Create Workspace/Folder/Docs
Columns | Description | Supported Values |
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Workspacename | Allows to setup the workspace name as formatted. Required for workspaces/folders |
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CreateFolder | If there is no relation to the template or not a folder added through the template, use this to create the folder. |
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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. |
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
CSV Parameters for NetDocuments
Create CSV Parameters
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 |
---|---|
| 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 |