When saving an export job’s file and document data as a CSV, you can customize its contents via a CSV template that defines:

• Which fields are include as columns.

• How columns are ordered and named.

• How data are sorted.

CSV Templates can be created, edited, and deleted via the CSV Template Manager, which can be opened via the Manage CSV Templates button in Work Explorer’s Home Ribbon.

CSV Template Manager

Open

1. Click the Manage CSV Templates button in the Work Explorer in iManage or NetDocuments.

2. This opens up the Manager window.

Navigation

• Menu bar: Actions the user can take on a template or setup a new template.

• Templates: The list ordered alphabetically of the templates created.

• Preview: The fields and ordering of the template display here.

Actions

• Add: Adds a new template.

  • The following options are available:

    • Default: Loads the default fields and ordering.

    • Default with Description: Adds descriptions on the template, and loads the same items as the Default template.

    • CSV Import Compatible: Allows the formatting of the fields to be compatible to be imported using PowerDesktop using the CSV Import functionality.

  • Type in the Template Name after it creates and click Save.

• Edit: Edits a template.

  • A new window opens to edit the template.

  • Pick from Available columns on the left bar.

  • In Selected columns, you can select a column, and click on the sort order or remove, or load captions

  • The order by pane allows a user to drag a column to the window to order.

  • Click Save.

• Copy: This will make an exact copy with “Copy” in the title.

• Rename: Renames a template to what you want to change it.

• Make Default: This makes the template to be the one defaulted to be selected when you click add a CSV in the export.

• Delete: Deletes a template permanently.