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Allows users to replace or append templates through a CSV file.
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 |
| Info |
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Important: |
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Create a CSV file using Text Editor
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:
Save the file with extension .csv
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Create TSV file using Text Editor
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:
Save the file with extension .tsv
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Create a CSV/TSV file using Excel
Open an Excel sheet and enter the data.
To save the spreadsheet as CSV, select File → Save As and select CSV (Comma delimited) as the type.
To save the spreadsheet as TSV, select File → Save As and select Text (Tab delimited) as the type.
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.
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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:
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Metadata name= NoTemplate
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Type= boolean
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Samples
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Learn how to create CSV/TSV files with a Text Editor or Excel.