Replace or Append Template

ClientId

✅

The columns of clientid, clientname, matterid, mattername are required, OR leave these out of the CSV and put uniquemetadataids in.

ClientName

✅

The columns of clientid, clientname, matterid, mattername are required, OR leave these out of the CSV and put uniquemetadataids in.

MatterId

✅

The columns of clientid, clientname, matterid, mattername are required, OR leave these out of the CSV and put uniquemetadataids in.

MatterName

✅

The columns of clientid, clientname, matterid, mattername are required, OR leave these out of the CSV and put uniquemetadataids in.

UniqueMetadataIds

X

Set the Unique IDs in one column. Add a separate column for each id.

Use this if you don’t include clientid/clientname/matterid/mattername.

String -

E.g. ClientId, MatterId

systems

✅

The external system

Enum. E.g. imanage, netdocuments

Template

✅

Name of the template to add structure to the existing workspace

String -

Template Id

Job

✅

Set the Job name.

String -

To Replace: ReplaceTemplate

To append: AppendTemplate

DeleteEmptyFolders

X

Allows a user to delete empty folders when appending or replacing a template.

Boolean, True or False

Server

✅for replace template

Use this to distinguish which server to replace the template on.

String- iManage Production

Database

✅for replace template

Distinguish which database to replace the template with.

String: Production

WorkspaceName

✅for replace template

Set the name of the workspace. This is used to find the workspace to change the template on.

String: MyWorkspaceName

Use this to append a template. This contains required fields only.

8/7/2025

Use this to replace a template. This contains required fields only.

8/7/2025