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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

...

  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.

...

(blue star) 📌 Tip: A text editor like Notepad can suffice for creating and editing simple CSV files. However, if you are working with large data, using an application like Excel is preferable.

(blue star) 📗 Note: If you plan to set workspaces with no templates in the Workspace Wizard or CSV Import, you will need to setup a metadata field for NoTemplate in CAM.

This format would be:

  • Metadata name= NoTemplate

  • Type= boolean

  • Value= 1 if you want to set no template. 0 if you want a template set.

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