Directory
Overview
The Directory tab lists all the matters/directories created in the configured external systems from the uploaded jobs.
- 1 Navigation
- 2 Configuring Directory Menu
- 2.1 Directory - Content Location
- 2.2 Matter Control - Control Center
- 2.3 Update Workspace
- 2.4 Matter Team & Security
- 2.5 Manage Folders
- 2.6 Reassign Template
- 2.7 Modify Content
- 2.7.1 Soft Delete
- 2.7.2 Hard Delete
- 2.7.3 Archive Team
- 2.8 Append & Replace Template
- 2.9 Icons of supported systems in Directory
- 2.10 Creating a job using Copy Job
- 3 Directory Trick Example: Adding custom metadata to the Layout
- 4 Required Permissions
Navigation
Note: The following columns are displayed by default:
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. |
Created Date | Displays the date the workspace was created. |
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.
Configuring Directory Menu
Directory Trick Example: Adding custom metadata to the Layout
As explained in CAM’s monthly newsletter for June, this example will show you how to add a metadata value to your Directory layout to filter and use.
In this example, we are adding Practice Area.You could do this with any other field.
Ensure the Practice metadata exists and is mapped accordingly.
Go into Administration-> Layout. Click the Grids tab.
Select the Matters->Core grid. This is for the directory tab.
Click Add New. Type in Practice in the lookup that displays. Don’t set any display format and click Save. The other fields will populate.
Now Practice Area displays in the Directory tab and the search.
Required Permissions
Permissions | Allows User To |
---|---|
View Matters | View the Directory tab (Hides the Directory tab). |
View Matter Details | Disable the link to open the matter. |
View Manage Folder Dialog | Edit Workspace Template Folders. |
View Reassign Template | View this option in the External System menu options. |
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). |
View Reconciliation Report | Enables user to view Jobs tab> reconciliation report after creating workspaces to validate folder structures created as per assigned template |
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