Create Category in the MyMatters

UniqueSystemWorkspaceColumns

To specify unique system metadata. Is case insensitive.

String. E.g. ClientId=gh12&MatterId=771g

Or you can add Unique Metadata Ids

Set the Unique Ids.

Add separate column for each id in the CSV

String - E.g. ClientId, MatterId

systems

The external system

Enum. E.g. imanage, netdocuments

AddToMyMatters

Sets if the workspace will be added as shortcut, to the My Matters page. Type in the user email to add to their my matters.

String

Users separated by pipe character "|";

userid or emailaddress|user For e.g.: alexey.marcus@prosperoware.com|User

Category

Allows to create multi-level categories with placeholder values

String E.g. category1/@clientid@-@matterid@/@custom5id@/@mattertypeid@/category5

If Category1 does not exist, it will create Category1 (clientid) and subcategory Category1.1 (matterid)

If Category1 exist and Category1.1 does not exist, it will create the Category1.1 and add the specified workspace shortcut to it.

Creating multiple categories is done by adding “/"

So categories (levels) 1-3 would be: category1/category2/category3

Mymatter link job.