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changes.mady.by.user Eric Schullek

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changes.mady.by.user Justin Lauren

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  1. Click the Manage CSV Templates button in the Work Explorer in iManage or NetDocuments.

  2. This opens up the Manager window.

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Navigation

  • Menu bar: Actions the user can take on a template or setup a new template.

  • Templates: The list ordered alphabetically of the templates created.

  • Preview: The fields and ordering of the template display here.

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