Administration > Layout

Layout

You can customize the Directory tab layout and content of the workspace search form. The Layout header displays the tabs available

Forms

Click this tab to configure the form layout for Matter Profile and the bulk profile update form for Workspace - Analytics, Folder- Analytics, Document-Analytics and more. Click the Add Form button in the top right corner

In the Add Form window, add information in the provided fields, based on the table below, then click Save.

Column Name

Description

Form Name

Enter a name for the form. This name is displayed in the Forms layout tab.

Form Type

Select the form type. Based on the type selected here the form will be available for selection in the Analytics tab when executing a query against Document, Folder, or Workspace.

Where to be displayed?

Select where the form will be displayed. These forms can be displayed on the Matters, Analytics, Generate-Template wizard, Documents or Workspace tab.

Metadata

Click Add New to add metadata. Read here for detailed instructions to add metadata.

Access

Allows you to add users/groups that can access the form created here. Click Add New to add the access details.

Column Name	Description
User/Group	Select if the permission is to be assigned to a user or group.
Select a User/Group	Select the user/ group from the drop-down. To select a user, either click the drop-down menu and select from the list or manually enter the name, which will auto-complete if the user is added in the Users & Groups tab.
Role	Set permission based on CAM Roles. Common CAM roles are Admin, Editor, and Watcher.
Expiration Date	Specify the expiry date of access to the user/ group.

Edit Forms

In the Forms Tab, click the Edit button in the far right column. The Edit Form window is displayed. Make the necessary changes and click Update. Click Delete to remove form.

The following types of forms can be displayed on a per user basis in the User interface of CAM:

Document tab
Workspace tab
Matter Metadata tab
Document Profile Update wizard
Workspace Profile Update wizard
Folder Profile Update wizard
Link workspaces from iManage, NetDocuments to CAM (Jobs Tab -> Hamburger sign -> Link to Workspace)
Edit Name and Profile command on the iManage Work Web and Desksite

After setting the access of the forms a user can access, if there are multiple forms of one type a user can access, upon going to the page, there will be a dropdown for the user to select which form to display on the upper right of the page.

Grids

Click this tab to configure the Directory tab column layout. Click the Edit button in the Actions column. In the Grid Configuration window, add information in the provided fields, based on the table below, then click Save. Click Add.

Column Name	Description
Metadata	Select the metadata value from the drop-down. Click the drop-down menu and select it from the list or manually enter the metadata, which will auto-complete if it is assigned in Administration>Metadata. Click Save.
Display Name	The display name is auto updated, as assigned in Administration>Metadata.
Data Type	The Data Type is auto-updated, as assigned in Administration>Metadata. Note:The Display Name and Data Type cannot be edited here.
Format	Enter a format for the metadata values to be displayed in the columns in the Matter page. Note:This field must be configured for the Matter name and Client name to be displayed in the Directory tab.
Edit	Click the button to edit the metadata
Remove	Click the Remove button to delete the metadata

Headers

Click this tab to configure the details. Click the Edit button in the Actions column. In the Header Configuration window, add information in the provided fields, based on the table below, then click Save. Click Add.

Column Name	Description
Metadata	Select the metadata value from the drop-down. Click the drop-down menu and select from the list or manually enter the metadata, which will auto-complete if it is assigned in Administration>Metadata. Click Save.
Display Name	The display name is auto updated, as assigned in Administration>Metadata.
Data Type	The Data Type is auto-updated, as assigned in Administration>Metadata. Note:The Display Name and Data Type cannot be edited here.
Remove	Click the Remove button to delete the metadata

Click this tab to configure the content of the search bar (displayed in the top center of the page). Click the Edit button in the Actions column against the Search drop-down. In the Search Configuration window, add information in the provided fields, based on the table below, then click Save. Click Add.

Column Name	Description
Metadata	Select the metadata value from the drop-down. Click the drop-down menu and select from the list or manually enter the value, which will auto-complete if it is assigned in Administration>Metadata. Click Save.
Display Name	The display name is auto updated, as assigned in Administration>Metadata.
Data Type	The Data Type is auto-updated, as assigned in Administration>Metadata. Note:The Display Name and Data Type cannot be edited here.
Remove	Click the Remove button to delete the metadata

Add Metadata

Add Metadata in the Layout form.

Column Name	Description
Metadata	Required field. Select the metadata value from the drop-down. Click the drop-down menu and select from the list or manually enter the value, which will auto-complete if it is assigned in Administration>Metadata.
Default Value	Optional field. Enter the value to be displayed on the form when loaded.
Is hidden	Select Yes - In some cases, the admin (company) forces certain values to be filtered, always and hide from the end user. In that case, hide or make those fields read-only by selecting Editable to No. Select No and click Conditional display- You can add conditions whether to display this metadata on the form.
Display Label	Required field. Enter the name to be displayed for the Metadata on the form.
Type	Required field. The Data Type is auto-updated, as assigned in Administration>Metadata.
Lookup	Not editable field. Yes or No as defined in Administration>Metadata.
Lookup type	Select Internal or External
Order	In which order to be displayed on the form.
Editable	Select Yes to allow user to enter the value on the form. Select No and define the default value if Required field selected Yes.
Required	Allows to define this metadata as required field on the form.

Out of the box Forms

The following forms will be automatically loaded upon tenant creation.

Matter Profile (on Directory tab Metadata option)
Workspace Analytics (on Update Profile option)
Folder Analytics (on Update Profile option)
Document Analytics (on Update Profile option)
Document Search
Workspace Search
Generate Template

Required Permissions

Permissions	Allows User To
View Layout	View the layout option in Administration (Hides the Layout option)

Tip: Read here for complete list of available permissions and instructions to allow/deny CAM permissions to user/group.