...
| Info |
|---|
To Access the API and Database Search, the user can set the corresponding permissions through the Account Management option. To know more about setting permissions, click here. |
| Table of Contents | ||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
...
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.
...
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)
Document Search
| 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.
...
Now you can use the commands in the Web Client.
Learn how to configure CAM Commands in more detail.
Configuring the Search Layout
...
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.
For Milan clients that moved to CAM, and if you have a filter for searching only for documents in search folders, setup the documents_only metadata flag on the search folder search layout. Ensure this is set to true to filter only documents.
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.
...
| 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. |
...
| Tip |
|---|
Tip: The following operations can also be performed via CSV.
|
Declare
Click Declare Record to lock the document(s). The document can no longer be modified and will open as read-only. This will Check-out the document in iManage. Run a query to first fetch the document(s). In the Declare As Record dialog, all the configured repositories are displayed in the Select System drop-down. Select the system from the drop-down, enter a name for the Job and click Submit. An Bulk Job is triggered and the progress can be tracked in the Jobs tab. On job completion, the document will be marked as a record.
...
| Info |
|---|
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. |
...
| Info |
|---|
Tip: You can show/hide the Delete Shortcuts button in the query results menu option by allowing or denying the permission View Remove Shortcuts. Read here for complete list of available permissions and instructions to allow/deny CAM permissions to user/group. |
...
| 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-Document. Read here for a complete list of available permissions and instructions to allow/deny CAM permissions to user/group. |
...
Install Data Uploader and connect it to the external system you plan to use with remote check-in. Visit how to install.
You must grant the CAM agent user as a local admin on the machine for remote check-in or out to work (as Milan did).
...
Moving Folders/Documents
See the Move tier: Moving Folders/Documents
Viewing Versions of Documents
...
Edit the Layout of the form in the Administration-> Layout panel.
To customize the form, use the show in form option.
To customize the grid, use the show in grid option.
...