Allows users to create or update a matter through a CSV file.
Columns | Description | Supported Values |
|---|---|---|
ClientId | Enter the client ID | String |
MatterId | Enter the matter ID | String |
ClientName | Enter the client name | String |
MatterName | Enter the matter name | String |
RefileDocsAndFolders | Set to update Metadata to Docs and Folder also | Number 1| 0. 1=Update Metadata to Docs and Folders |
RefileFolders | Refiles just the folder with a metadata update | Number 1| 0. 1=Update Metadata to Folders |
Sample CSVs
File | Description |
|---|---|
| Create a workspace in iManage |
Update a matter in iManage with Refiling Documents and Folders, Copying security. |
Create a CSV file using Text Editor
Open any text editor and enter the data, separating each value with a comma and each row with a new line, as shown in the illustration below:
Save the file with extension .csv
Create TSV file using Text Editor
Open any text editor and enter the data, separating each value with a tab and each row with a new line, as shown in the illustration below:
Save the file with extension .tsv
Create a CSV/TSV file using Excel
Open an Excel sheet and enter the data.
To save the spreadsheet as CSV, select File → Save As and select CSV (Comma delimited) as the type.
To save the spreadsheet as TSV, select File → Save As and select Text (Tab delimited) as the type.
Excel will display a dialog box indicating some Excel features may be lost in the format chosen. Click on Yes to continue to save the file in CSV/TSV format.
Tip: A text editor like Notepad can suffice for creating and editing simple CSV files. However, if you are working with large data, using an application like Excel is preferable.
Note: If you plan to set workspaces with no templates in the Workspace Wizard or CSV Import, you will need to setup a metadata field for NoTemplate in CAM.
This format would be:
Metadata name= NoTemplate
Type= boolean
Value= 1 if you want to set no template. 0 if you want a template set.