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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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  • Metadata should first be created.

  • Once metadata has been created, it should be mapped.

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:

Note

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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Note

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:
Workaround: Choose the system and server and then the Database lookup will be populated based on the values you've chosen. Once the fix has been deployed the server and repository values will be mandatory and this issue will be fixed permanently.

Advanced Searching

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Users can use more advanced search capabilities to search the Workspaces tab.

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Tip

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:

  1. Inherit

  2. Public

  3. Private

  4. View

And their icons show respectively in that same order as:

Image Added

Actions on the Workspace Tab

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Tip

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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Info

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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Info

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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