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Create Category to add shortcuts in the MyMatters - You can add the below parameters in the CSV while creating or modifying the workspace.

Columns

Description

Supported Values

UniqueSystemWorkspaceColumns

To specify unique system metadata. Is case insensitive.

String. E.g. ClientId=gh12&MatterId=771g

Or you can add Unique Metadata Ids

Set the Unique Ids.

Add separate column for each id in the CSV

String - E.g. ClientId, MatterId

systems

The external system

Enum. E.g. imanage, netdocuments

AddToMyMatters

Sets if the workspace will be added as shortcut, to the My Matters page. Type in the user email to add to their my matters.

String

Users separated by pipe character "|";

userid or emailaddress|user For e.g.: alexey.marcus@prosperoware.com|User

Category

Allows to create multi-level categories with placeholder values

String E.g. cete1/@clientid@-@matterid@/@custom5id@/@mattertypeid@/cate5

If Category1 does not exist, it will create Category1 (clientid) and subcategory Category1.1 (matterid)

If Category1 exist and Category1.1 does not exist, it will create the Category1.1 and add the specified workspace shortcut to it.

Note: You can create a new category or subcategory to an existing category by specifying the direct path in this column to add the workspace shortcut.

Samples

File

Description

Mymatter link job.

Learn how to create your own CSV/TSV files with a Text Editor or Excel.

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