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titleCreating a Job using Move or Copy

Similar to the 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 a Office 365 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 teams content to in the DMS. Currently, only objects that match the client/matter show up. In a future version, all objects will display in the lookup.

  • From here, users can change the options below:

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

    • Set up a new job internal in New Interval. Set the period in Every, select the time measure (minutes, hours or days), and set the starting period date (today, in the future).

    • 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.

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

Note: User can send the documents from iManage to Office 365 max file size should be 1GB, same from Office 365 to iManage the max file size should be 500MB.

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