab).

View Matter Details

Disable the link to open the matter.

View Manage Folder Dialog

Edit Workspace Template Folders.

View Reassign Template

View this option in the External System menu options.

Remove Content

Delete the workspace from CAM or CAM and External system both.

View My Projects

View list of projects where user has explicit access (via group membership or as a user on the ACL).

View Reconciliation Report

Enables user to view Jobs tab> reconciliation report after creating workspaces to validate folder structures created as per assigned template

Info

Note: All new permissions are disabled by default and must be enabled to be used. For more information, see Required Permissions.

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