Bulk Actions for New Analytics

Profile Update

Open

Click the above button to bulk update details on the query results.

1. Run a query to fetch the document(s).

2. In the Profile Update dialog all the configured repositories are displayed in the Select System drop-down. Select the system from the drop-down.

3. Update the metadata by choosing one of the supported profile update methods in the look-up next to the field:

• Overwrite: Allows the previous metadata value to be overwritten if it matches the value.

• Append: Allows the appending of certain metadata into the current metadata field.

• Suffix: Allows adding a suffix at the end of the metadata.

• Prefix: Allows adding a prefix to the beginning of the metadata.

• Remove: Allows removal of certain metadata if it matches.

• Enter the details to be updated and click Next. The fields on the form can be configured in Administration>Layout.

Next to the attribute values, there is a column to append or remove the attribute values. Select from the dropdown next to the attribute (e.g. custom 17) for append or remove. For append, the box on the right, enter the value to append. Click Next.

1. Enter the job name (required field), a ticket number (optional), and a brief reason for change (optional). The tracks changes are made to the iManage content.

2. Click Submit Update.

3. An Analytics Bulk Job is triggered and the progress can be tracked in the Jobs tab. On job completion, the document details will be updated.

Security Update

Open

Click the above button to update security. CAM provides an option for users to update security in all selected documents, folders/subfolders either including or excluding private documents.

A new dialog opens in the May 25th release where a condensed view displays.

1. Select the Access tab for those who can view the object, and Deny tab for those who are denied access.

To edit:

1. Select the system from the drop-down in the top-right corner of the Security Update dialog

2. In the left-hand side panel, click on the required drop-down to Add/Update or Change the Default Security.

1. Make the necessary updates and click +Add to add the action for the update. The updated action is displayed in the right-hand side panel. To remove an added action from the update list, click x Remove.

2. Click Next to submit the change.

3. Job Name reflected as Security Update.

4. Select the Update value from the following options, wants to update folders/documents -

5. Enter a brief reason to update security. All the fields are required.

6. Click Submit Update button and click Cancel to close the dialogue box.

7. An Analytics Bulk Job is triggered and the progress can be tracked in the Jobs tab. On job completion, the security for the documents is updated.

8. If the security user doesn’t exist in CAM and the DMS that the security update is processing, the logs will notate this and continue the job as-is without failure.

Remote Check-in/Unlock

Click the above button to unlock and check-in the local copy of the document to iManage.

Pre-requisites:

• Install Data Uploader and connect it to the external system you plan to use with remote check-in. Visit how to install 

Data Uploader.

In the Remote Check-in dialog:

1. Select one of the check-in option from the drop-down.

   1. Create New Version : Select to create a new version of the document from the original document and all changes are saved to the new version. The original document remains unchanged.

   2. Replace Original: Select to update the document with the latest changes. The version number remains unchanged. The edit time and file size information is updated.

2. Enter a brief reason (optional) in the check-in tab.

   1. Click Submit. The command you can see in the Log as a Check-in or CheckOut command

Unlock

Click Unlock, displays the following screen -

• Select System - Select system from the list

• Reason - Enter a brief reason

• Click Submit to Unlock the system and click Cancel to close the dialog . The Unlock command shows in the log.

• to lock documents in NetDocuments, use the Declare as Record option.

Export Documents

Click above button to export the workspace/document/folder as a zip file or to export the document/folder to a selected network path.

1. In the Export to Zip tab, enter a Job name and brief reason (optional) to export the document.

2. Select the options to execute when exporting the workspace as a zip file:

   • Create Folder Structure

   • Append Number and Version to Document’s Name

   • Use Client & Matter for Workspace Name

   • Select either All versions or Latest version

3. In the Export to Network Path tab, select the S3 bucket for export and enter a brief reason for export. Read here for detailed instructions to configure the environment for Export to Network.

4. Select the options to execute when exporting to a network path:

   • Include CSV File

   • Create Folder Structure

   • Append Number and Version to Document’s name

   • Use Client & Matter for Workspace Name

   • Select either All versions or Latest Version only

Export to CSV

To export the query results, click the above Export to CSV button. The query results are saved as a CSV file as follows -

• Select the export size option

• Click Download CSV to download the CSV file and click Cancel to close the dialog