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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 |
RefileFolders | Refiles just the folder with a metadata update | Number 1| 0. 1=Update Metadata to Folders |
Sample CSVs
File | Description | ||||
|---|---|---|---|---|---|
| My Favorites creation | ||||
| Refiling Documents and Folders, Copying security, and creating in iManage |
Create a CSV file using Text Editor
Open any text editor and enter the data, separating each value with a comma and each row with a new line, as shown in the illustration below:
Save the file with extension .csv
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Create TSV file using Text Editor
Open any text editor and enter the data, separating each value with a tab and each row with a new line, as shown in the illustration below:
Save the file with extension .tsv
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Create a CSV/TSV file using Excel
Open an Excel sheet and enter the data.
To save the spreadsheet as CSV, select File → Save As and select CSV (Comma delimited) as the type.
To save the spreadsheet as TSV, select File → Save As and select Text (Tab delimited) as the type.
Excel will display a dialog box indicating some Excel features may be lost in the format chosen. Click on Yes to continue to save the file in CSV/TSV format.
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| Info |
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Tip: A text editor like Notepad can suffice for creating and editing simple CSV files. However, if you are working with large data, using an application like Excel is preferable. |
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