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Metadata should be mapped to the layouts/forms.
Layouts and forms must be configured.
If working with DeskSite/FileSite or Cloud iManage/Private Cloud/Work 10, CAM commandsmust be set up.
The search layout(s) must be set up.
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Layouts and Forms
Layouts are a key component of the Documents and Workspace tabs, as they determine what fields will be available to a user when navigating CAM’s tabs. The look and behavior of a layout will depend on the Form. When a tenant is first created, the following forms will be automatically loaded:
Matter Profile (Under the Directory tab)
Workspace Search
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Warning: Keep in mind that the default layouts/forms for a newly created tenant will not have metadata mapped to them nor users assigned. For a layout to work properly, metadata must be mapped to it and users must be assigned to it. Learn more about customizing layouts, adding forms, and assigning users to them. Learn more about mapping metadata. |
CAM Commands
CAM Commands allow the use of specific functionality of CAM from within DeskSite/FileSite or Cloud iManage/Private Cloud/Work 10.
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Now you can use the commands in the Web Client.
Learn how to configure CAM Commands in more detail.
Configuring the Search Layout
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Searching Workspaces/Folders
Best Practices
Note Service Desk Documents and Workspace searches return a maximum of 5,000 per search. If deciding to do a bulk search/update, you may need to batch out your update to process more than 5,000 records. (This does not apply for CloudiManage).
Lookups in the searches will return a limit of 100 items in the lookup dropdown. If you happen to have more records meeting the criteria in the lookup (e.g. a matter), it is recommended to search directly for that result.
If you plan to process a very large number of records, you may want to utilize a CSV using Data Uploader instead.
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Note: The toggle at the top will let you switch between Workspace searches and Folder searches:
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Note:
The user can sort the search results in numerical order and alphabetical order, and either ascending or descending order across all search result columns.
Available for iManage and NetDocuments.
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Tip: When searching for objects, lookups and grids work with a limit of 100 items when displaying the dropdown list. For additional records, users have to manually search for the record for the dropdown to populate accordingly.
Available for iManage and NetDocuments.
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Tip: CheckedOut=No searches will display all records. |
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Caution: Becuse of the way CAM is currently storing the FileShare database metadata mapping in Database metadata , in database search it is possible to select All in the drop-down but it will provide no results. A permanent fix to is currently in the works and until then, the way set up searches is as suggested: |
Advanced Searching
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Users can use more advanced search capabilities to search the Workspaces tab.
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Tip: When doing API and Database searches of iManage documents in the Documents and Workspace tabs, it is possible to select multiple values for the Clients and Database fields and select All Cabinets, as in the screenshot below. This feature is currently only supported for iManage. |
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Default Security
An icon displays now in the Default Security column for each folder under a workspace. The top level folder will have it’s icon in the expandable header, and each subfolder will be able to be expanded.
The levels are:
Inherit
Public
Private
View
And their icons show respectively in that same order as:
Actions on the Workspace Tab
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Tip: You can show/hide the Profile Update button in the query results menu option by allowing or denying the permission View Bulk Profile Update. Read here for complete list of available permissions and instructions to allow/deny CAM permissions to user/group. |
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Tip: You can show/hide the Delete Empty Folders button in the query results menu option by allowing or denying the permission View Delete Empty Folders . Read here for complete list of available permissions and instructions to allow/deny CAM permissions to user/group. |
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Note: Displays the information to the user on performed actions with impacting folders/workspaces.
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Enter a brief reason to update the security. All the fields are required.
To freeze the ACL, add to the Documents or Workspaces form the “frozen” and “frozenstatus” metadata.
These are true false boolean options.
In the Security Update job, you will have the option now to set as true to freeze the ACL. That means the security for the users and groups will be frozen until unfrozen and no new security changes can be made or users/groups added.
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Warning: When security is updated, we also refile the workspaces. This operation WILL update ALL workspaces in the selected workspaces: 1) If you are adding a user or a group, it will be added to all workspaces. 2) If you are removing a user or a group, it will be removed from all workspaces. 3) If you are changing default security, it will be changed for all workspaces. |
Click the Submit Update button and click Cancel to close the dialogue box.
An Analytics Bulk Job is triggered and the progress can be tracked in the Jobs tab. On job completion, the security for the workspaces is updated.
If the security user doesn’t exist in CAM and the DMS that the security update is processing, the logs will notate this and continue the job as-is without failure.
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Tip: You can show/hide the Security Update button in the query results menu option by enabling or disabling the permission View Bulk Security Update. Read here for a complete list of available permissions and instructions to allow/deny CAM permissions to user/group. |
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