Link workspaces from the DMS to CAM to make visible them in CAM for querying.
5 Map Metadata
Add or Edit the metadata to be applied to the workspaces. See Metadata for information.
6 Template Editor
Define templates to standardize the workspace folder structures in the external systems. See Template Editor for information.
7 Set Default Workspace Name Rule
Once you have set up the Template(s), in the External System Configuration define the default Workspace Name rule to be applied to the workspaces
8 Set Default Template Rule
In the External System Configuration from the created template(s), select the default template to be applied to the workspaces.
9 Data Uploader
Download and install the Data uploader program to allow CAM to read data from your on-premises billing or NBI system and upload the information to the CAM cloud for processing. See Data Uploader for information.