Hard Deletions

 

Overview

Deleting Content can be done in two methods, soft delete and hard delete.

  • Soft Delete: The selected workspace is deleted from CAM only, but the icon is greyed out in CAM so if it is restored it can be brought back into the system.

  • Hard delete: Delete content from CAM and the external system. This deletes the item from CAM (leaves an empty row in the Directory page) and then deletes it from the external system. You don’t have to use the iManage trash with this option if you don’t have it enabled. There are two types of hard deletions:

    • Hard Delete without content: The selected workspace is deleted from the CAM and the external system, and the documents within the workspace are moved to a flat space.

    • Hard Delete with Content: The selected workspace is deleted from the CAM and external system along with documents within the workspace

Supported Hard Delete CSV Fields

Column

Description

Supported Values

Column

Description

Supported Values

Type

Specify the type on which to perform Hard Delete operation.

  1. User -

  2. Group

String - User

Group

Specify the group name, the user added or assigned in the group.

String - Abc_matter

User

 

 

DeleteFromCAM

Specify the value 1 to remove the user information from the CAM

The default value is 1.

Integer - 1

DeleteFromiManage

Specify the value 1 to remove the user information from the iManage system

The default value is 0.

Integer - 1

DeletefromNetDocuments

Specify the value 1 to remove the user information from the iManage system

The default value is 0.

Integer - 1

HardDelete

Specify the value 1 to remove the user information permanently from the CAM and remove user record from database.

The default value is 1.

Integer - 1

 

Project (Matter)

  • You can set Hard Delete value =1 to remove the matter(s) and their details permanently from CAM database and related systems using the following CSV fields

  • Using Hard Delete CSV job upload, you can remove bulk of matters and their details permanently

  • To download sample Hard Delete.csv, Click Here

Allows users to delete matters from CAM.

Column

Description

Supported Values

Column

Description

Supported Values

ClientId

Specify client id to be removed from the matter

String - C4001

MatterId

Specify matter id to be removed from the matter

String

C4001

DeleteFromiManage

Specify iManage system.

Integer - 1, 0

DeleteFromNetDocuments

Specify NetDocuments system.

Integer - 1, 0

Database

Specify database name from where the matter records to be removed.

String - database1

Server

Specify server name from which server the matter details to be removed.

String: Testserver

HardDelete

Specify the value 1 to remove the user information permanently from the CAM and remove user record from database.

The default value is 1.

Integer - 1

Note: If you plan to set workspaces with no templates in the Workspace Wizard or CSV Import, you will need to setup a metadata field for NoTemplate in CAM.

This format would be:

  • Metadata name= NoTemplate

  • Type= boolean

  • Value= 1 if you want to set no template. 0 if you want a template set.

 

Deleting Workspaces/ Folders

See this link Delete Content . You can delete from the UI or CSV.

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