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Bhakti Honmute (Unlicensed)

Bhakti Honmute (Unlicensed)

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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 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.