Manage FoldersThe 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 |
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Prerequisite: The CAM Teams app must be installed successfully before opening CAM Web Commands inside a tab within a channel. |
In the Directory tab, click the matter to open the Matter Details page. Click the  button in the far-right corner of the external system. Select Manage. 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. 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. In the folder tree, check one or more folders. For each selected folder that allows a custom name, prefix, and/or suffix: Click the Custom Name, Add Prefix, or Add Suffix link to display a text box. Enter an appropriate name, prefix, or suffix and click Save.
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 |
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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. |
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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 CasesA 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.
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