Create Workspace/Folder/Docs

1 CSV Parameters for iManage
2 CSV Parameters for NetDocuments
3 Create CSV Parameters
4 Sample CSVs

Columns	Description	Supported Values

Columns	Description	Supported Values
Workspacename	Allows to setup the workspace name as formatted. Required for workspaces/folders	First level folders are a matter folder-> Workspacename is a dialog should be like @clientid@-@matterid@ Second level folders are a matter folder-> Workspacename is a dialog should be like first_level_folder_name. @͏clientid@-@matterid@ First level folder with client is a client which includes the matter-> Workspacename is a dialog should be like @clientid@-@clientname@@͏matterid@
CreateFolder	If there is no relation to the template or not a folder added through the template, use this to create the folder.
AddFolders	If a workspace is not linked to CAM and has a different folder structure than the template used for the workspace, the missing folders can be either added dynamically, or skipped/not added to keep the template structure.	AddFolders=1 then adds any missing folders to the template structure. AddFolders=0, then skip adding any missing folders.
CreateInImanage	Create workspace in iManage	Number: 1 to create, 0 to skip
CreateInNetDocs	Create workspace in NetDocuments	Number: 1 to create, 0 to skip
NoTemplate	Sets if workspace has a template, or no template	Number: 1 to skip setting templates on import, 0 to set a template.
Template	Sets a specific template to be used.	String. Specify Template Id. E.g. Litigation Template
emailonly	Sets search folder for filtering emails only	Boolean. Set to true to set email only and use on search folder metadata panel in template editor. No mapping needed.
documentonly	Sets search folder for filtering documents only	Boolean. Set to true to set documents only and use on search folder metadata panel in template editor. No mapping needed.
FolderId	The folderid	String. Example for netdocuments search folders, it is ND_SAVED_Search column.
type	document type	String. E.g. TXT, EML,XML,DOCX
hasAttachment	Flags if an attachment is present for example on email.	Integer. 1= Has attachment, 0= No attachment.
isdeclared	Flags if declared in the external system	Integer. 1= Is declared, 0= not declared.
declareddate	The date the document was declared	DateTime
checkedoutlocation	Location of checked out document	String
checkedoutpath	Path of location	String
checkedoutby	Id of external system user	Integer
checkedoutbyid	Id of user	Integer
checkedoutdate	Date checked out	DateTime
checkedoutduedate	iManage due date	DateTime
checkedoutcomment	Comments	String
number	Document Number	Integer. (There is no character limit on document numbers in CAM.)
to	Email to address	String
from	Email from address	String
cc	Email cc address	String
bcc	Email bcc address	String
subject	Email subject	String
extDocRefId	Document shortcuts id	Id of the document that is in the shortcut.
owner	The owner of the document, folder or workspace	String Pass the @owner@ placeholder as the Owner metadata value, then the user who created the folder should show as owner of the folder/workspace/document.
ownerid	The id of the owner	Integer
author	The document or workspace or folder author	String
authorid	Id of the author	Integer
operator	The document or workspace or folder operator	String
operatorid	Id of the operator	Integer
ParentId	Id of the parent workspace/folder/team/channel	Integer
ProjectId	Id from imanage or project management systems	Integer
ObjectType	Type from imanage systems	String. E.g. "work"
Source	Source system for object.	String. E.g. Worksite2020
CloudId	Id of the cloud object.	String. E.g. Cloud!1001
category	Allows to create multi-level categories with placeholder values.	String E.g. cete1/@clientid@-@matterid@/@custom5id@/@mattertypeid@/cate5 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. Note: You can create a new category or subcategory to an existing category by specifying the direct path in this column to add the workspace shortcut.
RefreshWorkspace	Adds the Refresh Workspace parameter in the Request Workflow UI.	Boolean True. Enables the Refresh Workspace parameter in the UI. False. Disables the Refresh Workspace Parameer in the UI. This also is present in the Service Desk Bulk Security option to be used to refresh after a bulk update. Caution: Applies only when NetDocuments is the selected system.

CSV Parameters for iManage

Metadata Field When Required Supported Values Description Example Job Optional createormodifyworkspace Represent the job type Unique Metadata Fields Mandatory String/Integer The fields within CAM that are set as unique Best practice: Set the unique metadata field to a field that is unlikely to change during the life of the matter/project (eg SystemId). Other metadata fields such as Client and Matter can be set as unique within CAM, but if these values are changed at a later point, a new workspace may be created (see the opening notes for further details on the Create Workspace process) Other Metadata Fields Recommended Dependent on Metadata Field These are the metadata values you want to apply to the Workspace and folders To download sample, sample create workspace in iManage.csv, click Here Systems Mandatory imanage Represent the system you wish to create a Workspace in This replaces the ‘CreateInIManage’ column, although this other column is still supported. If you use the CreateInImanage column instead, the supported values are 1 (true) or 0 (false) Server Optional String Although this parameter is required for workspace provisioning, it is not mandatory to include it in the script. If not included, CAM will use the default server set within External System Configuration Database Optional String Although this parameter is required for workspace provisioning, it is not mandatory to include it in the script. If not included, CAM will use the default database set within External System Configuration Template Recommended CAM Template Name If not included, CAM will use the default Template set within External System Configuration NoTemplate Optional 1 (true) or 0 (false) Only use this field if you want to create a Workspace without a template DefaultSecurity Recommended Private, Public or View The default security of the workspace. If not included, CAM will use the default security set within External System Configuration Security Optional String The format for the security column: [useremail] | {allow or deny=true or false] # [expiration date] * [role] $ [isGroup=true or false] Roles are defined as the roles mapped with the source system here: CAM also supports the following parameter setting for the matter/user/group security: @MatterTeam@/@userid@/@groupid@ Examples are as follows: Users: Adding an Admin ( iManage Full Access) bob.bradely@demofirm.com|true#23/12/2019*Admin$true Adding an Editor (iManage Read/Write access) firstnamelastname2@firmname.com|true#null*Editor$true Adding a Watcher (iManage Read only) firstnamelastname3@firmname.com|true#null*Watcher$true Denying Access (iManage No Access) firstnamelastname4@firmname.com|false#null*Deny$true Groups: For example, adding an editor group PartnersGroup|true#11/3/2021*Editor$true Note: Dates are based on your system setting found here: Admin->Settings. If multiple entries are included in this column, separate each entry by a comma: firstnamelastname@firmname.com|true#null*Admin$false,Group4|false#null*Deny$true WorkspaceName Optional String If not included, CAM will use the default Workspace Name set within External System Configuration Userid Optional String iManage UserID or UserEmail. Note: iManage requires userid’s be encased in %%. Like %alexey.marcus% AddToMyMatters Optional iManage UserID or UserEmail This field adds the workspace to a user’s My Matters section in iManage ALEXEY.MARCUS or alexey.marcus@demo-firm.com AddtoFavourites Optional Integer This field adds the workspace to My Favourites. Note: The csv parameter is in fact spelled: AddtoFavourites 1= enabled, 0= disabled Category Optional String This column is used for the My Matter Category you want to add the Workspace to (applies to the users specified in AddToMyMatters). If category does not exist, then CAM will create it. To add the Workspace to a sub-category, use the below format: Category/Second level/Third level/ etc Folder 1 or Folder 1/Folder 2/ Folder 3 CategoryId Optional (Alternative to Category) String Adds the workspace to the existing My Matter category ( to be use instead of Category). Please note, you can surface Workspaces in a User’s My Matters category, but if you want them to have access to the workspace, ensure that they are included in the Security field above Queue Optional 1 Include this column if you use the same CSV/script again with no changes to the values documentonly Optional- Needed for folders for documents only Bit- 1,0 Use this metadata to set on folder/workspace creation if it has documents only inside it. You can also use it to search documents only. documentonly=1 Sample CSV To view the sample CSV, click here

CSV Parameters for NetDocuments

Metadata Field When Required Supported Values Description Example Job Optional createormodifyworkspace Denotes the job type Unique Metadata Fields Mandatory String/Integer The fields within CAM that are set as unique Best practice: Set the unique metadata field to a field that is unlikely to change during the life of the matter/project (eg SystemId). Other metadata fields such as Client and Matter can be set as unique within CAM, but if these values are changed at a later point, a new workspace may be created (see the opening notes for further details on the Create Workspace process) Other Metadata Fields Recommended Dependent on Metadata Field These are the metadata values you want to apply to the Workspace and folders To download sample, sample create workspace in NetDocuments.csv, click Here Systems Mandatory netdocuments Denotes the system you wish to create a Workspace in This replaces the ‘CreateInNetDocuments’ column, although this is still supported. If you use this column instead, the supported values are 1 (true) or 0 (false) Repository Optional String Although this parameter is required for workspace provisioning, it is not mandatory to include it in the script. If not included, CAM will use the default repository set within External System Configuration CabinetName Optional String Although this parameter is required for workspace provisioning, it is not mandatory to include it in the script. If not included, CAM will use the default Cabinet set within External System Configuration Cabinet Optional String Cabinet ID If not included, CAM will use the default cabinet set within External System Configuration Template Recommended CAM Template Name If not included, CAM will use the default Template set within External System Configuration NoTemplate Optional 1 (true) or 0 (false) Only use this field if you want to create a Workspace without a template Security Optional String – see example The format for the security column: [useremail] | {allow or deny=true or false] # [expiration date] * [role] $ [isGroup=true or false] Please see the How To video for more details. The Token user must be listed as an Admin in the Security string. This column assigns user/group access level. E.g. bob.bradely@demofirm.com|true#23/12/2019*Admin$false Note: Dates are based on your system setting found here: Admin->Settings. Group: Partners|true#11/3/2021*Editor$true If multiple entries are included in this column, separate each entry by a comma and save the file as tab delimited. CAM will recognize a tab-delimited file when uploading as a CSV file in the Jobs tab. WorkspaceName Optional String If not included, CAM will use the default Workspace Name set within External System Configuration Queue Optional 1 Include this column if you use the same CSV/script again with no changes to the values

Create CSV Parameters

Metadata Field	When Required	Supported Values

Metadata Field	When Required	Supported Values
job	Required	createormodifyfolder
uniquesystemworkspacecolumns	Required	ClientId=Corporate1&MatterId=Corp
foldername	Required	Pleadings
type	Required	folder
createiniManage	Required	1
foldermetadata	Optional	Description=Pleadings&Authorid=Harryb
parentfolderpath	Optional	Correspondence/Discovery
template	Required	LitigationFolders

Sample CSVs

File	Description

File	Description
	Creating a Folder
	Creating a folder in iManage with a large variety of metadata.
	Creating a workspace in NetDocuments with Cabinet.
	Applying Declareasrecord to document in Netdocuments.
	Applying Declareasrecord to document in iManage.
	Applying Undeclare to document in Netdocuments. Important for NetDocuments users: In NetDocuments, there is not an option to unlock a document version that has been locked using the lock version option. As such, there is no option to undeclare the locked version of a document, meaning once it is locked, it will always be locked.
	Applying Undeclare to document in iManage.
	Using AddFolders=1 to enable adding missing folders during Creation
	Using AddFolders=0 to disable adding missing folders during Creation
	Move or Copy a document job
	Move a workspace job
	Move or copy a folder job

Note: If you plan to set workspaces with no templates in the Workspace Wizard or CSV Import, you will need to setup a metadata field for NoTemplate in CAM.

This format would be:

Metadata name= NoTemplate
Type= boolean
Value= 1 if you want to set no template. 0 if you want a template set.

Learn how to create your own CSV/TSV files with a Text Editor or Excel.