Directory
The Directory tab lists all the matters/directories created in the configured external systems from the uploaded jobs. The columns displayed on the page can be configured in Layout>Grids. The following columns are displayed by default.
Column Name | Description |
|---|---|
Matter | Displays the matter name. If the Matter Name is empty, the matterId shows. Click the matter name to view the details of the workspace(s) created for the matter in the External Systems. Click here for more details to edit the matter metadata, security, and manage workspace. Note: To display the matter name here, the Format column in the Layout>Grid page must be configured for Matter metadata. |
Client | Displays the clients name. If the client name is empty, the clientid shows. Click the client name to view the details of the workspace(s) created in the External Systems. Click here for more details to manage the workspace. Note: To display the client name here, the Format column in the Layout>Grid page must be configured for Client metadata. |
Created Date | Displays the date the workspace was created. |
Note: Users must have View Matter Details permission to access the matter details. This permission disables the link to open the matter.
Click the matter to open the Matter information page. The Matter Header details are dynamic and the information can be customized in the Administration > Layout>Headers tab. Click 
the icon on the far right corner of the header to edit the matter information. All the configured External and Default systems attached to the matter are displayed on the page. In the case of Office 365 Teams or Channels, privacy as private/public/org-wide is also displayed.
Menu | Description |
|---|---|
Metadata | Select to edit the matter metadata. The fields displayed in the Matter Details dialog can be configured in Layout>Forms tab. Click Update to save changes. If the name or description is empty for the matter, the system will show the id instead. Note: Select "Update Folders and Documents" to yes to update Matadata to Folders and Documents also |
Security | Select to edit security to the matter and to lock down the matter to specific users or groups |
Add System | Select to add an external system to the matter. In the Add System Details dialog, type information in the provided fields, based on the table below, then click Save. The system will be displayed as an External system for the Matter.
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