Create Workspace/Folder/Docs

1 CSV Parameters for iManage
2 CSV Parameters for NetDocuments
3 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.
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

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	If not included, CAM will use the default server set within External System Configuration
Database	Optional	String	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: Source System Integration \| Role Permission Mapping 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#23/12/2019Admin$true* Adding an Editor (iManage Read/Write access) firstnamelastname2@firmname.com\|true#nullEditor$true Adding a Watcher (iManage Read only)* firstnamelastname3@firmname.com\|true#nullWatcher$true Denying Access (iManage No Access)* firstnamelastname4@firmname.com\|false#nullDeny$true Groups:* For example, adding an editor group PartnersGroup\|true#11/3/2021Editor$true Note: Dates are based on your system setting found here: Admin->Settings. If multiple entries are included in this column, separate each entry by a comma: firstnamelastname@firmname.com\|true#nullAdmin$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.
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.	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

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	If not included, CAM will use the default repository set within External System Configuration
CabinetName	Optional	String	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.	This column assigns user/group access level. E.g. bob.bradely@demofirm.com\|true#23/12/2019Admin$false* Group: Partners\|true#11/3/2021*Editor$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

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.
	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

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