A Workspace is a space or place where your files and documents are stored on a system or a cloud. It saves the user's view of the files in the repository of the Document Management System.
Workspace Management provides an interface to securely create, manage, and update workspaces in iManage, NetDocuments, M365, S3, and other systems.
Matters change over time. Whether it’s a simple matter name change, client name change, or a major update to the folder structure and security, CAM provides unified, automated management of all changes and updates. With CAM, you can automatically create, update, and manage workspaces.
Log into CAM and access the Workspace Management screen.
Workspaces can be created both automatically and manually.
Automatic Workspace Creation
Workspaces can be created automatically using one of the following ways:
Using a template: Users can automatically create workspaces using templates such as the folder template. It automatically creates folder structures on demand, defines metadata, and applies security to the folders as per the template's configuration. As an example, if a template has 295 folders defined when a workspace is created from this template, then these 295 folders and the folder structure are created automatically for you. Learn more about Template Management and the Template Editor.
Usingthe billing database: Users can automatically create workspaces from billing systems and Product Management Systems.
Using the Data Uploader: Users can automatically create workspaces by uploading CSV and script files through Data Uploader.
Manual Workspace Creation
Users can also create workspaces manually with standard folder structures and file naming based on existing templates using the wizard. During the creation process, a preview of the folder structure can be previewed by choosing different templates. Once an administrator approves the request for creating a workspace, the workspace is created.
Allows the user to configure admin tasks such as configuring external and source systems, configuring the request workflow, creating templates, creating forms and layouts, and uploading users. The following menu options are available in the Administration tab:
External System Configuration - Allows the user to configure the settings for external document management systems and collaboration tools that are integrated into CAM.
Template Editor - Allows the user to create or upload a new template to be applied to your workspace.
Data Uploader - Allows the user to read workspaces, users and groups-related data from your on-premises billing or NBI system and upload the information to the CAM cloud for processing.
Log Center - Allows the user to view log files. You can also view all jobs created from the Data Uploader.