Importing Content with Bulk Assignment

You can import content and sites in bulk from other DMS systems into CAM using Bulk Assignment. You can fetch all the site metadata and security and migrate the projects to matters.

Bulk Assignment is also used in conjunction with metadata to import metadata into the system. For example, an iManage system may use typist, which isn’t a default-added field. You can use either Auto-discovery in Metadata to add the field and then map it, manually add it in Metadata to create it and map it, or use Bulk Assignment to import it in, then use Metadata Mapping to map it.

Access Bulk Assignment

In the Administration tab, select Bulk Assignment.

Load Data in CAM

Select the external DMS system from the drop-down.
Select Fetch.

Important Information: On the initial migration, all the project sites from the external system are listed here with the Assigned status set to No. On subsequent migrations, only the new sites pending migration will be displayed here.

To view all sites from the external system (migrated & pending), select the box for Show All in the top left corner. The page is updated with the complete list of migrated projects at the top, with the Assigned status set to Yes, followed by pending assignments.

Assign Projects to Matter

Select the project and select the drop-down in the Matter column.
Select the matter to be assigned.
Select Update.

Note: The Update button is displayed when selecting the matter.

To add a new matter/client, select the following sign next to the drop-down field and enter the matter and client details.
Select Update.

The project security and metadata are migrated to the matter.

Edit Matter Assigned to Project

Select the Show All option to display the complete list of projects from the external system.
In the Matter column, select the pencil icon to edit the matter-assigned details.
Select Update to save changes.

Required Permissions

Permissions	Allows User To

Permissions	Allows User To
View Bulk Assignment	To view the Bulk Assignment option in the Administration tab. Tip: Read here for the complete list of available permissions and instructions to allow/deny CAM permissions to a user/group.

Example to Add Bulk Metadata using Bulk Assignment
1. Navigate to the Administration tab and select Bulk Assignment.

Choose the external DMS system from the drop-down.
Select Fetch to retrieve all project sites.
On the first migration, all sites will appear with the status Assigned: No.
- On subsequent migrations, only new, unassigned sites will be shown.
- To view all sites (migrated and pending), check the Show All box.
Assign Projects to Matters
Select a project and use the Matter column drop-down to assign it.
Select Update to confirm.
To add a new matter/client, select the plus sign next to the drop-down and enter the details.
Edit Assigned Matters
Use Show All to view all projects.
Select the pencil icon in the Matter column to edit assignments.
Select Update to save changes.
Permissions

Ensure users have the appropriate permissions to view and manage Bulk Assignments. You can find a full list of permissions and configuration steps in the CAM documentation.

Continue mapping metadata to ensure your external system's metadata is mapped accordingly (for example, bringing over iManage’s typist field with the relevant field into CAM, making it available for both systems).