Page Comparison

Create Workspace

It allows the Request Workflow to appear in Work 10.

1. Apply the AspNetCreateWorkspaceMenuItem.yaml file found in the package.

To configure the yaml:

1. Define one or more objects on which the custom menu item should appear where it says Menu. Supported values are: document, version, category, client, workspace, folder, email, recent-matters, my-matters, myfavorites, recent-clients.

2. Example is: [folder, workspace]

Move Workspaces

This command allows to Move Workspaces from iManage to CAM or another system, or vice versa.

Manage Folders

Same as Directory tab - matter details. Refer Manage Folder.

Refer the following Desksite screenshot shows commands for folder -

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Delete Folder

It allows to delete not required and empty folder, empty subfolders within.

Edit name and Profile

It allows editing Workspace name, Folder name, or Profile from iManage system.

You need to set criteria - on Metadata - in the CAM –

• in the External System Configuration, add Workspace Edit Name Rule to edit the workspace name.

• in the Template Editor, set the Prefix/Suffix option on the folders to edit the folder name.

• in the Layout, add form Edit Name - Profile and add Metadatas to edit the Profile.

Share Command

This command allows a user & group to share a document or folder with other users & group. If it enables -

• User & group have an access (Read/Write or Above) to the workspace

• In addition user & group should have a CAM permission 'View Share Document Or Workspace'.

• To view group member details (Userid, full name, email) click on group

• This command opens a dialog with two tabs.

  Share Document/Folder/Workspace - Displays selected document/folder/workspace. The following dialog opens -

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1. Select Type User/Group

2. Select Users/Groups from lookup to share the selected items.

3. Select Role type from the role dropdown list.

4. Specify Reason

5. Click Save to share item and click Cancel to close the dialog.

6. View Existing Security - Displays security details of selected document/folder/workspace Users/Groups List and Access Levels

Copy To Teams

It allows sending documents, folders or the entire workspace to teams and documents.

For more information Click Here

My Copy Job

Display the status of the last job submitted.

For more information Click Here

Manage Security

This command allows adding Updating the security of a project team.

For more information Click Here

Command

Registry Locale

Create Folder Docstree.IAdminSite.Commands.CreateFolderCmd

Create Folder Docstree.IAdminSite.Commands.CreateFolderCmd

Manage Folders Docstree.IAdminSite.Commands.ManageFoldersCmd

Manage Folders Docstree.IAdminSite.Commands.ManageFoldersCmd

View Matter Team

Docstree.IAdminSite.Commands.MatterTeamCmd

Work On-prem commands

Interwoven.iAdminSite.Commands

View Edit Name And Profile

Can view Edit name And Profile button

View Share Document Or Workspace

Can view Share Item button