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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

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

name	AppendTemplate.csv

View file

name	ReplaceTemplate.csv

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