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Replace or Append Template

Replace or Append Template

Allows users to replace or append templates through a CSV file.

Columns

Description

Supported Values

Columns

Description

Supported Values

Unique Metadata Ids

Set the Unique Ids. Add separate column for each id

String -

E.g. ClientId, MatterId

systems

The external system

Enum. E.g. imanage, netdocuments

Template

Name of the template to add structure into existing workspace

String -

Template Id

Job

Set the Job name

String -

To Replace : Replace Template

Important:

  • The Append Template process will delete all the nonrequired and empty folders from the old template, and it will create the folders of the new template.

  • The Replace Template process will replace the template and folder structure of the workspace. This process will delete all the empty folders created from CAM and it will create all the folders from the new template. All folders that include documents will remain same. 

Samples

 

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

 

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