This allows users to refile documents and folders through a CSV file.
Columns | Description | Supported Values |
|---|---|---|
ClientId | Enter the client ID. Required paramter. | String |
MatterId | Enter the matter ID. Required paramter. | String |
ClientName | Enter the client name. Required paramter. | String |
MatterName | Enter the matter name. Required paramter. | String |
RefileDocsAndFolders | Set to update Metadata to Docs and Folder also. Required paramter. | Number 1| 0. 1=Update Metadata to Docs and Folders |
RefileFolders | Refiles just the folder with a metadata update. Required paramter. | Number 1| 0. 1=Update Metadata to Folders |
CreateInImanage | Updates the workspace in iManage | Number 1| 0. 1= Update in imanage Note: This is a required parameter if working with iManage. |
CreateInNetDocs | Updates the workspace in iManage | Number 1| 0. 1= Update in imanage Note: This is a required parameter if working with NetDocuments. |
Workspacename | Enter the name of the workspace. Required parameter. | String |
Security | This column assigns user/group access level. E.g. bob.bradely@demofirm.com|true#23/12/2019*Admin$false Note: Dates are based on your system setting found here: Admin->Settings.
Group: Partners|true#11/3/2021*Editor$true | String. The format for the security column: [useremail] | {allow or deny=true or false] # [expiration date] * [role] $ [isGroup=true or false]
CAM also supports the following parameter setting for the matter/user/group security: @MatterTeam@/@userid@/@groupid@
|
Template | Enter the name of the template to be used. Optional parameter. | String |
Server | Enter the server name. Required when working with iManage. | String |
copysecurity | Updates the security. Optional parameter | Number 1| 0. 1= Copy the security |
Sample CSVs
File | Description |
|---|---|
Update a matter in iManage with Refiling Documents and Folders and copying security. |
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 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.
Note: If you plan to set workspaces with no templates in the Workspace Wizard or CSV Import, you will need to setup a metadata field for NoTemplate in CAM.
This format would be:
Metadata name= NoTemplate
Type= boolean
Value= 1 if you want to set no template. 0 if you want a template set.