Jobs

Upload CSVs

You can also upload a job from this tab. Click the Upload CSV button and browse and select the file to be uploaded.

It allows uploading 25 CSV files at a time and file sizes not more than 50KB. The execution status of each file upload is displayed.

Job Tab Information

Column Name	Description

Column Name	Description
Checkbox	Check the box to select a job, or multiple jobs, to run an action.
Job	This columns lists the status of the job in the upload process in the external system. Hover your cursor over the external systems logo to view the external system name. The upload process is categorized in the following stages: Data Upload - This status is indicated when a job is uploaded via the Data Uploader or the Workspace Wizard, Upload Users or the Jobs tab> Upload CSV button. Modify Workspace - This status is indicated when a job is successfully uploaded and the modify process is initiated (for matters with same client and matter ID, or users & groups details updated) Create Workspace - This status is indicated when the workspace creation process is initiated in NetDocuments and iManage. ( with a new client and matter ID) Create Group - This status is indicated when a new user group creation is initiated in CAM. Create User - This status is indicated when the process to add a new user in CAM is initiated.
Job Description	This column displays the name of the workspace, matter and/or client updated in the external system. Click on the link to modify the workspace parameters.
Link	Click the Link to open the external system login page.
Status	This column displays the status of the job. Click on the column name to view the count of the jobs against each status. The job status is categorized as: All - Displays the count of all jobs in all statuses Completed - Displays the count of jobs successfully completed In Progress - Displays the count of jobs in progress. (generally displayed when a job is uploaded) and jobs have unprocessed background jobs. Queued - Displays the count of jobs in queued up for the next process Pending - Displays the count of jobs in pending status Error - Displays the count of failed jobs Waiting for Confirmation: If bulk jobs are submitted and need confirmation, this status displays. Click the Confirm Bulk Jobs button.
Created Date	Displays the job creation date
Completion Date	Displays the completion date for the job
Action	Open Click on the above icon to view the Instance Log for the job or retry a job.
Created By	Displays the user who created the job. This parameter currently only works for the following jobs: Create/Update Group for Office/iManage/CAM Delete Group iManage Manage Project Team Update Group Membership Modify Workspace for iManage/NetDocuments Modify Workspace Security NetDocuments Modify Group Security Office Create Folders for iManage/NetDocuments Generate Template for iManage/NetDocuments Create User from UI NetDocuments/iManage/Office (M365) Create Tab jobs (M365) OneNote jobs (M365) Planner jobs

Generate CSV sample

This option allows the creation of a CSV Sample.

1. Click on the Jobs Tab Action menu, and select Generate CSV Sample.

2. Open

   

   Specify the following details:

   1. Which System do you want to use? Select from the drop-down. This is a mandatory field.

   2. What action do you want to do? Select from the drop-down. Available actions are: Create Workspace, Add Folder, Delete Folder, Create Teams, Update Security. This is a mandatory field.

   3. Select a template.

3. Click Generate CSV. The button will remain disabled until the system and action are selected.

4. Click Download.

Notification

This option allows notifications to be set for a job.

1. In the Roles tab in Account Management, enable the permission to Enable Job Notification.

2. Click on the Jobs Tab Action menu, and select Notification.
   
   

3. Enter the notification details.

   1. Notification name

   2. Type of jobs for Completed or Errored.

   3. Email template selection

   4. Frequency

   5. CAM users to send to

4. Click save. The notification will run for those jobs.

Link to Workspace

This option allows you to link workspaces from iManage, NetDocuments to CAM.

1. In the Roles tab in Account Management, enable the permission Link To Workspace.

2. Click the above icon in the top right corner and select Link to Workspace.

3. Enter the workspace details

   1. System

   2. Repository

   3. Workspace ID (SystemId from the system)

4. Click Search.

5. Based on query fields entered, it lists workspaces, not on CAM.

6. Navigate to all workspaces using the Previous Page and Next Page buttons.

7. Either select a specific workspace/s or select the Select All radio button and click Next.

8. Select either Link all workspaces by query or Link only selected workspaces.

10. Select the template from the dropdown of the templates list.

11. Select Skip Workspace Structure to avoid copying folder structure to CAM, default it's No.

12. Select Skip Workspace Security to skip linking the security in CAM, default it's No.

13. Select Link Metadata Values to link Metadata in CAM, default it's No.

14. Click Submit to link workspaces to CAM.

15. The Job will be created for each linked workspace and listed in the Jobs tab.

Find/Replace/Retry

This new option allows the user to find an existing job and either replace the job or retry the job.

1. In the Jobs tab, select the Action menu.

2. Select the Find Replace and Retry button.

3. Type in the attribute name to search, and the value of it.

4. Select Job Status and Job Types, this allows multi-select.

5. Click Find. This will find and display the number of instances where the value was found.

6. To replace the values, enter the New Value, and click Replace and Retry. This will replace the value in all instances that were found and retry those jobs.

7. A new job called Replace and Retry Jobs will appear in the Jobs tab.