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changes.mady.by.user Bhakti Honmute (Unlicensed)

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Allows users to replace or append template 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

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

...

Info

Important:

  • The Append Template process will delete all the nonrequired and empty folders from the old template, and it will create the folders of the new template.

  • The Replace Template process will replace the template and folder structure of the workspace. This process will delete all the empty folders created from CAM and it will create all the folders from the new template. All folders that include documents will remain same. 

Samples

View file
nameAppendTemplate.csv

View file
nameReplaceTemplate.csv

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