Page Comparison

iManage commands

See the page: CAM Commands for iManage

Create Workspace

It allows the Request Workflow to appear in Work 10.

1. Apply the AspNetCreateWorkspaceMenuItem.yaml file found in the package.

To configure the yaml:

1. Define one or more objects on which the custom menu item should appear where it says Menu. Supported values are: document, version, category, client, workspace, folder, email, recent-matters, my-matters, myfavorites, recent-clients.

2. Example is: [folder, workspace]

Move Workspaces

This command allows to Move Workspaces from iManage to CAM or another system, or vice versa.

Manage Folders

Same options as the Directory tab -> matter details portion. Refer Refer to Manage Folder.

Refer the following Desksite screenshot shows commands for folder -

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if you want to view the Directory tab.

The Manage Folders option allows you to add optional folders to the selected folder/sub-folder in the matter template, based on the On-demand Folders Creation defined in the applicable folder templates.

1. In the external system after the command is installed, right click on a workspace, or folder.

2. Select Manage Folders.

3. To assign a template, either click the drop-down menu and select it from the list or manually enter the value, which will auto-complete if it is assigned in Administration>Template Editor.

4. To add a custom folder, click the + button to add the custom-named folder to the workspace. Adding or restricting custom folder creation is possible by configuring the Metadata based filter criteria at Administration>Template Editor> Config

6. In the folder tree, check one or more folders.

7. For each selected folder that allows a custom name, prefix, and/or suffix:

   1. Click the Custom Name, Add Prefix, or Add Suffix link to display a text box.

   2. Enter an appropriate name, prefix, or suffix and click Save.

8. Click Update.

A new job is triggered to update the workspace. You can track the status of the job in the Jobs tab.

Custom Folders

Working with custom folders on the manage folder command has recently changed. The Manage Folder command has been redesigned so users are able to specify certain pieces of metadata at the point of the Custom Folder creation. This feature benefits the users so they don't have to go in and retrospectively update these custom folders after the creation process.

1. Configure your template for custom folder(s). Click the + button to add the custom-named folder to the workspace. Adding or restricting custom folder creation is possible by configuring the Metadata based filter criteria at Administration>Template Editor> Config

2. The options for custom folders display as:

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• Setting a prefix or suffix can be done on the global level for the template. The example text for the field will show you how to add dynamic metadata e.g. @client@ - @matter@

• If the folder security needs to be changed, activate the security toggle to enable users to change it.

• If a specific owner of the custom folder needs to be customized, activate the owner toggle to apply the new owner.

3. Open the Manage Folder command from your system (iManage for example). Right-click on a workspace or folder to open this up.

4. Pick the template.

5. Prefix and suffix can be edited in this display here.

6. Under the custom folder option, now the user can edit the settings you configured in Step 2, like owner etc by clicking More Settings.

7. The More Settings button will display only if you have enabled the Permission View-Manage-Folder-Advanced-Settings.

8. Now configure the Owner, Security, and any metadata to attach to the custom folder.

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Use Cases

• A workspace is linked to CAM using the Link workspace job.

• It shows up properly in the Directory tab and stores folder structure as expected when clicking on Manage Folder.

• Create a new second-level folder using the native iManage option in Work Web – please note that in this scenario, does not have CAM right-click menu enabled nor configured.

• When going back to the CAM directory tab, the newly created folder showed up in the Manage Folder dialog without the workspace being relinked.

• Then use the native iManage delete option to delete the created folder. The CAM directory synced without relinking, showing the updated structure without the folder again.

• The workspace structure was stored in iManage, and received by CAM.

Delete Folder

It allows to delete not required and empty folder, empty subfolders within.

Edit name and Profile

It allows editing the Workspace name, Folder name, or Profile from the iManage system.

You need to set criteria - on Metadata - in CAM:

• in the External System Configuration, add Workspace Edit Name Rule to edit the workspace name.

• in the Template Editor, set the Prefix/Suffix option on the folders to edit the folder name.

• in the Layout, add form Edit Name - Profile and add Metadata to edit the Profile.

Share Command

This command allows a user & group to share a document or folder with other users & group.

To enable:

1. User & group have an access (Read/Write or Above) to the workspace

2. In addition user & group should have a CAM permission 'View Share Document Or Workspace'.

3. To view group member details (Userid, full name, email) click on group

This command opens a dialog with two tabs.

• Share Document/Folder/Workspace - Displays selected document/folder/workspace. The following dialog opens -

1. Select Type User/Group

2. Select Users/Groups from lookup to share the selected items.

3. Select Role type from the role dropdown list.

4. Specify

Reason

Click Save to share item and click Cancel to close the dialog.

View Existing Security - Displays security details of selected document/folder/workspace Users/Groups List and Access Levels

Copy To Teams

It allows sending documents, folders or the entire workspace to teams and documents.

For more information Click Here

My Copy Job

Display the status of the last job submitted.

For more information Click Here

Manage Security

This command allows adding Updating the security of a project team.

For more information Click Here