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titleDelete Metadata

Delete Metadata

  1. Allows you to delete the metadata

  2. Click the Hamburger menu and select Delete, the following screen opens:

3. This allows you to check your metadata dependency before deleting the metadata.

4. Click Check Dependency to view metadata dependency which opens the following screen. Click Cancel to close the dialog.

4. Enter the character “confirm“ , as shown; case sensitive before deleting

5. Click Delete Metadata to delete the metadata and click Cancel to close the dialog

It is also possible to delete Metadata from CAM and a related system by submitting a job through a CSV file that includes the HardDelete parameter.

Sample CSV file

Description

View file
nameDelete Metadata from NetDocuments.xlsx

Delete a Metadata value from CAM and NetDocuments.

View file
nameDeleteMetadataiManage.csv

Delete metadata from an iManage matter/client.

Note

Important: The HardDelete parameter must be included in the CSV and set to True (1) in order for the job to delete the Metadata from CAM and the underlying DMS. If the HardDelete parameter is not set, the Metadata will only get deleted from CAM.

Additionally, if the metadata has child metadata values assigned we won't be deleting it.

Create/Add Metadata

  • Allows you to create a new metadata definition along with the associated

  • Allows you to perform metadata operations (Add/Update/Delete) with a single click.

  • To configure or to know each Metadata item mapped on which systems (iManage, NetDocuments, M365, and others) and system entities (Workspace, Folder, Documents, Teams, Channel) within the system, use this option.

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