Page Comparison

Matter Team & Security

You can add users and groups specifically for the selected matter. When a user is added to the matter team, CAM grants the user/group access to the workspace. You can also remove a user's access to specific matters by denying permission to access the matter.

1. In the Matter Team and Security window, click the Add Member/Group button.

2. In the Add Member/Group window, type information in the provided fields, based on the table below, then click Save

Note: Z Groups cannot be removed from here.

Manage Folders

The Manage Folders option in the external system allows you to add optional folders to the selected folder/sub-folder in the matter template, based on the On-demand Folders Creation defined in the applicable folder templates.

1. In the Directory tab, click the matter to open the Matter Details page.

2. Click the  button in the far-right corner of the external system.

3. Select Manage.

4. To assign a template, either click the drop-down menu and select it from the list or manually enter the value, which will auto-complete if it is assigned in Administration>Template Editor.

5. To add a custom folder, click the + button to add the custom-named folder to the workspace. Adding or restricting custom folder creation is possible by configuring the Metadata based filter criteria at Administration>Template Editor> Config

6. In the folder tree, check one or more folders.

7. For each selected folder that allows a custom name, prefix, and/or suffix:

   1. Click the Custom Name, Add Prefix, or Add Suffix link to display a text box.

   2. Enter an appropriate name, prefix, or suffix and click Save.

8. Click Update.

A new job is triggered to update the workspace. You can track the status of the job in the Jobs tab.

Note: All new permissions are disabled by default and must be enabled to be used. For more information, see Required Permissions.