Layout
You can customize the Directory tab layout and content of the workspace search form. The Layout header displays the tabs available
Forms
Click this tab to configure the form layout for Matter Profile and the bulk profile update form for Workspace - Analytics, Folder- Analytics, Document-Analytics, and more.
Click the Add Form button in the top right corner
In the Add Form window, add information in the provided fields, based on the table below, then click Save.
Column Name | Description |
---|---|
Form Name | Enter a name for the form. This name is displayed in the Forms layout tab. |
Form Type | Select the form type. Based on the type selected here the form will be available for selection in the Analytics tab when executing a query against Document, Folder, or Workspace. |
Where to be displayed? | Select where the form will be displayed. These forms can be displayed on the Matters, Analytics, Generate-Template wizard, Documents or Workspace tab. |
Click Add New to add metadata. Read here for detailed instructions to add metadata. | |
Access | Allows you to add users/groups that can access the form created here. Click Add New to add the access details.
|
Edit Forms | In the Forms Tab, click the Edit button in the far right column. The following Edit Form window is displayed -
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The following types of forms can be displayed on a per-user basis in the User interface of CAM:
Document tab
Workspace tab
Matter Metadata tab
Document Profile Update wizard
Workspace Profile Update wizard
Folder Profile Update wizard
Link workspaces from iManage, NetDocuments to CAM (Jobs Tab -> Hamburger sign -> Link to Workspace)
Edit Name and Profile command on the iManage Work Web and Desksite
After setting the access of the forms a user can access, if there are multiple forms of one type a user can access, upon going to the page, there will be a dropdown for the user to select which form to display on the upper right of the page.
Out of the box Forms
The following forms will be automatically loaded upon tenant creation.
Matter Profile (on the Directory tab Metadata option)
Workspace Analytics (on the Update Profile option)
Folder Analytics (on the Update Profile option)
Document Analytics (on the Update Profile option)
Document Search
Workspace Search
Generate Template
Configuring the Document Number size
The Document number is now customizable in the Service Desk to expand its character limitation. By default, the character type is a string, with a limit of 17,500.
To modify this further:
Go to Administration -> Layout Configuration
Add/Edit a form layout
Check the 'Where to be displayed' section.
If the 'Where to be displayed' Section is either 'Document - Search' or 'Workspace - Search' you will have a new Type when you add or edit a metadata field - 'Text Area'.
Change the fields you want to support a large number of character input to 'Text Area'.
To test, Go to the Documents/Workspace tab.
The fields with the type of 'Text Area' should be displayed the same way as a simple String input (TextField).
Required Permissions
Permissions | Allows User To |
---|---|
View Layout | View the layout option in Administration (Hides the Layout option) |
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