Creating a Workspace

Request Workflow Wizard

1. Click the Plus sign on the top-right corner of the screen to launch the workspace wizard.

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2. In the Request Workflow window, select the workspace dialog from the drop-down in the top right corner. The workspace dialog configuration is displayed.

The panels, panel names, and the metadata (fields) in each panel are determined from the Panel, Unique Metadata, and System Metadata configuration in the workspace wizard. The metadata values are populated from the data entered in Metadata>Manage.

• Select the client and matter. CAM automatically generates a name for the workspace based on the format specified in Workspace Name Rules and Format. By default, workspaces are named using the format "@ClientId@- @MatterId@\ @MatterName@". See Create Workspace/Folder/Docs for more configurations you can use.

The matter is now parent-less and will not need the client to be filled first.

• Enter the matter. CAM will pull in the client automatically. If no client is set, it will leave it empty to fill.

3. Enter the information in all the panels.

4. Click Next to proceed to the next panel.

5. Click Finish to update the workspace. An additional Approval step may be required, based on the user access assigned when creating the workspace. The status of the approval can be tracked in the Approvals tab. The job progress of the created workspace can be tracked in the Jobs tab.

The Workspace wizard is divided over the following screens, which must be completed sequentially. The fields available in each panel are based on the unique metadata assigned during the wizard configuration.

• Basic: Specify where the workspace should be created.

• Workspace: Specify the metadata values to be applied to the workspace.

• Security: Specify the default security to be applied to the workspace

• Add to Matters: Select users that should have a shortcut to the workspace in their My Matters.

• Review: Confirm your selections from the previous setup screens before submitting the job.

• Notification: Select a list of users who should be notified when the workspace is created.

• Approval: Submit a workspace request for approval. A user specified as an approver can then either approve or deny the request.

Default Security

Allows you to add the user/groups in the Security panel.

• Inclusion control type. The user is not allowed to modify the security. CAM displays a message as follows:

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• Exclusion control type. The user can modify the security to a certain extent. Adding excluded users or groups is not allowed. The excluded users/groups are highlighted in Red color and the Next button is disabled. The following screen displays:

Once the user removes the highlighted user/group, the Next button will be enabled.

Notification Panel Setup

Allows you to select the Users to notify when the workspace is created.

For new tenants, metadata and an email template will be created by default. However, existing tenants created before September 2020 need to follow steps to set up the notification.

Steps to setup Notification:

1. Configure Metadata:

   1. Go to Administration -> Metadata

   2. Click hamburger menu  and select Add Metadata

   3. Add the below 2 metadata. Read more about configuring Metadata.

2. Configure Email Template:

   1. Enter template name: WorkspaceNotificationTemplate.

   2. Select Query Type: Workspace.

   3. Email Subject: Workspace Successfully Created.

   4. Email Body:

      Hi {user}!

      Workspace has been created successfully with the following details:

      Client: {ClientId}

      Matter: {MatterId}

      Job: {job}

      Workspace: {link}

   5. Click Save.

       

Sample Email Template for workspace creation notification: