About Workspace Management

Matters change over time. Whether it’s a simple matter name change, client name change or a major update to the folder structure and security – CAM provides unified, automated management of all changes and updates. CAM automates workspace generation, updates, and management.

The Workspace Management provides an interface to securely create, manage and update workspaces in iManage and NetDocuments. Office 365, S3, Kira, and HighQ.

Workspace Management Menu

Action Menu Name	Description
Directory	The Directory tab lists all the workspaces created within the configured external systems for the uploaded jobs.
Jobs	The status of all the jobs uploaded and workspaces modified in CAM can be tracked in this tab.
Users and Groups	The Users & Groups tab enables the user to manage users and groups added to the workspaces.
Approvals	The Approval tab enables the user to approve and/or track the status of the workspaces submitted for approval.
Administration	All features not available from the tabbed interface on the CAM home page are listed in the Administration menu. The following sub-menu options are available in the Administration menu.
	External System Configuration The External Systems Configuration screen allows you to configure the settings for external document management systems and collaboration tools that are integrated into CAM. Template Editor The Template Editor allows the user to create or upload a new template to be applied to your workspace. Data Uploader Data Uploader is a CAM windows utility to read workspaces, users and groups related data from your on-premises billing or NBI system and upload the information to the CAM cloud for processing. Log Center The Log center allows the user to access the log files to see all jobs created through the Data Uploader. Request Workflow Configuration Allows the user to configure the request worksflow dialog Bulk Assignment Bulk Assignment allows user to bulk import sites from Kira and High Q. Upload Users Provision users & groups to the workspaces Layout Allows you to customize the Directory tab layout and configure the search bar. Metadata Metadata allows you add metadata and link various data entities. Settings Allows user to configure options displayed in the Analytics tab. Background Jobs This page displays a list of all the notification schedules for the Analytics Email. Data Sync Allows user to set up automatic synchronization rules between iManage and CAM. Email Template Allows user to configure the Email/Excel template or Email notifications. Downloads Allows user to download CAM components like Data Uploader, iManage Web Extension, CAM Commands, and CAM Teams App.
Analytics	Enables user adoption with comprehensive data visualization, workspace health check reports and ad-hoc DMS reporting.