Release Notes 22.01.10

Release Notes 22.01.10, January 27, 2022

Enhancements

Module Name	Description

Module Name	Description
Data Uploader	Improved performance for viewing bulk logs.
Data Uploader	When creating a user using AD: If user is part of any group(s), then user and its associated groups are created. If user is not part of a group(s), then only user is created.
Documents & Workspace	Searching for multiple documents is available in API Search using commas to separate the values.
	Formatted values are available when viewing a document or workspace information.
	You can Download Document when using Database Search. Note: Not applicable for API Search.
	New feature available to restore documents from your recycle bin. On Documents, use Search Recycle Bin Documents, select your desired documents and click the Restore Recycle Bin Documents icon. Warning: You will need to enable your Restore Recycle Bin Documents and View Recycle Bin Documents permissions located on Account Management > Roles.
	Selecting multiple database lookup values is available in API Search using a drop-down menu.
	Moving documents, folders, and workspaces is available between the same or different repositories and servers. Note: Add Reference is only available for the same database if moving documents, folders, and workspaces.
Jobs	Generate CSV Sample includes placeholder (dummy) values with naming conventions to be followed when uploaded.
	When you run service desk commands, job description shows details such as: Document_id, Author, Document Version, Document Number, System, clientCode, matterCode, Operatorid, description, extcontainerid, systeminstance, lastmodifieddate, query, UserName, and Action.
	Added Created by column on Job information.
	Opening a job description is available using another tab or new window. Select your desired job Description and right click to use any option.
Analytics	New feature available: you can delete empty workspaces via Analytics or Workspaces.
Analytics	New component added: warning message when adding information to clarify that changes only impact the selected document versions.
Request Workflow	Improved feature: finding and selecting Teams in Request Access is now available using a drop-down menu.
Template Editor	Selecting Repository and Database is now available when adding new metadata values in the folder or subfolder menu.
Users & Groups	Showing Systems and Databases now displays in Details.
	Alternate Email Address allows optional Universal Principal Name (UPN) when adding or editing a user in Account Management.
	Managing users (create, edit, and delete) is now available in Workspace Management. You must select all applicable databases.
	Enable or disable a user by selecting your desired user Details, locate System and Databases connected, and Disable or Enable in Actions. Managing users (create, edit, and delete) is now available in Workspace Management. You must select all applicable databases.

Permissions

Permission Name	Description

Permission Name	Description
Documents & Workspace Tab
Restore Recycle Bin Documents	Shows or hides the Search recycle bin documents option on the Documents tab.
View Recycle Bin Documents	Shows or hides the Restore Recycle Bin Documents icon on the Documents tab.
Analytics
View Remove Empty Workspaces	Shows or hides the Delete empty workspaces icon from the Analytics and Documents tabs.

Resolved Issues

Issue Id	Description
Analytics
Cloud-11268	In Analytics when sending query result to an email, now you get the list of Email and Excel templates based on the query type selected on 'New Query' or 'Exiting Queries'.
Data Uploader
Cloud-11181	Parent metadata values are reflecting correctly for child metadata in SQL database (CAMSync.Metadata).
Cloud-10130	Importing AD user properties into iManage SPM is supported. You must provide property values in the ADMapping.config file.
Cloud-10558	Values for memberof property values are now visible in generated CSV based on ADNMapping.config file.
Documents & Workspace
Cloud-7661 Cloud-10370	Moving folders, workspaces, or documents within the same or different databases is working correctly from Workspace.
Cloud-9937	Searching by document number provides expected results. In Documents, select your desired values and enter your Document Number then click Search.
Cloud-9938	Document ID and Workspace ID have been removed from the main search.
Cloud-10022 Cloud-10272	You can View Document History by selecting a document, and clicking the expand icon.
Cloud-10496 Cloud-11520	You can view the users and groups for selected documents, folders, or workspaces under View Security. This is available in Documents, Workspaces and Analytics.
Cloud-11693	Export to CSV is enabled until search is completed when searching for documents.
Cloud-11716	Filtering documents using locked or unlocked (islocked) value shows locked results only.
Cloud-10813 Cloud-10914 Cloud-11745	When selecting a workspace with multiple folders or document with multiple versions, use the expand arrow to display the total number of folders or versions and their details.
Cloud-11747	Viewing history for multiple document versions via View Document History.
Jobs
Cloud-9868	You can use a CSV upload to create unique metadata even when not including values such as client and matter.
Cloud-10707	Using a CSV upload to create a user as external is fixed. You can set IsExternal as True.
Cloud-11009	When creating a content mover job via CSV, system will not create a job for soft deleted workspaces.
Cloud-11094	Job parameters details are now showing correctly.
Cloud-11582	Optimized process for category creation to increase response time for pagination.
Administration → Layout
Cloud-10028	You can create a matter header by using the Header Configuration in Headers, and adding your desired metadata.
Metadata
Cloud-9729	Fixed duplicated metadata entries issue. Updating metadata descriptions will no longer duplicate them.
External System Configuration - MS Teams
Cloud-10694	Fixed deleting issue. When creating a team that was previously deleted, the team will be created with matter details.
Provisioning
Cloud-4431	You can create folders with the same name (different type) in a workspace using a CSV file.
Cloud-8811	Generating a reconciliation reports is now working correctly. Relevant details based on the system are properly displayed.
Cloud-10150	Reading data from a non-default cabinet for external systems is now working correctly.
Cloud-10297	M365 system icon is now available when creating an appropriate site. The icon displays in Directory.
Cloud-11047	You can successfully add a workspace to My Matters by creating a New Dialog in Request Workflow Configuration.
Request workflow
Cloud-6185	Hidden expiration date when adding default security to a role.
Cloud-9719	Added new permissions for creating workspaces, teams, channels, OneDrive folders, and managing (requesting, and granting) their access. These are located on the + icon in the upper right corner.
Cloud-10902	When creating a workspace, category is applied regardless of other metadata.
Service Desk
Cloud-10020	Searching documents using API and Database Search is available in your desired system.
Cloud-11351	Fixed issue for date value (Sent Date or Received Date) in Documents Search Results. Previously, when no date value was found then date shown was today´s date.
Cloud-11654	Remote Check-In/ Unlock document is now working properly. This feature is used when Data Uploader creates a direct connection to your iManage external system.
Template Editor
Cloud-9518	If managing folders using the web extension, you can create custom folders matching existing document names in a workspace.
Cloud-11466	Creating a workspace and modifying folder security for a group with more than 150 users now works appropriately. Previously, an error displayed when creating or modifying security values.
Cloud-11766	You can successfully add users and groups to the folder security by changing from inherit security to any other view.
Directory
Cloud-10367	You can include spaces when creating a matter header, and view matter details. Metadata displays correctly when including spaces.
Cloud-7800	When creating a workspace, you can set the id value and view it in Directory.
Users & Groups
Cloud-9978	User or Group details now correctly display details. Database is now visible.
Cloud-9979	You can now see user or group details when importing during data sync. These details are located on User & Groups.
Cloud-10517	Selecting user or group Details displays the correct information.
Cloud-11167	When adding a user via Account Management, unchecking the Add to CAM Group option avoids adding users to the appropriate group.