Versions Compared

Version Old Version 39 New Version 40
Changes made by

René Ponce Carrillo (Deactivated)

René Ponce Carrillo (Deactivated)

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Info

Important: To access CAM command options, you must first enable the relevant CAM command permissions.

Note: Enable third-party cookies and to allow pop-up ups in the browser setting settings to work with CAM commands smoothly.

...

Command

Description

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 -

Note: Jobs will be listed at CAM-Jobs tab only if more than 5 folders are added at iManage.

Delete Folder

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

Edit name and Profile

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

You need to set criteria - on Metadata - in 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 Metadata to edit the Profile.

Note: Refresh the iManage page when you perform the edit to see that updated profile and name.

For each edit request from iManage, a Job will be listed in the Jobs tab.

Share Command

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

To enable:

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

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

  3. 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 -

  1. Select Type User/Group

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

Note: If the User & group is denied to access a selected item, will not be listed in the lookup.

Private Documents are allowed to share by validating inclusion or exclusion policies.

  1. Select Role type from the role dropdown list.

  2. Specify

Reason

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

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

Note:

  • These Users/Groups will not be listed in the User/Group lookup.

  • If the document or folder or workspace is shared, the user is added to the dynamic group of the matter and the ACL list of the folder, sub-folders, and all documents within.

Copy To Teams

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

Note

Send to Teams is only available for Work 10 systems.

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

Required Permissions

Permissions

Allows User To

View Edit Name And Profile

Can view Edit name And Profile button

View Share Document Or Workspace

Can view Share Item button