Refiling documents and folders

ClientId

Enter the client ID. Required paramter.

String

MatterId

Enter the matter ID. Required paramter.

String

ClientName

Enter the client name. Required paramter.

String

MatterName

Enter the matter name. Required paramter.

String

RefileDocsAndFolders

Set to update Metadata to Docs and Folder also. Required paramter.

Number 1| 0.

1=Update Metadata to Docs and Folders

RefileFolders

Refiles just the folder with a metadata update. Required paramter.

Number 1| 0.

1=Update Metadata to Folders

CreateInImanage

Updates the workspace in iManage

Number 1| 0.

1= Update in imanage

CreateInNetDocs

Updates the workspace in iManage

Number 1| 0.

1= Update in imanage

Workspacename

Enter the name of the workspace. Required parameter.

String

Security

This column assigns user/group access level.

 E.g. bob.bradely@demofirm.com|true#23/12/2019*Admin$false

 Group: Partners|true#11/3/2021*Editor$true

String.

The format for the security column:

[useremail]  |  {allow or deny=true or false]  #  [expiration date]  *  [role]  $  [isGroup=true or false]

CAM also supports the following parameter setting for the matter/user/group security:

@MatterTeam@/@userid@/@groupid@

•  If multiple entries are included in this column, separate each entry by a comma and save the file as tab delimited. CAM will recognise a tab-delimited file when uploading as a CSV file in the Jobs tab.

Template

Enter the name of the template to be used. Optional parameter.

String

Server

Enter the server name. Required when working with iManage.

String

copysecurity

Updates the security. Optional parameter

Number 1| 0.

1= Copy the security

Update a matter in iManage with Refiling Documents and Folders and copying security.