Copy To Teams

Select Target

Select the target from the drop-down list which displays names of all teams that match with client and matter of a selected workspace.

Options

Select one of the options:

• One-way-Sync: Allows you to sync contents as per a configured schedule. Refer to the Current Interval field to see the sync interval configured in CAM-->Content mover-->Default Setting.

• Copy: Allows you to copy contents only once.

• Two Way Sync: Allows you to copy document to target and back to source at regular intervals as per a configured schedule in CAM.

The same folder exists at the target:

Select one of the options:

• Reuse existing folder – selects an existing folder from folder structure to sync source content.

• Create a new folder with different name – provides a new folder name in the target system to sync the source content.

The same document name exists at the target:

You can select one of the following options:

• Create New Version – Saves a copy of source as a new version to the target.

• Create a new document - Saves a copy of the source as a new document to the target where the name of the document is appended with a sequence number.

New version exists at the target

If the document available on Teams is the latest compared to the document in iManage, then this option should be considered. The latest document is determined by comparing the date and time of the document at the source and target.

Select one of the options:

• Create a new version – Creates a new version on the target system.

• Skip it – Does not perform a sync.

By default, the Skip it option is enabled.

Reason

Enter the reason for copying the Workspace to Teams.

Document Filter

• Allows you to exclude and filter out certain documents that are copied to the target system.

• Displays whether a filter criteria is set at CAM > Layout > File Documents-Send to Teams ETL.

• Displays the filter criteria, that is, the Metadata that is configured in the Layout form.

• To prevent access to confidential documents, enter the document number in the Document Filter field.

• All documents are copied to Teams except the document specified in the filter.

What do you want to do with the document in iManage?

This drop-down is available at the folder and document level.

Submit

Click Submit to copy the workspace.

Cancel

Click Cancel to close the dialog.

Selected Folder

Displays the selected folder.

What do you want to do:

Select one of the options:

• Copy Again (Create new version)- Allows you to copy the folder at the same target path and create new version.

• Copy to another folder - Allows you to copy the same folder to a different target path.

Select target

Helps you to select a different target folder to copy folders and documents to Teams. It helps to reorganize documents in a different folder on the target system.

Options

• Allows users to switch between “Copy”, “One way Sync” and “Two way sync” on existing config.

Select one of the options:

• One-way-Sync: Allows you to set scheduled sync. Refers to the sync interval configured in CAM-->Administration-->Content Mover-->Default Settings.

• Copy: Allows you to copy once.

• Two Way Sync: Allows you to copy documents to the target and back to the source at regular intervals as per the configured schedule in CAM.

The same document name exists at the target:

Select one of the option:

• Create New Version – Saves a copy of the source as a new version to the target.

• Create a new document - Creates a new document in the target system using a copy of the document from the source system. A sequence number is appended to the name of the document on the target system.

Latest document exist at the target

This option is shown only when the document on the target system is latest than the source system.

Copy folder as

Allows you to rename the folder before copying it to the target path.

Document Filter

• Allows you to filter certain documents that are copied to the target system.

• Displayed if filter criteria are set at CAM > Administration > Layout > File Documents > Send to Teams ETL.

• It displays all the filter criteria: Metadata configured on the Layout form.

• To prevent access to the confidential documents, enter the document number in the Document Filter field.

• All documents are copied to Teams except the documents mentioned in the filter.

Submit

Click Submit to copy the workspace.

Cancel

Click Cancel to close the dialog.

Selected document

Displays the selected document.

What do you want to do

Select one of the options:

• Copy Again (Create new version): This allows you to copy the folder to the same target path and create new versions of files.

• Copy to another folder - Allows you to copy the same folder to a different target path.

Options

Select one of the options:

• One-way sync: Allows you to configure scheduled content sync. Refer to the content sync interval configured in CAM-->Administration-->Content Mover-->Default Settings

• Copy: Allows you to copy once.

• Two-Way Sync – Copy document to target and back to source at regular intervals as configured in CAM.

The same document name exists at the target:

By default, the Create New version option is selected.

Latest version exists at the target

Select one of the options:

• Create a new version: This allows you to create a new version of a document.

• Skip it: Does not perform a sync.
  
  

What do you want to do with the document in iManage?

This option is visible at folder and document level.

Do not lock:
Does not perform any action on the selected document.

Locked for Teams Editing:
Locks the documents for editing after running a content mover job; changes the status to 'Checked out'; and shows the 'lock' icon next to the selected documents.

Removes the lock icon after documents are checked in with newer versions of documents or with brand new documents.

Submit

Click Submit to copy the workspace.

Cancel

Click Cancel to close the dialog.

Move from team to DMS

Allows to move or copy teams

View Move Workspaces

Moving workspaces

View Move Folders/Documents

Moving folders/documents