Documents
Overview
The Documents tab allows you to perform search operations in the following two ways:
API search
Database search
To Access the API and Database Search, the user can set the corresponding permissions through the Account Management option. To know more about setting permissions, click here.
- 1 Getting Started
- 2 Searching Documents
- 3 Actions on the Documents Tab
- 3.1 Declare
- 3.2 Undeclare
- 3.3 Profile update
- 3.4 Delete Shortcuts
- 3.5 Removing Documents
- 3.6 Restoring Recycle Bin Documents
- 3.7 Security update
- 3.8 Email
- 3.9 Remote Check-in/Check-out
- 3.10 Unlock
- 3.11 Export Documents
- 3.12 Export to CSV
- 3.13 View Security
- 3.14 Moving Folders/Documents
- 3.15 Viewing Versions of Documents
- 4 Customizing the Form/Grid:
- 5 Required Permissions
Getting Started
Before any document searching can be done, there are a few configurations that need to be made, namely:
Metadata should be mapped to the layouts/forms.
Layouts and forms must be configured.
If working with DeskSite/FileSite or Cloud iManage/Private Cloud/Work 10, CAM commands must be set up.
The search layout(s) must be set up.
Mapping Metadata
Layouts and Forms
Layouts are a key component of the Documents and Workspace tabs, as they determine what fields will be available to a user when navigating CAM’s tabs. The look and behavior of a layout will depend on the Form. When a tenant is first created, the following forms will be automatically loaded:
Matter Profile (Under the Directory tab)
Document Search
Warning: Keep in mind that the default layouts/forms for a newly created tenant will not have metadata mapped to them nor users assigned. For a layout to work properly, metadata must be mapped to it and users must be assigned to it.
Learn more about customizing layouts, adding forms, and assigning users to them. Learn more about mapping metadata.
CAM Commands
CAM Commands allow the use of specific functionality of CAM from within DeskSite/FileSite or Cloud iManage/Private Cloud/Work 10.
On Premise Steps to Install
Download the CAM Commands installer using the EXE or MSI of Edge Compatible installer.
Run the installer on premise. (You may have to trust the app and run anyway with the Windows Smartscreen popup.)
Check which commands to enable from the installer.
Once installed, you can open DeskSite or Filesite, and use the right-click menu to access the CAM commands.
Registry edits to rename items can be done from the Interwoven registry folder.
Work in the Cloud/Cloud iManage/Private Cloud Steps to Install
Download the iManage Web Extension.
If you are an http://iManage.com customer, this needs to be sent to iManage to upload to your tenant.
If you require a customization to the yaml file before the application is uploaded, make this change first before sending or uploading the zip.
Go to iManage Control Center, Applications, and upload the package.
Follow the steps to Authenticate and Secure the application.
Now you can use the commands in the Web Client.
Learn how to configure CAM Commands in more detail.