Page Comparison

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 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.

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 .-

Image Added

• 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.

• 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 with no documents: Allows the user to removes empty folders from the selected workspace including search folders if the user selects an option as “Yes“.

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.