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Bhakti Honmute (Unlicensed)

Eric Schullek

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This allows users to refile documents and folders through a CSV file.

📌 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

    • Value= 1 if you want to set no template. 0 if you want a template set

    Columns

    Description

    Supported Values

    ClientId

    Enter the client ID. Required parameter.

    String

    MatterId

    Enter the matter ID. Required parameter.

    String

    ClientName

    Enter the client name. Required parameter.

    String

    MatterName

    Enter the matter name. Required parameter.

    String

    RefileDocsAndFolders

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

    Number 1| 0.

    1=Update Metadata to Docs and Folders

    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.

    ...

    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

    Sample CSVs

    File

    Description

    View file
    nameimanageRefile.csv

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

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