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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 |
createinimanage | Updates the workspace in iManage | Number 1| 0. 1= Update in imanage |
Workspace | Enter the name of the workspace | String |
Template | Enter the name of the template to be used | String |
copysecurity | Updates the security | Number 1| 0. 1= Copy the security |
Sample CSVs
File | Description | ||||
---|---|---|---|---|---|
| Create a workspace in iManage | ||||
| Update a matter in iManage with Refiling Documents and Folders and copying security. |
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