Page Comparison

View Matters (Directory) Tab

Enables the user to view all matters in the Directory tab.

C1, C3-C5/ Provision or higher

View Matter

Enables the user to view a matter on Directory Tab.

C1, C3-C5/ Provision or higher

Edit Matter

Enables the user to edit or modify the matter by showing the action menus.

C1, C3-C5/ Provision or higher

View Matter Metadata

Enables the user to view matter metadata.

C1, C3-C5/ Provision or higher

View Matter Security

Enables the user to view the matter security edit option in Directory tab.

C1, C3-C5/ Provision or higher

View Matter System Details

Enables the user to view the matter workspace details.

C1, C3-C5/ Provision or higher

View Matter Details

Enables the user to view matter details in the Directory tab.

C1, C3-C5/ Provision or higher

View Manage Folder Dialog

Enables the user to edit the workspace template folder structure in the Directory tab from Manage.

C1, C3-C5/ Provision or higher

Edit Matter System Details

Enables the user to edit the matter system details.

C1, C3-C5/ Provision or higher

Edit Matter Metadata

Enables the user to edit matter metadata in Directory tab.

C1, C3-C5/ Provision or higher

Edit Matter Security

Enables the user to view the matter security details in Directory tab.

C1, C3-C5/ Provision or higher

Reassign Template

Enables the user to view this option in the Directory tab>External System menu options.

C1, C3-C5/ Provision or higher

Generate Template

Enables the user to generate a new template from existing workspace similar to Administration>Template Editor.

C1, C3-C5/ Provision or higher

Add New System

Allows the user to add a new system to sync with, as in External System Configuration>Settings.

C1, C3-C5/ Provision or higher

Remove Content

Enables the user to delete the workspace from CAM or both from CAM and External system. Or change other content.

Matter details > Modify Content

C1, C3-C5/ Provision or higher

View My Projects

Enables the user to view a list of projects where the user has explicit access (via group membership or as a user on the ACL) in the Directory tab.

C1, C3-C5/ Provision or higher

View Reconciliation Report

Enables the user to the view reconciliation report in the Jobs tab after creating workspaces to validate folder structures created as per assigned template.

C1, C3-C5/ Provision or higher

View profile

Enables the user to view the profile of a matter in the Directory tab

C1, C3-C5/ Provision or higher

View unlock

Gives the ability to unlock documents/workspaces/folders.

Restore recycle bin documents

Allows the restoration of recycle bin documents (with approval)

View recycle bin documents

Allows to view the documents inside the recycle bin.

Export to CSV

Enables exporting the search result of documents, workspace, and Analytics query.

View document version

Allows to view the versions of documents.

View Document History

Enables the user to view the document history.

Workspace Search (API Based)

Enables the user to search workspaces using API search.

Workspace Search (Database Based)

Enables the user to search workspaces using database search.

View profile

Enables the user to view the profile of documents/workspaces/folders/directory.

View remote checkin

Allows to remotely checkin and unlock documents.

View bulk profile update

Allows to make a bulk profile update job.

View bulk security update

Allows to do a bulk security update on many records.

View security

Enables the user to view the security of an object.

View undeclare

Allows to view the Undeclare option in service desk.

View-Remove-Empty_Workspaces

Allows to view the CAM command of remove empty workspaces

View-Undeclare

Allows to view the CAM command of undeclare document