Directory

Directory - Content Location

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 button 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.

Click the x, next to the button to close the current page and return to the Directory tab.

Matter Control - Control Center

• Inside the Matters Tab, when we click into a Matter

• On UI, navigate to Hamburger menu, click Control

• The following dialog displays -

• Matter Level and Firm-Level controls display.

• These controls come from the Control Center and from the SPM Policy.

• . Drilling into the hyperlinks opens up CAM Control Center.

Update Workspace

The external system associated with the matter is displayed. Click the  button next to the workspace name to display options to update the workspaces.

Matter Team & Security

You can add users and groups specifically for the selected matter. When a user is added to the matter team, CAM grants the user/group access to the workspace. You can also remove a user's access to specific matters by denying permission to access the matter.

In the Matter Team and Security, window clicks the Add Member/Group button. In the Add Member/Group window, type information in the provided fields, based on the table below, then click Save

Manage Folders

The Manage Folders option in the external system allows you to add optional folders to the selected folder/sub-folder in the matter template, based on the On-demand Folders Creation defined in the applicable folder templates.

1. In the Directory tab, click the matter to open the Matter Details page.

2. Click the  button in the far right corner of the external system. Select Manage.

3. To assign a template, either click the drop-down menu and select it from the list or manually enter the value, which will auto-complete if it is assigned in Administration>Template Editor.

4. To add a custom folder, click the + button to add the custom-named folder to the workspace. Adding or restricting custom folder creation is possible by configuring the Metadata based filter criteria at Administration>Template Editor> Config

5. In the folder tree, check one or more folders.

6. For each selected folder that allows a custom name, prefix, and/or suffix:

• Click the Custom Name, Add Prefix, or Add Suffix link to display a text box.

• Enter an appropriate name, prefix, or suffix and click Save.

7. Click Update.

8. A new job is triggered to update the workspace. You can track the status of the job in the Jobs tab.

Reassign Template

The Reassign Template option allows you to reassign and apply a new template to the selected folders/sub-folder in the matter template.

1. In the Directory tab, click the matter to open the Matter Details page.

2. Click the hamburger button in the far right corner of the external system. Select the Reassign Template.

3. In the Reassign Template dialog, the Current Template is displayed on the left-hand side of the dialog. The option to select the new template is displayed in the right-hand side panel.

4. To reassign a template,

• Click the Select Template

• Select a template from the list or manually enter the value, which will auto-complete if it is assigned in Administration>Template Editor

• The selected template layout is displayed and the template name is auto-populated in the template name field.

5. From the current template, select an option -

Click Save to update the changes or click Cancel to close the dialoge.

6. Two options will be displayed at the bottom of the page.

1.Select Optional folders to display on-demand folders.

2. Select Create remaining folders to create all folders from a new template excluding on-demand folders.

3. Select both options to create on-demand folders also.

7. Click Save, it will show a confirmation message to apply the new template to the selected workspace.

8. Click Yes to process the changes.

Modify Content

• Open any matter on Matters tab

• Click the Hamburger menu  button in the far right corner of the workspace row. Click Modify Content

• Back up the content to Business Continuity (if available) before deletion.

• The following screen displays:

Soft Delete

• Allows you to remove all contents only from CAM.

• Click Soft Delete to delete all the content from the matter and the following pop-up displays:

  

  • Click Yes to delete and click No to close the pop-up window.

• Click Cancel to close the dialog.

Hard Delete

• Allows you to remove all the content from CAM and external systems completely if the checkbox is marked. The deleted contents will not be recoverable.

• If the checkbox is unmarked, the workspace and its folders will get deleted, while the documents will be moved to a flat space and can be accessed after deletion.

• Click Hard Delete to delete all the content from the matter and the following pop-up displays:

  

  • Click Yes to delete and click No to close the pop-up window.

• Click Cancel to close the dialog.

Archive Team

• Allows you to Archive the Team in Read-only mode.

• Click Archive to archive all the content in read-only state from the matter and the following pop-up displays:

  

  • Click Yes to delete and click No to close the pop-up window.

• Click Cancel to close the dialog.

• On deletion, a new job is triggered to update the workspace. You can track the status of the job in the Jobs tab.

Append & Replace Template

This feature allows to add folders from another template into existing workspace using CSV upload.

Such workspace now linked to the new template id.

Below table shows new Jobs and modification applied to existing workspace

Sample CSV

• Replace Template : ReplaceTemplate.csv

• Append Template : AppendTemplate.csv

Supported systems in Directory

Copy Job

Similar to Creating a New Job from the ETL Manager, users can add jobs from the object in Matters.

• Go to the Matters tab in CAM.

• Find an M365 Teams, Channel, or tab.

• Click the Action menu from the object and select Copy.

• Select the object (Matter/client/workspace) to copy or move the team's content to in the DMS. Currently, only objects that match the client/matter shows up. In a future version, all objects will display in the lookup.

• From here, users can change the options below:

  • Users can specify the custom name of the folder/Tab in the field “Name of the folder or tab in the DMS“ when synching Team to the workspace

    • Once Job created successfully, the Target Workspace Team should be created as Tab/Folder under the workspace with a specified custom name

    • Channels should be added under the Team as folders, where the conversation folder will create

    • A tooltip will display as: Content from Teams will be mapped according to the Default Configuration assigned.

• Default Class - Users can specify a Default class to apply to the moved teams/channels/tabs. It displays a Class metadata description or Class id if the description is not entered.

  • Sync Options - Set up a new job internal in New Interval using the following options:

    • One Time - Allows you to copy the contents only one time from a specified source to destination

    • Schedule - Allow you to set the period in sync interval, select the time measure (minutes, hours, or days), and set the starting period date (today, in the future). Sync interval appears only when you select the option Schedule.

    • Event Based - This allows you to sync the content only when any new content populates.

    • Two-way sync - This allows you to copy the content in two ways, from source to destination and vice versa. When you sync the document and the same document exists in DMS, it will create a new version of the document by appending 1 to the end. There are two use cases when the two-way sync is disabled:

      • Bring as shortcut is selected in the options.

      • There already exists a two-way sync job for the selected workspace.

        
        

• Add any metadata filters.

  • Select whether or not to import the chat files into the teams/channels/tabs when moving.

  • Select whether to map documents as shortcuts.

  • Select to apply the system security either from Source or Target to the moved channel/team/tab. This also applies for public and private items.

On clicking submit, the ETL job will be submitted to the ETL Manager and displays in the ETL Jobs tab.

Security

Security allows security parameters to be applied to an item in Directory and any external system mapped to it.

1. Open Directory

2. Browse to an item and click on the name to bring the user into the panel properties.

3. Click the More Actions menu, and select Security.

• Select the Add member button on the right side and provide the following information:

• Do you want to add a user or group?

• Select a user (or group if you selected group)

• Project Role: Adds one of the available project roles to the user or group

• Allow project Access- Yes or No

• Apply to Systems-

  • Check the apply to all sliders to apply to all systems available.

  • Otherwise, check each system you want to add the user or group to with the role.

Visit the CSV Parameters page for how to use CSVs to update the Security of a project team.

Explicit Users

Clicking the Explicit Security tab allows you to view a list of members with explicit security and to add members with explicit security to the access control list (ACL) even if they are not a member of the team.

Select the +Add button on the right side and provide the following information:

• Do you want to add a user or group?

• Select a user (or group if you selected group)

• Permission: Select either Allow or Deny

• Security Role: Select the role to be associated with the new user/group

• Apply to Systems-

  • Turn on the Apply to all toggle to apply to all systems available.

  • Otherwise, check each system you want to add the user or group to with the role.

Z Groups