Overview

The Directory tab lists all the matters/directories created in the configured external systems from the uploaded jobs.

1 Navigation
- 1.1 Matter Team & Security
2 Required Permissions

Navigation

Note: The following columns are displayed by default:

Column Name	Description

Column Name	Description
Matter	Displays the matter name. If the Matter Name is empty, the matterId shows. Click the matter name to view the details of the workspace(s) created for the matter in the External Systems. Click here for more details to edit the matter metadata, security, and manage workspace. Note: To display the matter name here, the Format column in the Layout>Grid page must be configured for Matter metadata. Tip: After archived all matter system or not exists matters, you cannot see on Directory tab.
Client	Displays the clients name. If the client name is empty, the clientid shows. Click the client name to view the details of the workspace(s) created in the External Systems. Click here for more details to manage the workspace. Note: To display the client name here, the Format column in the Layout>Grid page must be configured for Client metadata.
Created Date	Displays the date the workspace was created.

Tip: The columns displayed on the page can be configured in Layout>Grids.

Note: Users must have View Matter Details permission to access the matter details. This permission disables the link to open the matter.

Clicking on an entry will open a window showing the metadata details and the associated Document Management Systems (DMS). When reviewing the details, click on the hamburger button to review and update Metadata, Security, Controls, Private Channels Security, and add systems (see tables below).

Click on the X next to the hamburger button to return to the Directory tab.

Click on the blue Filters button to expand the filter categories and refine your search.

Note: The available filters will vary depending on the layout and grid, as well as on the permissions associated to the user.

Best practice 1: In order to use the Last Modified filter, users must first configure the matter_date metadata per the following screenshot. Learn more about updating metadata definitions.

Best Practice 2: In order to use the Created Date filter, users must first configure the date_created metadata per the following screenshot. Learn more about updating metadata definitions.

Matter Team & Security

You can add users and groups specifically for the selected matter. When a user is added to the matter team, CAM grants the user/group access to the workspace. You can also remove a user's access to specific matters by denying permission to access the matter.

In the Matter Team and Security window, click the Add Member/Group button.
In the Add Member/Group window, type information in the provided fields, based on the table below, then click Save

Note: Z Groups cannot be removed from here.

Field	Description

Field	Description
Security Enabled	Select the radio button to assign the matter security to a User or a Group. This is a required selection.
Select a User/ Group	Select the user/group from the drop-down. To assign a user/group, either click the drop-down menu and select from the list or manually enter the value, which will auto-complete if the user is assigned in Administration>Users and Groups .This is a required selection.
Permission	Select the option to Allow or Deny the permission. This is a required selection.
Role	Select the role to be assigned to the user/group from the drop-down. This is a required field.
Expiration Date	The date on which the user/group will be automatically removed from the matter team. This is a required field.
Selected Systems	This displays the selected system for the matter and is checked by default

Required Permissions

Permissions	Allows User To

Permissions	Allows User To
View Matters	View the Directory tab (Hides the Directory tab).
View Matter Details	Disable the link to open the matter.
Remove Content	Delete the workspace from CAM or CAM and External system both.
View My Projects	View list of projects where user has explicit access (via group membership or as a user on the ACL).

Note: All new permissions are disabled by default and must be enabled to be used. For more information, see Required Permissions.

CAM

Directory-Project Teams

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Overview

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Matter Team & Security

Required Permissions