Release Notes 22.03.20

Approval

Cloud-10274

After the security and metadata are modified, user receives notification email with detailed information.

MS Teams

Cloud-9503

CAM now supports creating new planner tab from an existing planner by configuring planner URL in CAM MS Teams template.

SharePoint

Cloud-10987

Creating document libraries and lists is now supported under SharePoint site/subsite.

Cloud-2606
Cloud-4205

CAM now supports creating SharePoint sub-sites and folders under existing sites and folders using the CSV import.

Cloud-10299
Cloud-10300

CAM now supports creating SharePoint sites with the option to set the “Site Type” from CAM Request Workflow.

Documents and Workspaces

Cloud-11755

The Documents and Workspace tab now supports searching by permission by passing the permitted user or groups in the search form.

Cloud-9728

Workspaces can now be deleted by users who have the permission from CAM in iManage. Both empty workspaces and workspaces with documents can be deleted. This option is available from the Workspaces tab, and Analytics.

Cloud-11530
Cloud-12082

Search results can now be sorted in numerical order and alphabetical order, and either ascending or descending order across all search result columns.

Cloud-11739

The Document tab provides the ability to perform full-text search using the new “Everything“ field in the API search.

Source System Integration

Cloud-12120

Source systems API calls can be configured to additional fetch fata and Flattening Response containing Nested Objects by toggled ON to Additional Basic Object Configuration

Account Management

Cloud-11959

The Users and Groups tab now has the Reset Password options under User Details to allow resetting users current password.

Provisioning

Cloud-11632

For consistency with other CAM external systems and roles, CAM admin role is used to for MS Teams owners and CAM Editor role is used for MS Teams members.

Cloud-12154

Created polices can be restricted now after creating a workspace. For restricting policies you can follow the below scenarios:

• Set SPMOnly parameter to True - create the policy on ImanageSPMOnly

• Set SPMOnly parameter to False - create the policies in the CAM and ImanageSPM as well

• SPMOnly parameter is not set - creates the policies in the CAM and ImanageSPM as well

Jobs

Cloud-10606

Jobs can now be filtered by the source systems name.

Create Site - CAM

Enables to create site from request workflow.

Account Management

Cloud-11087

Fixed: A more descriptive message is shown when trying to confirm an already confirmed user instructing the admin to perform reset password operation instead in such cases.

Business Continuity

Cloud-9808

Fixed: The Business Continuity tabs permission is fixed now and tabs are displayed only to authorized users based on their roles.

CAM Commands

Cloud-11664

Fixed: CAM iManage Web Extension now shows workspaces structure correctly regardless of the command location. It works correctly from the workspace menu as well as from “My Matters” and “My Favorites”.

Content Mover

Cloud-12383

Fixed: Checkout Teams and Copy To Teams can now be displayed all logs activity.

Data Uploader

Cloud-11831

Fixed: Intapp policies create separately successfully.

Cloud-12375

Fixed: Data uploader works now properly when reaching the daily limit as specified in app config property RecordCountLimit.

Cloud-10721

Fixed: Syncing data from to CAM using CAM Data Uploader is now updating groups and groups membership.

Cloud-12273

Fixed: You can now sync custom AD attributes when syncing users into CAM using Data uploader.

Documents and Workspaces

Cloud- 11387

Fixed: Searching for documents using the “Is Checked Out” property works as expected now. The search field is set to True by default.

Cloud-12376

Fixed: The Document/Workspace search results now displays the client and matter values properly after mapping correctly in CAM Administration for both new and existing tenants.

Cloud-12418

Fixed: Moving folders functionality works as expected now for iManage within the same or between different servers and also for NetDocuments within the same or between different cabinets using either API or database search.

MS Teams

Cloud-8988

Fixed: Team or Channel members' roles can now be changed via CSV.

Cloud-10802

Fixed: When deleting an MS Team from CAM and selecting the option to “Delete ALL Workspace content from CAM and the External System”, the hard delete parameter is now getting passed correctly to the job.

Cloud-11667

Fixed: MS Teams can now be linked without requiring the user email address in the office group.

Provisioning

Cloud-12064

Fixed: When a workspace is modified, it will show On Demand Folder Creation availability under the tab folder.

Cloud-8516

Fixed: When Reassigning Templates, if the folder at the same level with the same name already exists, then the original folder is kept and no merge is done. However, if one folder is a top level and the destination is a subfolder, then merge is permitted.

Cloud-12348

Fixed: Security assignments can now be successfully applied to all workspace creation jobs for NetDocuments.

Cloud-9728
Cloud-10298

Fixed: CAM now support deleting iManage Workspaces as well as SharePoint Sites by users who have the permission

Cloud- 11683

Fixed: When submitting a user creation job, if the system name is not specified in the CSV, the user is created only in the CAM.

Request workflow

Cloud-12168

Fixed: Fixed the issue that was causing CAM “Create Actions Menu” (the plus icon + in the page header) to disappear after refreshing the page.

Cloud-9843

Fixed: CAM currently generates matter and client numbers in the correct order when creating a workspace using Request Workflow based on the configured client and matter number ranges.

Template Editor

Cloud-10025

Fixed: CAM now respects the order in the Workflow of selecting a template regardless of the number of templates.