Allows users to create or update a matter through a CSV file.
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 |
...
File | Description | ||||
|---|---|---|---|---|---|
| Create a workspace in iManage | ||||
| Update a matter in iManage with Refiling Documents and Folders, Copying security, and creating in iManage. |
Create a CSV file using Text Editor
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