Replace or Append Template
Columns | Description | Supported Values |
|---|---|---|
Unique Metadata Ids | Set the Unique Ids. Add separate column for each id | String - E.g. ClientId, MatterId |
systems | The external system | Enum. E.g. imanage, netdocuments |
Template | Name of the template to add structure into existing workspace | String - Template Id |
Job | Set the Job name | String - To Replace : Replace Template To Append : Append Template |
Create a CSV file using Text Editor
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:
Save the file with extension .csv
...
Create TSV file using Text Editor
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:
Save the file with extension .tsv
...
Create a CSV/TSV file using Excel
Open an Excel sheet and enter the data.
To save the spreadsheet as CSV, select File → Save As and select CSV (Comma delimited) as the type.
To save the spreadsheet as TSV, select File → Save As and select Text (Tab delimited) as the type.
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.
...