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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

View file
nameCreate Workspace.csv

Create a workspace in iManage

View file
nameimanageRefile.csv

Update a matter in iManage with Refiling Documents and Folders and copying security.

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