Create Category to add shortcuts in the MyMatters - You can add the below parameters in the CSV while creating or modifying the workspace.
Columns | Description | Supported Values |
|---|---|---|
UniqueSystemWorkspaceColumns | To specify unique system metadata. Is case insensitive. | String. E.g. ClientId=gh12&MatterId=771g |
Or you can add Unique Metadata Ids | Set the Unique Ids. Add separate column for each id in the CSV | String - E.g. ClientId, MatterId |
systems | The external system | Enum. E.g. imanage, netdocuments |
AddToMyMatters | Sets if the workspace will be added as shortcut, to the My Matters page. Type in the user email to add to their my matters. | String Users separated by pipe character "|"; userid or emailaddress|user For e.g.: alexey.marcus@prosperoware.com|User |
Category | Allows to create multi-level categories with placeholder values | String E.g. cete1/@clientid@-@matterid@/@custom5id@/@mattertypeid@/cate5 If Category1 does not exist, it will create Category1 (clientid) and subcategory Category1.1 (matterid) If Category1 exist and Category1.1 does not exist, it will create the Category1.1 and add the specified workspace shortcut to it. Note: You can create a new category or subcategory to an existing category by specifying the direct path in this column to add the workspace shortcut. |
Samples
File | Description |
|---|---|
Mymatter link job. |
Learn how to create your own CSV/TSV files with a Text Editor or Excel.