Metadata is the information about your document.
The term metadata refers to information about other data, not the content of the data itself, such as the text or image. There are many types of metadata, including Descriptive metadata which is information to describe the resource.
All the documents, folders, and workspaces' metadata associated with the external systems are listed here. You can manually add metadata and assign values to the metadata to be applied to workspaces and template folders.
Best Practice- Don’t use invalid characters in the metadata creation or mapping.
Spaces are now removed from CAM field keys to prevent problems with several source system integrations.
Do not use non-alphanumeric characters in metadata key names or ID’s. The only supported non-alphanumeric character is underscore.
Context
In the Administration tab, select Metadata
Perform a metadata operation (Add/Update/Delete) using CAM provisioning with the bulk of configuration pre-defined in templates and workflows with less system validation.
The metadata pipeline will sync every operation utilizing the following pieces of the metadata functionality:
Metadata Definition Define the Metadata key.
Metadata Mapping Map the metadata value across all external systems and CAM
Metadata Values Define the Metadata values that come with the definition.
Users now will perform metadata operations (Add/Update/Delete) using Metadata
Configure metadata using:
Manage Metadata
Manage Metadata
Helps you to manage all metadata definitions that are created in CAM
Allows you to create, update, delete the metadata definition, and manage the systems (iManage, NetDocuments, M365, CAM, and others) and entities (Workspace, Folder, Documents) where metadata applies.
Internal Metadata Flags/Internal Keys
The following dialog displays Reserved metadata keys, called internal keys, which use the metadata parameters in CSV jobs, Request workflow, Source System integration, and data uploader to determine the workflow of the flag provision. For example, server and repository
The included reserved metadata keys specify the purpose of the metadata respectively. For example, the CreateiManage internal key specifies creating a workspace in the iManage system
Filter Metadata allows searching for a specific reserved metadata key
Click Close to cancel the dialog
Filter
Allows you to filter the specific metadata details and displays the list
Fields | Description |
|---|---|
Text Box | Enter metadata key, description, comment, code field |
Data Type | Select data type from the list |
Select System | Select system from the list |
Select Entity | Select entity from the list Note: Once select system, entity filed will be visible. |
Click Filter to display the specific metadata details list and click X to reset the filter.
Metadata Results
The following is what the search for metadata returns with:
Field | Description |
|---|---|
Display Name (CAM) | Shows the metadata display name list |
Id Field: Description Field | Shows the metadata description list along with Metadata Id |
System | Shows the system list with entities |
Authority | Shows the Authority list |
Metadata Type | Shows the metadata type |
Editable | Click Show Mappings, the following dialog opens: 
Tip: For more information on Create Mapping, refer Manage Mapping section. |
Last Modified On | Shows last updated date and time |
Actions |
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Edit Metadata
Allows you to update the Metadata definition, manage systems, and entities
Click the following button to edit the metadata
The following screen opens:
Metadata Definition
4. You can update the Metadata definition field in the window.
Display Name
ID Name
Description
Comments
Data Type
Authority
Note: The Key Name cannot be modified.
Manage System
You can update the system and respective entities with the database column. For example, you want to map custom12 with a field in CAM.
Click Save to save the updated details and click Close to cancel the dialog
Delete Metadata
Allows you to delete the metadata
Click the Hamburger menu and select Delete, the following screen opens:
3. This allows you to check your metadata dependency before deleting the metadata.
4. Click Check Dependency to view metadata dependency which opens the following screen. Click Cancel to close the dialog.
4. Enter the character “confirm“ , as shown; case sensitive before deleting
5. Click Delete Metadata to delete the metadata and click Cancel to close the dialog
It is also possible to delete Metadata from CAM and a related system by submitting a job through a CSV file that includes the HardDelete parameter.
Sample CSV file | Description |
|---|---|
| Delete a Metadata value from CAM and NetDocuments. |
Important: The HardDelete parameter must be included in the CSV and set to True (1) in order for the job to delete the Metadata from CAM and the underlying DMS. If the HardDelete parameter is not set, the Metadata will only get deleted from CAM. | |
Create/Add Metadata
Allows you to create a new metadata definition along with the associated
Allows you to perform metadata operations (Add/Update/Delete) with a single click.
To configure or to know each Metadata item mapped on which systems (iManage, NetDocuments, M365, and others) and system entities (Workspace, Folder, Documents, Teams, Channel) within the system, use this option.
The following screen describes how to create metadata after clicking Create Metadata.
Fields | Description |
|---|---|
Key Name | Enter the unique Metadata key name. |
Display Name (CAM) | Enter the display name reflected in the column name in the grid on the Cases tab in the CAM app. |
ID Field Name | Enter the valid Metadata id name. |
Description Name | Enter the description about the metadata. It is an optional field. |
Type Field Name | New in 2023, allows to set or import the type name. For example, when using a piece of metadata like Author from NetDocuments, they type would come over from ND. |
Comments | Enter the more information about the metadata. |
Data Type | Select the data type from the list. |
Authority | Select the Authority from the list. |
Warning: The entities must be enabled for assigning the metadata value against each entities.
CAM - This allows you to configure metadata in the CAM system.
Field | Description |
|---|---|
CAM | Check the CAM system to enable the listed entities. |
Project | Select project metadata value from the list. |
Workspace | Select workspace metadata value from the list. |
Folder | Select folder metadata value from the list. |
Document | Select document metadata value from the list. |
Teams | Select teams metadata value from the list. |
Channel | Select channel metadata value from the list. |
Site | Select site metadata value from the list. |
2. iManage - This allows you to configure metadata in the iManage system.
Field | Description |
|---|---|
iManage | Check the iManage system to enable the listed entities. |
Workspace | Select workspace metadata value from the list. |
Folder | Select folder metadata value from the list. |
Document | Select document metadata value from the list. |
3. NetDocuments - This allows you to configure metadata in the NetDocuments system.
Field | Description |
|---|---|
NetDocuments | Check the NetDocuments system to enable the listed entities. |
Workspace | Select workspace metadata value from the list. |
Folder | Select folder metadata value from the list. |
Document | Select document metadata value from the list. |
4. Office365 (M365)- This allows you to configure metadata in the M365 system.
Field | Description |
|---|---|
Office365 | Check the Office365 (M365) system to enable the listed entities. |
Teams | Select teams metadata value from the list. |
Channel | Select channel metadata value from the list. |
Site | Select site metadata value from the list. |
Folder | Select folder metadata value from the list. |
Document | Select document metadata value from the list. |
Metadata Mapping
Allows you to map the created metadata to the respective external system configured in the external system configuration/ source system integration.
For iManage to CAM metadata mapping references, visit iManage to CAM Metadata Mapping or see the PDF in the Litera Customer Center.
The following screen opens:
Search Fields - This allows you to search and filter the specific metadata
Primary Repository Information - To view the Repository, storage, and system URL information against the selected system
Note: Primary repository information is visible for external system except CAM system.
3. Create Mapping - This allows you to create, update metadata mapping
4. Auto Discover - This allows you to map the metadata programmatically to the selected system in the selected database.
Note: Displays only when the repository and database are used for the first time to map the metadata.
Search Fields & Result List
Fields | Description |
|---|---|
System | Select system name from the list. |
Repository | Select repository name from the list |
Database | Select the database from the list |
Filter by Entity Type | Select the entity type from the list |
Search by metadata | Enter the specific metadata |
Metadata (CAM Display Name) | Displays metadata name |
Metadata Key | Displays metadata key |
System Key | Displays system key |
Unique | Display status of metadata |
Lookup | Display status of look up metadata |
Parent Metadata | Display parent metadata if configured |
Metadata Type | Display metadata type E.g. User Defined, Internal |
Last Modified On | Display metadata modified date and time |
Manage Data | Allows you to manage respective metadata values. For more details refer the following Manage data section |
Edit | Allows you to update existing metadata, For more details refer the following Edit data section opens the following screen: 
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Delete Metadata Mapping |
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If duplicate mappings exist, a warning appears saying Duplicate mapping for the given system for the given metadata.
Example 1: Document number
Mapping docnum in iManage to CAM is simple. Docnum is automatically imported from iManage if you autodiscovered it.
Map it to the CAM field document_number.
MetadataType: Number
CAM MetadataType: String
Name: Document_Number
Exclude: true
Example 2 Custom Metadata
If a firm wants to use and map custom25-28 metadata, here’s how to set up these boolean fields:
Map custom 25 with isecho column
Map custom 26 with c26 column
Map custom 27 with n7
Map custom28 with n8
Unsupported Metadata
CAM doesn’t support the checked_out_date or the in_use metadata because the iManage API doesn’t support using them.
Manage Metadata
Allows you to manage respective metadata values, including adding and updating new metadata values.
Parent Metadata Values - Select the parent metadata value from the list
Metadata Key or Description - Enter the metadata key or description
Click Search to display specific metadata values list
Field | Description |
|---|---|
Key | Displays metadata key list |
Description | Displays metadata description list |
Storage | Displays storage list where metadata stores like system\repositories\libraries |
Parent | Displays parent list |
Last Modified On | Display metadata modified date and time |
Action |
 The following screen opens: 
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4. List values from all system/repositories/libraries - Check the checkbox
5. Add - Click Add, the following screen opens:
6. Allows to add new metadata value
Key - Enter the metadata key
Description - Enter the description
Parent value - Select the parent value from the list
7. Click Save to add metadata value and click Close to cancel the dialog
8. Click the following button to refresh the list
Primary repository information
Displays this option only when you select external systems like iManage, NetDocuments, M365.
Click + sign to Expand to view the repository information
3. This includes the following information -
Field | Description |
|---|---|
Repository | Display the repository name. |
Storage | Display the storage name. |
System URL | Display the system URL. |
Last Modified By | Display the user name who modified recently. |
Note: Primary repository information is visible for external system except CAM system.
4. Click the following button to perform search operation
5. Click X to reset the search options fields
Create Mapping
Allows you to map metadata for select systems against selected entities
Click Create Mapping, and the following screen opens:
Fields | Description |
|---|---|
Metadata | Select the metadata from the list. |
Parent Metadata (If Any) | Select the parent metadata from the list. |
System Attribute | Select the system attribute from the list. |
Is Unique? | Select an option |
Is Lookup? | Select an option Note: Lookup Type displays only when ‘Is Lookup’ option set to 'Yes' |
Lookup Type | Select lookup type from the list. Key only allows setting the key. Key and description allows to input a description with the key. Warning: If you select key only, multivalue lookups of metadata in CAM are disabled for it (e.g. in Template Editor). |
3. Click Save to save the metadata mapping and click Close to cancel the dialog
Auto discover
Click the following button to perform the Auto Discover operation -
2. Select the checkbox to view the saved discovered metadata in CAM
3. Click Preview to update and save the metadata mapping and click Close to cancel the dialog
4. After clicking Preview the following dialog opens -
Displays the selected mapping list
5. Click Edit to select the metadata mapping
6. Click Save to save the selected metadata mapping and displays the metadata mapping list
7. Click Close to cancel the dialog
Job Information
Metadata Jobs now will display the metadata information right in the name displayed on the Jobs tab.
This improved naming convention is Job Name: ID value- Name value.