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

  2. Click (blue star) the icon in the far right corner of the external system. Select the Reassign Template.

  3. 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.

4. To reassign a template,

  • Click the Select Template

  • Select 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.

5. From the current template, select an option.

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

Note: 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

  • 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.

  • Delete empty folders: Removes empty folders from the selected workspace.

6. Two options will be displayed at the bottom of the page.

1.Select Optional folders to display on-demand folders.

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

3. Select both options to create on-demand folders also.

7. Click Save, it will show a confirmation message to apply the new template to the selected workspace.

8. Click Yes to process the changes.

Info

Tip: Users must have View Reassign Template permission assigned to view this option. Read here for a complete list of available permissions and instructions to allow/deny CAM permissions to user/group.

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

Expand
titleDelete/Remove (Modify) Content
Note

Warning: Data deleted from the external system cannot be recovered. Data must be backed up in Content Mirror to be retrieved.

  1. Open any matter on Matters tab

  2. Click the hamburger menu (blue star) icon in the far right corner of the workspace row. Click Remove Content

  3. Back up the content to Business Continuity (if available) before deletion.

  4. If the Hard delete button is selected, a checkbox will pop up to ask whether the user wants to delete the content or not.

Note: When the user performs a hard delete and recreates the same team again, programmatically it updates the same entry on Directory Tab.

5. If the checkbox is marked, the workspace will be deleted completely after clicking the Remove button.

6. If the checkbox is unmarked, the workspace and its folders will get deleted, while the documents will be moved to a 'flat-space' and can be accessed after deletion.

7. Click Remove to perform the selected deletion.

8. On deletion, a new job is triggered to update the workspace. You can track the status of the job in the Jobs tab.

Note: Microsoft deletes teams and related content asynchronously. The team may be visible for few minutes even after it has been deleted.

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