Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Create or Update Matter

Columns

Description

Supported Values

ClientId

Enter the client ID

String

MatterId

Enter the matter ID

String

ClientName

Enter the client name

String

MatterName

Enter the matter name

String

RefileDocsAndFolders

Set to update Metadata to Docs and Folder also

Number 1| 0.

1=Update Metadata to Docs and Folders

Create a CSV file using Text Editor

  1. Open any text editor and enter the data, separating each value with a comma and each row with a new line, as shown in the illustration below:

  2. Save the file with extension .csv

...

Create TSV file using Text Editor

  1. Open any text editor and enter the data, separating each value with a tab and each row with a new line, as shown in the illustration below:

  2. Save the file with extension .tsv

...

Create a CSV/TSV file using Excel

  1. Open an Excel sheet and enter the data.

  2. To save the spreadsheet as CSV, select File → Save As and select CSV (Comma delimited) as the type.

  3. To save the spreadsheet as TSV, select File → Save As and select Text (Tab delimited) as the type.

  4. Excel will display a dialog box indicating some Excel features may be lost in the format chosen. Click on Yes to continue to save the file in CSV/TSV format.

...