iManage SPM Policy
Allows users to set the iManage SPM policy through CSV.
A Dot character (.) in your execution, is treated as a separator. Don’t use it unless you intend on separating entries.
A pipe | symbol is used to separate two values in a column. It cannot be used as a separator like for example, separating client and matter by doing client|matter is not supported.
ClientId and MatterId were limited to 20 characters in the SPM API. Your job will fail with Max Limit Increased Error.
Parameters
Adding a Rule for SPM Custom Properties
To add a rule on a custom property listed above (matterproperties or clientproperties), follow the below to setup the column in the CSV:
The format is: 1:DeptCode#Litigation|2:DeptCode#LPM
1: Rule number for each rule
DeptCode : Custom Field for example department
Litigation or LPM : Value of the custom field to set the rule on
AND conditions would be like this, if you want one rule for both Litigation and LPM:
1:DeptCode#Litigation|1:DeptCode#LPM
OR conditions would look like the example in #1.
Sample SPM CSV’s and SQL’s
Use the table below to download a sample CSV or SQL for the type of policy. Edit it for your purposes.
Name | Description | Download |
---|---|---|
Competitive-Client-Matter | A competitive policy upload for a client-matter designation. |
|
Policy Sample (iManage and Intapp) |
| |
Competitive-Client | A competitive policy only for the client. |
|
Exclusion- Client-Matter | An exclusionary policy for a client-matter designation |
|
Exclusion-Client | An exclusionary policy for only the client. |
|
Inclusion-Client-Matter | An inclusionary policy for a client-matter designation |
|
Inclusion-Client | An inclusionary policy for only the client. | |
Inclusion Multisided-Client-Matter | An inclusionary policy for multiple client matters or multiple users for a client-matter designation |
|
Inclusion Multisided- Client | An inclusionary policy for multiple client matters or multiple users for only the client. |
|
UserCreation | User Creation in SPM with Special and Foreign Characters |
|
GroupCreation | Group Creation in SPM with Special and Foreign Characters |
|
CreateSPMPolicies | Allows to create SPM policies |
|
CustomPropertiesSPMPolicy | This allows the use of provisioning a matter using the SPM custom properties. This example sets a Practice of Litigation and Advisory in the matterproperties column. |
|
Learn how to create your own CSV/TSV files with a Text Editor or Excel.
Related Topics
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