iManage MyMatters

UniqueSystemWorkspaceColumns

To specify unique system metadata. Is case insensitive.

String. E.g. ClientId=gh12&MatterId=771g

Yes, typically clientid and matterid is provided

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

Yes

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. Multiple users can be added to each record.

String

For a single user, add their userid or email address here. To add multiple users, add each separated by a comma.

userid1 , userid2

OR

alexey.marcus@prosperoware.com, joe.brokaw@prosperoware.com

Yes

Category

Allows to create multi-level categories with placeholder values

String E.g. category1/@clientid@-@matterid@/@custom5id@/@mattertypeid@/category5

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.

Creating multiple categories is done by adding “/"

So categories (levels) 1-3 would be: category1/category2/category3

Optional

Mymatter link job.

Job for add to my matters for multiple users