Allows users to replace or append templates through a CSV file.
Columns | Description | Supported Values |
|---|---|---|
Unique Metadata Ids | Set the Unique Ids. Add separate column for each id | String - E.g. ClientId, MatterId |
systems | The external system | Enum. E.g. imanage, netdocuments |
Template | Name of the template to add structure into existing workspace | String - Template Id |
Job | Set the Job name | String - To Replace : Replace Template |
Samples
Learn how to create CSV/TSV files with a Text Editor or Excel.