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Bhakti Honmute (Unlicensed)

Bhakti Honmute (Unlicensed)

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titleIcons of supported systems in Directory

Icon

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

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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.

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

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