Template Editor

Info: For Template Editor usage for Office365 origins such as Sites/Planner/OneNote/Teams and channels, see: https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/672825373

Configure Template Editor

Template List

The left-hand pane of the editor displays a tree view of all folder templates. In a new installation of CAM, by default the following templates are available:

  • Corporate

  • Government Contracts

  • Legislative

  • Litigation

  • Matter-Init

  • Patent Prosecution and Counseling

  • Personal Workspace

  • Regulatory

  • Tax and Wealth Planning

  • Trademark, Copyright & Licensing

Click the > button next to the template to expand and view the folders. Options for Templates and Folders can be configured in the right-hand side pane.

Note: For iManage users adding metadata to templates, note that iManage requires userid’s be encased in %%. Like %alexey.marcus%

You can also use %% around SessionUserEmail like %Test@email.com%.

Configuring Template/Folder Availability

Template Options

  1. Select the template from the Template Tree in the left pane. The Template availability options are displayed in the right pane.

Field Name

Description

Field Name

Description

Default

Sets whether the template is default or not in the system. You can only have one default. The default template will have a green checkbox button next to it in other pages.

Basic

Enter a custom name for the template.

Select the applicable external system from the Select System drop-down. This will ensure all the metadata from the selected external system is available to apply to the folders within the template.

Availability

Specifies from which CAM dialogs the template will be available for selection

Metadata Filters

Based on the filters specified here, the template will be available for selection in the Manage Folder dialog when the metadata of the selected workspace or folder matches the value added here.

  1. Click the Add Filter button. To assign a metadata, either click the drop-down menu and select from the list or manually enter the value, which will auto-complete if it is assigned in Administration>Metadata.

  2. Set a default value for the metadata filter and click Save.

  3. To delete a added filter click the Remove button.

For iManage users adding metadata, note that iManage requires userid’s be encased in %%. Like %alexey.marcus%

You can also use %% around SessionUserEmail like %Test@email.com%.

Folder Options

Field Name

Description

Field Name

Description

Basic

Enter a custom name for the folder.

  • Clicking on the name of the folder of the template allows to set the name to be displayed as a column(s). (NetDocuments allows this feature)

    • 1 column

    • 2 columns

  • Refresh the page to take effect.

Folder Type

Select the Folder type to be added under the Template. Read here for more details.

Note: The folder types are filtered based on the system the template is associated to.

Show as

Specifies the behavior of the check box that precedes a folder in the Manage Folder dialog. Additionally, folders marked as Required cannot be deleted by users.

  • Checked - Checked by default, but users are allowed to uncheck it.

  • Required - Checked by default, and users are not allowed to uncheck it

  • None - Unchecked by default, and users are allowed to check it.

Consider the following scenarios:

  • While adding a new folder, if the user selects: Show as None and Prefix/Suffix None then Availability is set to All

  • While adding a new folder, if the user selects: Show as None and Prefix/Suffix (Other than None) then Availability is set to On Demand Folder Creation.

To manually change the availability of a folder already created:

  • On the Basic screen, if the user selects: Show as None and Prefix/Suffix None then Availability is set to All => The user is able to change manually to Workspace Creation Only or On Demand Folder Creation.

  • On the Basic screen, if the user selects: Show as None and Prefix/Suffix (Other than None) then Availability is set to On Demand Folder Creation => The user is able to change manually to Workspace Creation Only or All.

Notes:

  • After creating a Folder, if a user changes the availability manually and selects: Show as None and Prefix/Suffix None then Availability will not change to All => It will not change until a user manually changes it.

  • After creating a Folder, if a user changes the availability manually and selects: Show as None and Prefix/Suffix (Other than None) then Availability will not change to On Demand Folder Creation => It will not change until a user manually changes it.

Prefix/Suffix

Specifies how users can customize the name of the folder.

  • Allow Prefix - Users can add custom text to the beginning of the folder name.

  • Allow Custom Name - Users can assign a custom name to the folder.

  • Allow Suffix - Users can add custom text to the end of the folder name.

  • None - Users cannot make changes to the folder name.

Default Security

Sets the default security for the folders on a template, to Public, View or Private. For iManage, this option will display by default. This is available for NetDocuments, iManage and Office365. This option is available in CSV too.

Note: When default security of folders/subfolder which has ACL attached, is changed from 'Public, Private, or View' to Inherit in the existing Template and applied to created folders, security is changed to Private with no change to attached ACL.

Security

Assign security to the folder to locks down the folder to specific users or groups. If access to a folder is denied here to a user/group, they cannot view the folder in the workspace.

  1. Click the Security tab in the right hand side panel.

  2. Click the New Member button. In the Add Member window, select the radio button to assign security to a User or Group.

Note: Template editor provides an option to specify external user email.

  1. Based on the selection, select the User or Group from the drop-down. To assign a user/group, either click the drop-down menu and select from the list, or manually enter the value by clicking the plus sign, which will auto-complete if the user is assigned in Administration>Users and Groups

  2. Select the radio button to allow or deny permission to the user/group.

  3. Select the Role to be assigned to the user.

  4. Click Submit.

Dynamic Security

Security can be set by using comma separated variables of the metadata to pull from to set security. For example @custom7@, workspace.@custom1@, or @groupid@ can be used to pull the object to apply the security to the workspace, folder, or document.

Note: Irrespective of the Role assigned to the user here, access to the NetDocuments cabinet is granted only if the user has default access to the cabinet, where the template is applied to create a workspace.

Order

Displays the order of which to set. This order is used by default.

When reapplying a template that tabs reordering will not be carried over at this time for existing tabs/channels.

Metadata

Folders defined in a template can be assigned metadata. The values of the folder metadata can be defined using variables that are replaced with the workspace's metadata upon creation of the folder. (For e.g. for folder description, CAM uses the metadata values of ClientId and MatterId as @ClientId@@MatterId@). The metadata value at run time is replaced with the actual workspace value. Metadata added to search folders are treated as search parameters.

Note: When creating a workspace with a template having folders/sub-folders with metadata set as owner & value as @SessionUser@, the owner will be the user used to log in to CAM. If owner Metadata is not set on the folder with the placeholder @SessionUser@, the owner will be the user for which a token has been generated in CAM's external system configuration for the iManage server.

  1. The Metadata tab here displays all the metadata assigned to the folder. Click the Edit button to update the metadata.

  2. Click the New Metadata button to add new metadata to the folder. Click the drop-down menu and select from the list or manually enter the value, which will auto-complete if it is assigned in Administration>Metadata.

  3. Set a default value for the metadata filter and click Save. The drop-down displays all value(s) assigned to the metadata in Administration>Metadata>Manage.

    4. Click the above sign to add a new metadata value. In the New Metadata Value dialog, enter the Metadata ID and the Description. Click Save.

If a metadata mapping was created with “Key only” multivalues on the metadata will be disabled, and only one key can be used.

To use multivalues, select “Key and Description”.

Read about Metadata Mapping here.

Metadata Use Cases

  • The user can add the same metadata values multiple times to one field. This will take the values as an OR statement. E.g. ClientId= 'Apple' or 'Amazon' or 'Apple' would be adding values Apple and Amazon to the field Client.

  • An AND search is all the parameters used on the template. For example, it can be ClientId=”Apple”, “Amazon” and AppType=”Application”

Note: The metadata available for selection here is determined by the external system selected for the template.

iManage requires userid’s be encased in %%. Like %alexey.marcus%

Availability

Specifies the folders levels at which the folder can be created.

  • All - Available for use at all folder levels, including workspace creation

  • Workspace Creation only - Available only during workspace creation

  • On Demand Folder Creation - Available only when using the Manage Folders at the level specified in the drop-down menu.

Info: If On Demand folder creation is selected, and Show as None is selected and a Prefix and/or Suffix is selected, the folder name will not be edited!

  1. Top Level Only - Top level of a workspace.

  2. Second level and below - All levels below the top level.

  3. Any level - All levels within a workspace.

Template (Hamburger) Menu

  1. Select the template in the left-hand pane and

  1. Click the above button in the row.

Action Menu Name

Description

Action Menu Name

Description

Config

Opens the Template Config panel.

Generate Template

Opens the Generate Template dialog in the left hand side pane.

Import Templates

Opens the Import Templates dialog. Importing templates allows users to import templates from CAM from another CAM system (as long as the metadata and systems are similarly connected).

Upload Templates

Opens the Upload Templates dialog. The Upload templates functionality allows firms that configured templates in Milan to upload the Milan folderTemplate.config xml file into CAM to recreate the templates in CAM. This way firms don't need to manually recreate all their Milan templates.

Once the upload is complete, the user should review the metadata on each folder to make sure the metadata is correct. They can also edit the foldertemplate.config file prior to uploading to remove any unnecessary folder level metadata such as @clientid@ and @matterid@.

Export Templates

Allows to export the templates.

Folder/Sub-Folder Menu

  1. In the left-hand pane, select the folder within the template.

  2. Click the  button in the row.

Action Menu Name

Description

Action Menu Name

Description

Add Folder

Opens the Add Folder dialog in the left hand side pane.

Add Metadata

Sub-folders within a folder can be assigned metadata. The values of the folder metadata can be defined using variables that are replaced with the workspace's metadata upon creation of the folder. (for e.g. for Matter metadata the value can be defined as @Matter@). The metadata value at run time is replaced with the actual workspace value. Metadata added to search folders are treated as search parameters.Variables are case insensitive so users can use @ClientId@ and @clientid@ equivalently without issue.

Note: When creating a workspace with a template having folders/sub-folders with metadata set as owner & value as @SessionUser@, the owner will be the user used to log in to CAM. If owner Metadata is not set on the folder with the placeholder @SessionUser@, the owner will be the user for which a token has been generated in CAM's external system configuration for the iManage server.

  1. Select the Add Metadata option from the drop-down.

  2. In the Add Metadata window, select the Metadata name. To assign metadata, either click the drop-down menu and select from the list or manually enter the value, which will auto-complete if it is assigned in Administration>Metadata.

  3. Set a default value for the metadata filter and click Save. The drop-down displays all value(s) assigned to the metadata in Administration>Metadata>Manage.

  4. Click the above sign to add a new metadata value.

  5. In the New Metadata Value dialog, enter the Metadata ID and the Description.

  6. Click Save.

The dialog displays the format and sample the new metadata needs to be entered.

Note: Parameters accepted format is parameter=@parameter@ Example clientid=@clientid@

Scenarios for Metadata:

  • The user can add the same metadata values multiple times. This will take the values as an OR statement. E.g. Metadata Client= 'Apple' or 'Amazon' or 'Apple'

  • The user can add different metadata values. The statement would be considered an AND statement. E.g. Metadata Department='Litigation' and 'Corporate'

Note: The metadata available for selection here is determined by the external system selected for the template.

When you configure multiple servers for iManage and multiple regions for NetDocuments, the following optional fields appear when you add metadata: Repository and database.

Metadata Scenarios with Multiple Servers and Regions:

  • If you do not specify a repository or a database, the values will be retrieved from the default repo and database.

  • If you choose a repository but do not choose a database, the values will be retrieved from the repository's default database.

  • If you select both the repository and the database, the values will be retrieved from the latter.

Note: The Metadata Scenarios with Multiple Servers and Regions are applicable only for iManage, NetDocuments, and M365.

Delete

Opens the Configure Template Editor dialog. Click the Delete button to delete the folder.

Move/Copy Folder

Opens the Move/Copy Folder dialog.

Save as new folder

Allows to save the folder as a new folder within the template.

Create New Template

  1. Click the button for Create Template displayed in the Template List pane.

  2. In the Create New Template window enter a name for the template.

  3. Click on Create. The new template is added and displayed in the left-hand pane.

  4. Once the template is created, the system will generate a unique template ID that cannot be edited.

Note: During the creation of workspace through CSV, specify TemplateID for selecting a specific template.

Keep the number of templates in check. When there are too many templates to work with, the Templete Editor may take longer to load resources or transition from screen to screen. As a general rule, it is recommended that users keep their templates in check to make sure each one has a purpose and that unused ones are deleted.

Edit Template

Allows users to edit/update the template name after the creation of the template.

  1. Select the template from the template list.

Fields

Description

Template ID

Displays template name, cannot edit/update.

Note: Unique template Identifier

Template Title

Allows to edit Template Title.

The title is displayed in the manage folder and job center.

Select System

Select system name from the drop down.

  1. Click Save.

Searching Templates

The Search bar is located at the top of the page. You can search by the Template Name or by the External System or by both.

  1. Enter the template name.

  2. Select the external system from the drop-down.

All the matching templates are auto-filtered and displayed in the Template list pane on the left-hand side of the page.

Add Folders to Templates

  1. Select the template and click the below button in the row.

  2. Click Add Folder.

  3. Click Save.

Adding Items to Document Folders

Add SubFolders to Folders

  1. Select the folder within a template and click the  button in the row.

  2. Click Add Folder.

  3. Click Save.

Add Metadata

  1. Select the folder within a template.

  2. In the right-hand side Documents pane, click the Metadata tab.

  3. In the Add Metadata, select the metadata name from the Name drop-down menu.

  4. Either select a value from the Metadata value drop-down menu or enter a variable.

  5. Click Save.

Configure Folders Templates

Folder Types

The folder type options can be set in the Basic tab.

  1. Select a folder within a template or a sub-folder within a folder.

  2. In the right-hand side Documents pane>Basic tab, from the Folder Type drop-down, select the relevant folder type option. The folder types available in the drop-down are filtered based on the system the template is associated with. (see table below). Based on the folder type selected, the folder button is updated against the folder in the Template Tree.

The following screen displays the template tree structure where the user can see the folder button to identify the folder type.

The following folder type options are available:

Folder Type

button

Folders Available for Supported Systems

Folder Type

button

Folders Available for Supported Systems

Folder

iManage, NetDocuments, Office365 OneDrive Tab and OneNote

Tab

iManage

Site

O365

Channel

Office365

Team

Office365

Group

Office365

Saved Search

NetDocuments

Search Folder

iManage

Folder Menu

  1. In the left-hand pane, select the folder within the template. Click the  button in the row.

Action Menu Name

Description

Action Menu Name

Description

Add Folder

Opens the Add Folder dialog in the left hand side pane.

Add Metadata

Sub-folders within a folder can be assigned metadata. The values of the folder metadata can be defined using variables that are replaced with the workspace's metadata upon creation of the folder. (for e.g. for Matter metadata the value can be defined as @Matter@). The metadata value at run time is replaced with the actual workspace value. Metadata added to search folders are treated as search parameters.

Note: Variables are case insensitive so users can use @ClientId@ and @clientid@ equivalently without issue.

  1. Select the Add Metadata option from the drop-down.

  2. In the Add Metadata window, select the Metadata name. To assign a metadata, either click the drop-down menu and select from the list or manually enter the value, which will auto-complete if it is assigned in Administration>Metadata.

  3. Set a default value for the metadata filter and click Save. The drop-down displays all value(s) assigned to the metadata in Administration> Metadata> Manage.

  4. Click the above sign to add a new metadata value.

  5. In the New metadata value dialog, enter the Metadata ID and the Description.

  6. Click Save.

The dialog displays the format and sample the new metadata needs to be entered.

Note: Parameters accepted format is parameter=@parameter@ Example clientid=@clientid@

Metadata here supports multiple metadata values by comma separating here. This will implement the IN clause.

Scenarios for Metadata

  • The user can add the same metadata values multiple times. This will take the values as an OR statement. E.g. Metadata Client= 'Apple' or 'Amazon' or 'Apple'

  • The user can add different metadata values. The statement would be considered an AND statement. E.g. Metadata Department='Litigation' and 'Corporate'

  • The user can add different metadata values within a set. The statement would be considered an IN statement. E.g. Metadata Department IN( 'Litigation', 'Corporate')

Note: The metadata available for selection here is determined by the external system selected for the template.

Delete

Opens the Configure Template Editor dialog. Click the Delete button to delete the folder.

Move/Copy Folder

Opens the Move/Copy Folder dialog

Save as new folder

Allows to save the folder as a new folder within the template.

Create a New Template

  1. Click the button for Create Template displayed in the Template List pane.

  2. In the Create New Template window enter a name for the template.

  3. Click Create.

The new template is added and displayed in the left-hand pane.

Searching for Templates

The Search bar is located at the top of the page. You can search by the Template Name, External System, or both.

  1. Enter the template name, and select the external system from the drop-down. All the matching templates are auto-filtered and displayed in the Template list pane on the left-hand side of the page.

Add Folders

  1. Select the template and click the below button in the row.

  2. Click Add Folder.

  3. Click Save.

Search Folders

Allows users to create a saved search folder.

  1. Select a folder within a template or a sub-folder within a folder.

  2. In the right-hand side Documents pane, in the Basic tab, type information in the provided fields, based on the table below.

Field Name

Description

Field Name

Description

Folder Name

Enter a custom name for the folder.

Folder Type

Select the Saved Search folder type to be added under the Template

Search Query

Enter a search query to be executed within the workspace. All documents that match the search query will be included in the Saved Search folder.

Tip: Mouse hover on Examples to view the document types that can be queried.

Show as

Specifies the behavior of the check box that precedes a folder in the Manage Folder dialog. Additionally, folders marked as Required cannot be deleted by users.

  • Checked - Checked by default, but users are allowed to uncheck it

  • Required - Checked by default, and users are not allowed to uncheck it

  • None - Unchecked by default, and users are allowed to check it.

Prefix/Suffix

Specifies how users can customize the name of the folder.

  • Allow Prefix - Users can add custom text to the beginning of the folder name

  • Allow Custom Name - Users can assign a custom name to the folder

  • Allow Suffix - Users can add custom text to the end of the folder name

  • None - Users cannot make changes to the folder name

  1. Click Save.

For iManage users: when configuring the Metadata of Search Folders for Database searches, it is possible to select multiple values. For example, if a user wants set the scope on the search folder to 'All' databases, or 1 out of 3.

  • All databases selected:

  • One database selected:

 

Add Email Folders

  1. Select the template and click the  button in the row.

  2. Click Add Folder.

  3. Now select the newly added folder.

  4. In the right-hand Documents pane, in the Metadata tab click New Metadata.

  5. In the Add Metadata dialog, in the drop-down for Name select Email, and in Metadata value add the desired format for the email address. For e.g. @clientid@_@matterid@_email@prosperoware.com

Note: Email must be added as metadata in the Administration>Metadata tab to make it available for selection here.

  1. Click Save to add the metadata to the folder.

Once the folder is provisioned the external system will append the database name to the email address automatically.

Adding Search Folders

  1. Select the template and click the below button in the row.

  2. Click Add Folder.

  3. Select the newly added folder.

  4. In the right-hand Documents pane, in the Metadata tab click New Metadata.

  5. In the Add Metadata dialog, in the drop-down for Name select Client, and in Metadata value,

    click the sign and enter @ClientId@.

  6. Similarly, add metadata value for the matter. In the drop-down for Name select Matter and in Metadata value,

    click the sign and enter @MatterId@

The dialog displays the format and sample of the new metadata that needs to be entered.

Note: The parameters accepted format is parameter=@parameter@ Example clientid=@clientid@

Note: Client and Matter must be added as metadata in the Administration>Metadata tab to make it available for selection here.

  1. Click Save to add the metadata to the folder.

The metadata values are now set as search criteria for the search folder. The search folders will return items that match the client and matter values of the selected workspace.

Note: 

  • For iManage only, search folders can have multiple metadata records.

  • Specify at least one metadata in search folder on cloud server while creating workspace.

Planner/OneDrive/OneNote/Tab

Allows you to configure Teams App through Template Editor using JSON. For more information on configuring Team apps, click here

Adding Items to Document Folders

Adding SubFolders

  1. Select the folder within a template and click th below button in the row.

  2. Click Add Folder.

  3. Click Save.

Adding Metadata

  1. Select the folder within a template.

  2. In the right-hand side Documents pane, click the Metadata tab.

  3. In the Add Metadata, select the metadata name from the Name drop-down menu.

  4. Either select a value from the Metadata value drop-down menu or enter a variable.

  5. Click Save.

Dialogs

In CAM while applying Security or Metadata on folders, users need to confirm to update the security or metadata of all documents in a folder.

Note: You cannot create metadata values in Template editor, to create metadata values click here.

Click here to check refile details.

Adding Metadata to Office 365 Channel and Tab Names

Metadata Application

CAM allows you to apply metadata to the name of an Office 365 Channel and/or Tab. To do this, use the below format:

{{metadata}}.

 

Please note: Channel names are limited to 50 characters, they can't contain ~ # % & * { } + / \ : < > ? | ' " , .. characters and they also can't start with an underscore (_) or period (.), or end with a period (.)"

Tabs are restricted to 127 characters.

Apply to Workspace

Allows users to apply changes in a folder template to existing workspaces that were created from that template.

A list and count of all the existing workspaces along with the System and database name created with the selected template are displayed, as follows.

  1. If the user wants to update metadata, they’d check box 3.

Fields

Description

Fields

Description

Select All

To select all the workspaces, after selecting this option you can see Clear All to clear all selected workspaces. Click the Filter button to search the specific workspace.

Workspace Name

Display the workspace names that are associated with the Template.

Server

Display the server where your workspace has been created.

Database/Cabinet

Display the database or cabinet name.

System

Display the system. Click the Filter button to search the specific system.

Options

These allow specific apply to workspace commands.

Note if you just change the name, do not check a box.

  • Add Folders

  • Delete empty folders

  • Update metadata

  • Update security

  • Update folder name

  1. The workspaces selected here will be updated with the new template changes.

  2. Click Next. The following screen opens.

Note: You can see  Submit on the last page of dialog and will prompt a confirmation message based on options selected that the workspace will be changed. Click yes if you are sure to go forward with the change.

Options

Description

Options

Description

Add Folders

Folders not present in workspaces created from the selected template are added. This option is only effective for templates used for workspace creation. Folder is added along with the security and metadata of the new folder. A warning message will appear to intimate the process.

Delete Empty Folder(s)

Allows the user to removes empty folders from the selected workspace.

a. Do you want to delete the search folders too? : Selects Yes to remove empty search folders from the selected workspace or selects No to keep empty search folders rom the selected workspace.

A warning message will appear.

Note: This option is enabled only on iManage.

Update Folder Name

Select this to update the folder name. This also can update on demand folders.

Update Metadata

For iManage and Netdocuments:

A message will appear to confirm 'Do you want to update the metadata of all documents'. If select Yes,

  1. Add/Update Metadata on Folder, Sub-folders and Documents for inherited and non-inherited folders.

  2. It will rename folder and sub-folders(if changed)

For rest of the external systems:

Any metadata configured in the template are re-applied to the workspaces and folders created from the selected template.

Update Security

For iManage and Netdocuments:

A message will appear to confirm 'Do you want to update the security of all documents in a folder?'. If select Yes, then only folders with unique security will be refiled. If a document default security is more secured than the folder then the document will be skipped e.g. document default security is private but the folder is public.

For rest of the external systems:

Any security settings configured in the template are re-applied to the workspaces and folders created from the selected template.

Reason

An optional explanation for the changes to the template.

Apply to Teams

Allows users to apply changes in a folder template to existing teams that were created from that template.

A list and count of all the existing teams along with System and database name created with the selected template are displayed.

  1. To select all the teams, click the Select All link, and to clear click Clear Selection.

  2. To search specific teams, enter Team Name and/or System and click the Filter button.

The teams selected here will be updated with the new template changes.

  1. Click Next.

  2. On the last page of the dialog, click Submit, and a confirmation message will be prompted based on the options selected that the teams will be changed.

  3. Click yes if you are sure to go forward with the change.

Options

Description

Options

Description

Add Folders

Folders not present in workspaces created from the selected template are added. This option is only effective for templates used for workspace creation. Folder is added along with the security and metadata of the new folder. A warning message will appear to intimate the process.

Delete Empty Folder(s)

Any empty folders in workspaces that were created from the selected template are deleted. A warning message will appear.

Update Metadata

Any metadata configured in the template are re-applied to the workspaces and folders created from the selected template.

Update Security

Any security settings configured in the template are re-applied to the workspaces and folders created from the selected template.

Reason

An optional explanation for the changes to the template.

Apply Folder to Workspaces

Allows users to add the selected folder to the selected workspaces if it doesn't exist.

If the folder exists, it will be updated to the selected workspaces.

A list and count of all the existing workspaces along with System and database name created with the selected template are displayed.

  1. To select all the workspaces, click the Select All link, and to clear click Clear Selection.

  2. To search specific workspaces, enter Workspace Name and/or System and click the Filter button.

  3. Click Next.

On the last page of the dialog, the following options will be displayed.

Options

Description

Options

Description

Add Folders

Folders not present in workspaces created from the selected template are added. This option is only effective for templates used for workspace creation. Folder is added along with the security and metadata of the new folder. A warning message will appear to intimate the process.

Update Metadata

For iManage and Netdocuments:

A message will appear to confirm ' Do you want to update the metadata of all documents'. Select Yes to reapply metadata on documents and sub folders.

For rest of the external systems:

Any metadata configured in the template are re-applied to the workspaces and folders created from the selected template.

Update Security

For iManage and Netdocuments:

A message will appear to confirm 'Do you want to update the security of all documents in a folder'. Select Yes to reapply security on documents.

For rest of the external systems:

Any security settings configured in the template are re-applied to the workspaces and folders created from the selected template.

Reason

An optional explanation for the changes to the template.

  1. Click Submit and will prompt a confirmation message that this folder is to add to the selected workspaces.

  2. Click yes if you are sure to go forward with the change.

Save as a new Template

Allows users to create a similar template with copy template format along with folders/folder structure, metadata, etc… from an existing/selected template.

  1. Select the template from the template list.

  2. Select Save As New Template option. The Save As New Template dialogue box appears.

Fields

Description

New Template Name

Enter unique valid name. By default, it appends copy to the existing template name. User can change to new unique name.

Template name is valid!

Validates template name instantly, if exist throws an error “Template with the same name already exists!

System

Select system name from the drop down

Template preview

Displays the existing folder structure

  1. Click Submit to save the template or click Cancel to close the dialog.

Apply Folder to Teams

Allows users to add the selected folder to the selected teams if it doesn't exist.

If the folder already exists, it will be updated.

A list and count of all the existing teams along with System and database name created with the selected template are displayed.

  1. To select all the teams, click the Select All link, and to clear click Clear Selection.

  2. To search specific teams, enter Team Name and/or System and click the Filter button.

  3. Click Next.

Options

Description

Options

Description

Add Folders

Folders not present in teams created from the selected template are added. This option is only effective for templates used for teams creation. Folder is added along with the security and metadata of the new folder. A warning message will appear to intimate the process.

Update Metadata

Any metadata configured in the template are re-applied to the workspaces and folders created from the selected template.

Update Security

Any security settings configured in the template are re-applied to the workspaces and folders created from the selected template.

Reason

An optional explanation for the changes to the template.

  1. Click Submit and will prompt a confirmation message that this folder is to add to the selected teams.

  2. Click Yes if you are sure to go forward with the change.

Move/Copy Folder

Users can move the selected folder to another folder selected in the dialog.

  1. From the Templates down-field, select the template to move the folder. This drop-down will list all the templates created in the Template Editor. Once the template is selected, all the folders within the template are displayed in the Select Folders option.

  2. Select the template or a folder within the template as the destination folder. The selected template/folder name is updated in the Destination Folder field.

  3. Two options are displayed for the folder to be moved Copy or Move.

Option

Availability

Option

Availability

Copy

a. Select to retain the folder in the original template and create a copy of the folder in the selected template

Move

b. Select to move the folder from the original template to the selected template.

A user prompt is displayed to confirm updates to all workspaces using the template.

  1. Select Update to apply the changes to all the workspaces using the template.

  2. Click Back to return to the previous screen.

  3. Click Done to close the dialog window.

Note: You cannot move/copy to a folder with the same name.

Delete From Template

Allows deleting the selected folder from the template and provides the option to delete the empty folder from the workspace if the selected folder is not required at the folder or subfolder level.

  1. On clicking Yes, it provides the option to delete the folder from workspaces created with the selected folder.

  2. To select the workspaces, click Click here.

    1. This also displays the option to delete empty folders: Delete all empty folders created or linked from this template folder:

  3. Click Submit. The workspaces selected will be updated with the new changes and the folder will be deleted from the template.

Option

Availability

Option

Availability

Yes

Select to delete folder from selected workspaces if its empty.

No

Select to delete folder from template only and not to delete folder from the workspace

Note: You can delete only non required and empty folder/folder structures and search folder from the workspace.

You can not delete required folder, folder contains documents, and saved search from the workspace.

Delete From Workspaces

Allows deleting the selected folder from workspaces created with the selected folder.

  1. To select specific workspaces, click Click here.

  2. If the folder is selected from the external system, shows a confirmation dialog. The user has to type DELETE to allow deletion.

    1. This also displays the option to delete empty folders from linked workspaces: Delete all empty folders created or linked from this template folder:

  3. Click Submit. The workspaces selected will be updated with the new changes and the folder will be deleted from the template.

Option

Availability

Option

Availability

Yes

Select to delete folder from selected workspaces if its empty.

No

Not to delete empty folders from workspaces.

Note: You can delete only non required and empty folder/folder structures and search folder from the workspace.

You can not delete a required folder, the folder contains documents, saved search from the workspace

Delete From Teams

Allows deleting the selected folder from teams created with the selected folder.

  1. To select specific teams, click Click here.

  2. If the folder is selected from the external system, shows a confirmation dialog. The user has to type DELETE to allow deletion.

    1. This also displays the option to delete empty folders from linked teams: Delete all empty folders created or linked from this template folder:

  3. Click Submit. The teams selected will be updated with the new changes and the folder will be deleted from the template.

Option

Availability

Option

Availability

Yes

Select to delete folder from selected teams if its empty.

No

Not to delete empty folders from teams.

More Options

This menu option can be accessed from the top right corner of the Template Editor page.

  1. Click the   button to access the action menu.

Config

The options on this dialog control whether users can add personal folders at a specific folder level. To allow customization, toggle the Allow button to Yes. Click the Add Criteria button to add metadata to the filter.

  1. Select the metadata from the dropdown.

  2. Set the operator to filter on. Supported operators are: <,>,<=,>=, =, !=, contains, in.

  3. Type the metadata value desired. E.g. If filtering out Cabinets called NDMaster, set the following: Metadata=CabinetName, Operator= !=, Value= 'NDMASTER'. For the in operator, enter the comma-separated values (CSV).

  4. Based on filter criteria you can restrict or allow users to add personal folders from Manage dialog at Directory Tab -> specific matter -> external system

  5. Click Submit to save the configuration.

Options

Custom Folders Allowed At

Options

Custom Folders Allowed At

Level 1

Root level under a workspace

Level 2

Second level under a workspace

Level 3

Third level under a workspace

Level 4 and below

Fourth level and lower under a workspace

Export As JSON

  • This allows you to download the template configuration as a JSON file.

  • You can choose one or more templates to export them. Each template export will be a separate JSON file.

Import Templates

  1. Select this to import a template to CAM.

Importing templates requires an external system to be tagged to each template.

Options

Description

Options

Description

Duplicates

  • Import with different name and id - Select to import the file without overwriting the existing template. (in case there is a template with the same name and id)

System

Sets the external system for the template. All available licensed systems are present.

Select a file

Click the Upload button to browse and select a file for import.

Note: User can import up to 10 levels of subfolders.

Upload Template

The Upload Templates functionality allows firms that configured templates in Milan to upload the Milan folderTemplate.config xml file into CAM to recreate the templates in CAM. This way firms don't need to manually recreate all their Milan templates.

Once the upload is complete, the user should review the metadata on each folder to make sure the metadata is correct. They can also edit the foldertemplate.config file before uploading to remove any unnecessary folder level metadata such as @clientid@ and @matterid@.

  1. Click the Upload Template button in the top right corner of the page.

  2. Browse and select the template.

The new template is added and displayed in the left-hand pane.

Mapping Templates for ETL/Data Uploader

Templates can be mapped from the iManage structures to the Microsoft Teams Channel or folder structure and vice versa.

  1. When selecting To system as Office365 and from the system in iManage, the following options appear in ETL Configuration.

  1. How to Handle Team:

    • Create as Tab

    • Create as folder

    • Skip

  2. How to Handle Channels:

  3. Create as tab

    • Create or map to existing folders.

Selecting the map to the existing folders button allows mapping folder structure in the template panel, tab, and channels from a source template to the target template. They can be the same, or different.

Now the templates can be seen and used in Template Editor.

Note: subsites will be hidden from the advanced mapping window of Template Editor as they are not supported.

Generate Template Search Fields

  1. Click the Add Form button in the top right corner of the Layout tab from Administration.

  2. Type in the form name, and form location select Generate- Template, Entity type Workspace.

  3. Define the columns.

  4. Grant access to the roles or users for the form.

  5. Save.

WS Templates from Milan

The WS Template contains the information of the workspace and/or folder from Milan/iManage and the record in CAM.

Uploading the CSV will create a job for it. View the Jobs tab for details on the job.

Information typically stored in the WS Template:

What workspace the folder is being used on:

  • Database

  • FolderType

  • CreatedBy

  • ServerName

  • Isdeleted

  • PrefixorSuffixOrCustom

Sample WS Template CSVs

WSTemplate

CSV parameters

  • job: the Job to run the WS Template link. Value: LinkWorkspace.

  • UniqueSystemWorkspaceColumns: The necessary columns of the workspace. E.g. ClientId=1345. Is case insensitive.

  • Library: The database and library of the workspace/folder.

  • ObjectType: Type of database. Value: work

  • New ServerName: Server of the source.

  • Source: Source system

  • System: The source iManage db.

When uploading a template from Milan, the Template Id and title will correspond with the values in the Milan FolderTemplates config file.

Required Permissions

View the Permissions page for more details.

Permissions

Allows User To

Permissions

Allows User To

Manage Templates

Enables user to manage Template Editor>Edit options.

Add Template

Enables user to add a new template in Administration>Template Editor

View Template

Enables user to view the template in Administration>Template Editor

Delete Template

Enables user to delete the template in Administration>Template Editor

Delete From Template

Enables user to delete the folder from template in Administration>Template Editor> Template> folder

Delete From Workspace

Enables user to delete the folder from Workspace in Administration>Template Editor> Template> folder

Import Template Editor

Enables users to import templates using the template editor dialog.

Upload Template Editor

Enables users to upload templates to Template Editor.

View Generate Template Editor

Shows the Generate Template button for the Template Editor page in Administration>Template Editor

Export JSON

Allows the JSON export for Template Editor.

Apply Folder to Workspaces

Enables user to add folder to workspace Administration>Template Editor> Template> Folder.


Save as new Template

Enables user to create a similar template with copy template format along with folders/folder structure, metadata, etc.. from an existing/selected template.

 

 

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