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titleSupported CSV Parameters for NetDocuments

Metadata Field

When

Required

Supported

Values

Description

Example

Job

Optional

createormodifyworkspace

Denotes the job type

 

Unique Metadata Fields

Mandatory

String/Integer

The fields within CAM that are set as unique

Best practice: Set the unique metadata field to a field that is unlikely to change during the life of the matter/project (eg SystemId).

 

Other metadata fields such as Client and Matter can be set as unique within CAM, but if these values are changed at a later point, a new workspace may be created (see the opening notes for further details on the Create Workspace process)

Other Metadata Fields

Recommended

Dependent on Metadata Field

These are the metadata values you want to apply to the Workspace and folders

To download sample, sample create workspace in NetDocuments.csv, click Here

Systems

Mandatory

netdocuments

Denotes the system you wish to create a Workspace in

This replaces the ‘CreateInNetDocuments’ column, although this is still supported. If you use this column instead, the supported values are 1 (true) or 0 (false)

Repository

Optional

String

Info

Although this parameter is required for workspace provisioning, it is not mandatory to include it in the script.

If not included, CAM will use the default repository set within External System Configuration

 

CabinetName

Optional

String

Info

Although this parameter is required for workspace provisioning, it is not mandatory to include it in the script.

If not included, CAM will use the default Cabinet set within External System Configuration

 

Cabinet

Optional

String

Cabinet ID

 

If not included, CAM will use the default cabinet set within External System Configuration

 

Template

Recommended

CAM Template Name

If not included, CAM will use the default Template set within External System Configuration

 

NoTemplate

Optional

1 (true) or 0 (false)

Only use this field if you want to create a Workspace without a template

 

Security

Optional

String – see example

The format for the security column:

[useremail]  |  {allow or deny=true or false]  #  [expiration date]  *  [role]  $  [isGroup=true or false]

 

Please see the How To video for more details.

The Token user must be listed as an Admin in the Security string.

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

 

If multiple entries are included in this column, separate each entry by a comma and save the file as tab delimited. CAM will recognize a tab-delimited file when uploading as a CSV file in the Jobs tab.

 

WorkspaceName

Optional

String

If not included, CAM will use the default Workspace Name set within External System Configuration

 

Queue

Optional

1

Include this column if you use the same CSV/script again with no changes to the values

 

Create CSV Parameters

Metadata Field

When

Required

Supported

Values

job

Required

createormodifyfolder

uniquesystemworkspacecolumns

Required

ClientId=Corporate1&MatterId=Corp

foldername

Required

Pleadings

type

Required

folder

createiniManage

Required

1

foldermetadata

Optional

Description=Pleadings&Authorid=Harryb

parentfolderpath

Optional

Correspondence/Discovery

template

Required

LitigationFolders

Sample CSVs

File

Description

View file
namecreateafolderviacsv folder(1).csv

Creating a Folder

View file
nameCreateFolderandMetadataImanage.csv

Creating a folder in iManage with a large variety of metadata.

View file
nameCreateWrkCabinet.csv

Creating a workspace in NetDocuments with Cabinet.

View file
namedeclare as record-ND.csv

Applying Declareasrecord to document in Netdocuments.

View file
namedeclare as record-imanage.csv

Applying Declareasrecord to document in iManage.

View file
nameUndeclare-ND.csv

Applying Undeclare to document in Netdocuments.

Note

Important for NetDocuments users: In NetDocuments, there is not an option to unlock a document version that has been locked using the lock version option. As such, there is no option to undeclare the locked version of a document, meaning once it is locked, it will always be locked.

View file
nameundeclare-imanage.csv

Applying Undeclare to document in iManage.

View file
nameCreateWorkspacewAddFoldersEnable.csv

Using AddFolders=1 to enable adding missing folders during Creation

View file
nameCreateWorkspacewAddFoldersDisable.csv

Using AddFolders=0 to disable adding missing folders during Creation

View file
nameMoveDocumentorFolder.csv

Move or Copy a document job

View file
nameMoveWorkspaces.csv

Move a workspace job

View file
nameMoveFolder2.csv

Move or copy a folder job

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