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Allows This allows users to create or update a matter refile documents and folders through a CSV file.

Columns

Description

Supported Values

ClientId

Enter the client ID. Required paramter.

String

MatterId

Enter the matter ID. Required paramter.

String

ClientName

Enter the client name. Required paramter.

String

MatterName

Enter the matter name. Required paramter.

String

RefileDocsAndFolders

Set to update Metadata to Docs and Folder also. Required paramter.

Number 1| 0.

1=Update Metadata to Docs and Folders

RefileFolders

Refiles just the folder with a metadata update. Required paramter.

Number 1| 0.

1=Update Metadata to Folders

CreateInImanage

Updates the workspace in iManage

Number 1| 0.

1= Update in imanage

Note: This is a required parameter if working with iManage.

CreateInNetDocs

Updates the workspace in iManage

Number 1| 0.

1= Update in imanage

Note: This is a required parameter if working with NetDocuments.

Workspacename

Enter the name of the workspace. Required parameter.

String

Security

This column assigns user/group access level.

 E.g. bob.bradely@demofirm.com|true#23/12/2019*Admin$false

Info

Note: Dates are based on your system setting found here: Admin->Settings.

 

 Group: Partners|true#11/3/2021*Editor$true

String.

The format for the security column:

[useremail]  |  {allow or deny=true or false]  #  [expiration date]  *  [role]  $  [isGroup=true or false]

 

CAM also supports the following parameter setting for the matter/user/group security:

@MatterTeam@/@userid@/@groupid@

  •  If multiple entries are included in this column, separate each entry by a comma and save the file as tab delimited. CAM will recognise a tab-delimited file when uploading as a CSV file in the Jobs tab.

Template

Enter the name of the template to be used. Optional parameter.

String

Server

Enter the server name. Required when working with iManage.

String

copysecurity

Updates the security. Optional parameter

Number 1| 0.

1= Copy the security

...

File

Description

View file
nameimanageRefile.csv

Update a matter in iManage with Refiling Documents and Folders and copying security.

Create a CSV file using Text Editor

  1. 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:

  2. Save the file with extension .csv

...

Create TSV file using Text Editor

  1. 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:

  2. Save the file with extension .tsv

...

Create a CSV/TSV file using Excel

  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.

...

Info

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.

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

...

Learn how to create your own CSV/TSV files with a Text Editor or Excel.