Content Comparison

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Column Name	Description
Form Name	Enter a name for the form. This name is displayed in the Forms layout tab.
Form Type	Select the form type. Based on the type selected here the form will be available for selection in the Analytics tab when executing a query against Document, Folder, or Workspace.
Where to be displayed?	Select where the form will be displayed. These forms can be displayed on the Matters, Analytics, Generate-Template wizard, Documents or Workspace tab.
Metadata	Click Add New to add metadata. Read here for detailed instructions to add metadata.
Access	Allows you to add users/groups that can access the form created here. Click Add New to add the access details. User/Group - Select if the permission is to be assigned to a user or group. Select a User/Group - Select the user/ group from the drop-down. To select a user, either click the drop-down menu and select from the list or manually enter the name, which will auto-complete if the user is added in the Users & Groups tab. Role - Set permission based on CAM Roles. Common CAM roles are Admin, Editor, and Watcher. Expiration Date - Specify the expiry date of access to the user/ group.
Edit Forms	In the Forms Tab, click the Edit button in the far right column. The following Edit Form window is displayed - Form Name - Display the form name to be updated Entity Type - Select entity type from the list Where to be displayed? - Select the value from the list Displays the list of the layout results Edit - Allows user to update the result value Click Update to save the changes and click Cancel to close the dialog Delete - Allows user to remove the form. 1.Click Delete - The following dialog box displays - Click Yes to remove the form or click No to close the dialog

The following types of forms can be displayed on a per-user basis in the User interface of CAM:

• Document-Analytics.  Configure forms of this type to specify which document updates can be performed from the Documents tab of the Service Desk feature.

• Workspace-Analytics. Configure forms of this type to specify which workspace level updates can be performed from the Workspace tab of the Service Desk feature.

• Document-Search. Configure this search form to find documents on the Documents tab of the Service Desk feature.

• Workspace-Search. Configure this search form to find workspaces on the Workspace tab of the Service Desk feature.

• Matter Profile

• Workspace-Analytics

• Generate-Template.  Configure this form type to specify which metadata will be visible and editable for workspaces listed in the Directory tab.

• Generate-Template. Configure this search form to find and create templates from existing workspaces, then access a configured Generate Template form from the Directory tab or from within Template Editor.

• Edit Name-Profile. Configure forms of this type with the metadata users will be allowed to update on document, folder, and workspace profiles. Users access configured forms from within the CAM Commands feature in iManage.

• Link to Workspace.  Configure this search form to find and link existing workspaces to CAM, then access a configured Link to Workspace form from the Jobs tab.

Out of the box Forms

The following forms will be automatically loaded upon tenant creation.

• Document-Analytics.  Configure forms of this type to specify which document updates can be performed from the Documents tab of the Service Desk feature.

• Workspace-Analytics. Configure forms of this type to specify which workspace level updates can be performed from the Workspace tab of the Service Desk feature.

• Document-Search. Configure this search form to find documents on the Documents tab of the Service Desk feature.

• Workspace-Search. Configure this search form to find workspaces on the Workspace tab of the Service Desk feature.

• Matter Profile

• Workspace-Analytics

• Generate-Template.  Configure this form type to specify which metadata will be visible and editable for workspaces listed in the Directory tab.

• Generate-Template. Configure this search form to find and create templates from existing workspaces, then access a configured Generate Template form from the Directory tab or from within Template Editor.

It is important to review the configuration of out-of-the-box forms. The forms come with preconfigured metadata that must be adjusted for the specific workflow and CAM tenant. For example, in a CAM tenant without the Analytics module, the metadata Lookup Type for Service Desk forms must be set to External to enable search functionality through the API. In CAM tenants with the Analytics module, the metadata Lookup Type for these forms should be Internal.

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