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titleMatter Team and Security

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.

Field

Description

Security Enabled

Select the radio button to assign the matter security to a User or a Group. This is a required selection.

Select a User/ Group

Select the user/group from the drop-down. To assign a user/group, either click the drop-down menu and select from the list or manually enter the value, which will auto-complete if the user is assigned in Administration>Users and Groups .This is a required selection.

Permission

Select the option to Allow or Deny the permission. This is a required selection.

Role

Select the role to be assigned to the user/group from the drop-down. This is a required field.

Expiration Date

The date on which the user/group will be automatically removed from the matter team. This is a required field.

Selected Systems

This displays the selected system for the matter and is checked by default

Expand
titleManage Folders

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.

Note: Manage Folder option is available in Office 365 for CAM Teams only.

Info

Prerequisite: CAM Teams app must be installed successfully before opening CAM Web Commands inside a tab within a channel.

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

  2. Click the (blue star) 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

Note: + at Team level will create channel under Team.

+ sign at Channel level will create the folder inside File tab of Channel.

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

  2. 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.

  3. Click Update.

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

Note: A Checkbox is displayed in front of On-demand and Custom folders to differentiate from existing folders in the workspace, and shows existing folders with blue text to rename it.

Note: The replacement of placeholders for the template metadata only happens at the workspace level and not at the folder level to avoid inaccurate results when a user opens Manage Folder from the folder level.

Info

Template results are limited to the first top 50 templates based on the filter criteria in Template Editor of Commands that pull templates. Narrow down your search or limit the template number you are returning.

Info

Tip: Users must have View Manage Folder Dialog permission assigned to edit the workspace template folders. Read here for a complete list of available permissions and instructions to allow/deny CAM permissions to user/group.

Use Cases

  • A workspace is linked to CAM using the Link workspace job.

  • It shows up properly in the Directory tab and stores folder structure as expected when clicking on Manage Folder.

  • Create a new second-level folder using the native iManage option in Work Web – please note that in this scenario, does not have CAM right-click menu enabled nor configured.

  • When going back to the CAM directory tab, the newly created folder showed up in the Manage Folder dialog without the workspace being relinked.

  • Then use the native iManage delete option to delete the created folder. The CAM directory synced without relinking, showing the updated structure without the folder again.

  • The workspace structure was stored in iManage, and received by CAM.

Expand
titleReassign Template

Reassign Template

The Reassign Template option allows you to reassign and apply a new template to the selected folders/sub-folder in the matter template.

  1. Click on the Directory tab.

  2. Click the matter to open the Matter Details page.

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

  4. Select Reassign Template.

In the Reassign Template dialog, the Current Template is displayed on the left-hand side of the dialog. The option to select the new template is displayed in the right-hand side panel.

Note: On-Demand folders will not be displayed on the workspace structure displayed on the left-hand side of the page unless it's created on a workspace.

  1. Click on Select Template.

  2. Select a template from the list or manually enter the value, which will auto-complete if it is assigned in Administration>Template Editor

The selected template layout is displayed and the template name is auto-populated in the template name field.

  1. From the current template, select an option -

Fields

Description

Delete folders with no documents

Allows the user to removes empty folders from the selected workspace.

a. Do you want to delete the search folders too? : Selects Yes to remove empty search folders from the selected workspace or selects No to keep empty search folders rom the selected workspace.

Note: This option is enabled only on iManage.

Merge

CAM provides an option to merge the folders to the New Template. It allows the user to merge the identical folders in source and destination.

Note: 1. The user cannot merge an identical workspace folder with a template folder.

2. Source Folder's metadata/security will be removed and will apply the target Folder's metadata/security.

No change to Document's metadata/security contains within Source Folder

CAM does allow merging 2 folders with the same name on a workspace however.

Move To

Moves the folder along with the sub-folders from the Current Template to the New Template.

Undo all

Revert the Merge or Move changes.

  1. Click Save to update the changes or click Cancel to close the dialogue.

Two options will be displayed at the bottom of the page:

  • Select Optional folders to display on-demand folders.

  • Select Create remaining folders to create all folders from a new template excluding on-demand folders.

Tip

Tip: Select both options to create on-demand folders also.

  1. Click Save. CAM will show a confirmation message to apply the new template to the selected workspace.

  2. Click Yes to process the changes.

Note: Users must have View Reassign Template permission assigned to view this option.

Note: Default templates are marked with a green checkbox button next to the Template name.

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Info

Note: All new permissions are disabled by default and must be enabled to be used. For more

information, see Required Permissions.