Creating Workspace

Overview

A Create Workspace job allows you to create an iManage or NetDocuments Workspace via scripting, CSV, or a CAM Workflow. The Create Workspace job will create the workspace and apply all metadata, security, and folders based on a given template and metadata fields. This process looks for an existing workspace with given unique metadata and if it doesn't find one, a new workspace is created.

1 Overview
2 Configuring CSV

Configuring CSV

Create a CSV file using Text Editor

Open any text editor and enter the data, separating each value with a comma and each row with a new line, as shown in the illustration below:
Save the file with the extension .csv

Create TSV file using Text Editor

Open any text editor and enter the data, separating each value with a tab and each row with a new line, as shown in the illustration below:
Save the file with extension .tsv

Create a CSV/TSV file using Excel

Open an Excel sheet and enter the data.
To save the spreadsheet as CSV, select File → Save As and select CSV (Comma delimited) as the type.
To save the spreadsheet as TSV, select File → Save As and select Text (Tab delimited) as the type.
Excel will display a dialog box indicating some Excel features may be lost in the format chosen. Click on Yes to continue to save the file in CSV/TSV format.

Tip: A text editor like Notepad can suffice for creating and editing simple CSV files. However, if you are working with large data, using an application like Excel is preferable.