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Attorney Pairing

Columns

Description

Supported Values

Job

Job name

String

managepairing

AttorneyId

User Id to assign as Attorney

String

SecretaryId

User Id to assign as Secretary

String

Active

Enable the pairing

Integer

1 = Active Or 0=Inactive

System

 

String

Set default : imanagespm

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.