Allows This allows users to create or update a matter refile documents and folders through a CSV file.
Columns | Description | Supported Values | ||
---|---|---|---|---|
ClientId | Enter the client ID. Required paramter. | String | ||
MatterId | Enter the matter ID. Required paramter. | String | ||
ClientName | Enter the client name. Required paramter. | String | ||
MatterName | Enter the matter name. Required paramter. | String | ||
RefileDocsAndFolders | Set to update Metadata to Docs and Folder also. Required paramter. | Number 1| 0. 1=Update Metadata to Docs and Folders | ||
RefileFolders | Refiles just the folder with a metadata update. Required paramter. | Number 1| 0. 1=Update Metadata to Folders | ||
CreateInImanage | Updates the workspace in iManage | Number 1| 0. 1= Update in imanage Note: This is a required parameter if working with iManage. | ||
CreateInNetDocs | Updates the workspace in iManage | Number 1| 0. 1= Update in imanage Note: This is a required parameter if working with NetDocuments. | ||
Workspacename | Enter the name of the workspace. Required parameter. | String | ||
Security | This column assigns user/group access level. E.g. bob.bradely@demofirm.com|true#23/12/2019*Admin$false
Group: Partners|true#11/3/2021*Editor$true | String. The format for the security column: [useremail] | {allow or deny=true or false] # [expiration date] * [role] $ [isGroup=true or false]
CAM also supports the following parameter setting for the matter/user/group security: @MatterTeam@/@userid@/@groupid@
| ||
Template | Enter the name of the template to be used. Optional parameter. | String | ||
Server | Enter the server name. Required when working with iManage. | String | ||
copysecurity | Updates the security. Optional parameter | Number 1| 0. 1= Copy the security |
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