You can import content and sites in bulk from other DMS systems. You can fetch all the site metadata and security and migrate the projects to matters.
Access Bulk Assignment
In the Administration tab, select Bulk Assignment.
Click the icon or click the x at the top right corner to return to the Administration menu.
Load Data in CAM
Select the external DMS system from the drop-down and click Fetch.
On initial migration, all the project sites from the external system are listed here with the Assigned status set to No.
On subsequent migration, only the new sites pending migration will be displayed here. To view all sites from the external system (migrated & pending) click the box for Show All in the top left corner. The page is updated with the complete list of migrated projects at the top, with the Assigned status set to Yes, followed by pending assignments.
Assign Projects to Matter
Select the project and click the drop-down in the Matter column. Select the matter to be assigned. Click Update.
Note: The Update button is displayed on selecting the matter.
To add a new matter / client, click the following sign next to the drop-down field and enter the matter and client details. Click Update.
The project security and metadata is migrated to the matter.
Edit Matter Assigned to Project
Click the Show All option to display the complete list of project from the external system.
In the Matter column, click the pencil icon to edit the matter assigned details.
Click Update to save changes.
Required Permissions
Permissions | Allows User To |
|---|---|
View Bulk Assignment | To view Bulk Assignment option in the Administration tab. Tip: Read here for complete list of available permissions and instructions to allow/deny CAM permissions to user/group. |