Configure Template Editor

The left-hand pane of the editor displays a tree view of all folder templates. In a new installation of CAM, by default the following templates are available:

• Corporate
• Government Contracts
• Legislative
• Litigation
• Matter-Init
• Patent Prosecution and Counseling
• Personal Workspace
• Regulatory
• Tax and Wealth Planning
• Trademark, Copyright & Licensing

Click the > icon next to the template to expand and view the folders. Options for Templates and Folders can be configured in the right-hand side pane.

Select the template from the Template Tree in the left pane. The Template availability options are displayed in the right pane.

Select the template in the left hand pane and click the icon in the row.

• Click the button for Create Template displayed in the Template List pane.
• In the Create New Template window enter a name for the template and click Create.
• The new template is added and displayed in the left hand pane

The Search bar is located at the top of the page. You can search by the Template Name or by the External System or by both. Enter the template name, select the external system from the drop-down. All the matching templates are auto filtered and displayed in the Template list pane on the left hand side of the page.

1. Select the template and click the icon in the row.
2. Click Add Folder.
3. Click Save.

1. Select the folder within a template and click the icon in the row

2. Click Add Folder.

3. Click Save.

1. Select the folder within a template.
2. In the right hand side Documents pane, click the Metadata tab.

3. In the Add Metadata, select the metadata name from the Name drop-down menu.

4. Either select a value from the Metadata value drop-down menu or enter a variable.

5. Click Save.

The folder type options can be set in the Basic tab. Select a folder within a template or a sub-folder within a folder. In the right hand side Documents pane>Basic tab, from the Folder Type drop-down select the relevant folder type option. The folder types available in the drop-down are filtered based on the system the template is associated to. (see table below). Based on the folder type selected , the folder icon is updated against the folder in the Template Tree. The following folder type options are available:

Folder Type	Icon	Folders Available for Supported Systems
Folder		iManage, NetDocuments, Office365 OneDrive Tab and OneNote
Tab		iManage
Site		HighQ, Kira
Channel		Office365
Team		Office365
Group		Office365
Saved Search		NetDocuments
Search Folder		iManage

Allows users to create a saved search document folder. Select a folder within a template or a sub-folder within a folder. In the right hand side Documents pane, in the Basic tab type information in the provided fields, based on the table below and click Save.

1. Select the template and click the icon in the row.
2. Click Add Folder.
3. Now select the newly added folder. In the right hand Documents pane, in the Metadata tab click New Metadata.
4. In the Add Metadata dialog, in the drop-down for Name select Email and in Metadata value add the desired format for the email address. For e.g. @clientid@_@matterid@_email@prosperoware.com

5. Click Save to add the metadata to the folder.

6. Once the folder is provisioned the external system will append the database name to the email address automatically.

1. Select the template and click the icon in the row.
2. Click Add Folder.
3. Now select the newly added folder. In the right hand Documents pane, in the Metadata tab click New Metadata.
4. In the Add Metadata dialog, in the drop-down for Name select Client and in Metadata value, click the sign and enter @ClientId@.
5. Similarly add metadata value for matter. In the drop-down for Name select Matter and in Metadata value, click the sign and enter @MatterId@

6. Click Save to add the metadata to the folder.

7. The metadata values are now set as search criteria for the search folder. The search folders will return items that match the client and matter values of the selected workspace.

Channels with Planner

1. In Template Editor, create new Template for Planner tab, select Office365 system.
2. Click Add folder, select folder type Channel and click save.

Note: Set default security to Public for channel to create Planner tab.

3. Click Add folder at Channel level, select folder type Planner and click save.
4. Follow Step c to create multiple Planner tabs at Channel.
5. Save the Template.
6. The template is setup to create a Planner.

OneNote Tab inside Channels

• Select the Channel and click the icon in the row.
• Click Add Folder and select Folder type OneNote.
• Now select the newly added folder. In the right hand Documents pane, in the Basic tab Configure JSON like below to create sections and Save.

{"sections":
[
	{"displayname": "Services"},
	{"displayname": "Development"},
	{"displayname": "Sales"},
	{"displayname": "QA"},
	{"displayname": "Documentation"}
]
}

• The template is setup to create a OneNote.

OneDrive

• In Template Editor, set the Name of the OneDrive
• Select type OnedriveFolder.
• Click Save.
• The template is setup to create a OneDrive.
• Click Add Folder and create Folder Structure inside OneDrive.

Note: OneDrive will be visible to Users added in security based on their role. And it can not be part of Channel.

Tabs

• In Template Editor, set the Name of the Tab
• Select type Tab.
• Then set the Id, WebURL and Configuration JSON

Sample ID (entityid), WebURL and Configuration below:

"weburl" : "https://graph.microsoft.com/v1.0/appCatalogs/teamsApps/06805b9e-77e3-4b93-ac81-525eb875b8",
                "configuration": {
                "entityId": "2DCA2E6C7A10415CAF6B8AB6661B3154",
                "contentUrl": "https://www.mysite.com/Orders/2DCA2E6C7A10415CAF6B8AB6661B3154/tabView",
                "websiteUrl": "https://www.mysite.com/Orders/2DCA2E6C7A10415CAF6B8AB6661B3154",
                "removeUrl": "https://www.mysite.com/Orders/2DCA2E6C7A10415CAF6B8AB6661B3154/uninstallTab"

• Click Save.
• The template is setup to create a tab

Allows users to apply changes in a folder template to existing workspaces that were created from that template.

A list and count of all the existing workspaces along with System and database name created with the selected template are displayed.

To select all the workspaces, click the Select All link and to clear click Clear Selection.

To search specific workspaces, enter Workspace Name and/or System and click Filter icon.

The workspaces selected here will be updated with the new template changes.

Click Next.

Last page of dialog, click Submit and will prompt a confirmation message based on options selected that the workspace will be changed. Click yes if you are sure to go forward with the change.

Allows users to apply changes in a folder template to existing teams that were created from that template.

A list and count of all the existing teams along with System and database name created with the selected template are displayed.

To select all the teams, click the Select All link and to clear click Clear Selection.

To search specific team, enter Team Name and/or System and click Filter icon.

The teams selected here will be updated with the new template changes.

Click Next.

Last page of dialog, click Submit and will prompt a confirmation message based on options selected that the teams will be changed. Click yes if you are sure to go forward with the change.

Allows users to add the selected folder to the selected workspaces if it doesn't exist.

If the folder exists, it will be updated to the selected workspaces.

A list and count of all the existing workspaces along with System and database name created with the selected template are displayed.

To select all the workspaces, click the Select All link and to clear click Clear Selection.

To search specific workspaces, enter Workspace Name and/or System and click Filter icon.

Click Next.

Last page of dialog, following options will be displayed.

click Submit and will prompt a confirmation message that this folder to add to the selected workspaces. Click yes if you are sure to go forward with the change.

Allows users to add the selected folder to the selected teams if it doesn't exist.

If the folder already exists, it will be updated to the selected teams.

A list and count of all the existing teams along with System and database name created with the selected template are displayed.

To select all the teams, click the Select All link and to clear click Clear Selection.

To search specific team, enter Team Name and/or System and click Filter icon.

Click Next.

click Submit and will prompt a confirmation message that this folder to add to the selected teams. Click yes if you are sure to go forward with the change.

User can move the selected folder to another folder selected in the dialog. From the Templates down-field, select the template to move the folder. This drop-down will list all the templates created in the Template Editor. Once the template is selected, all the folders within the template are displayed in the Select Folders option . Select the template or a folder within the template as the destination folder. The selected template/folder name is updated in the Destination Folder field. Two options are displayed for the folder to be moved Copy or Move.

A user prompt is displayed to confirm updates to all workspaces using the template. Select Update to apply the changes to all the workspaces using the template. Click Back to return to the previous screen. Click Done to close the dialog window.

Allows to delete template from the CAM unless its not used to create workspace.

Allows to delete selected folder from template and provide option to delete the empty folder from workspace unless selected folder is not required at folder or subfolder level.

On clicking Yes, it provide option to delete folder from workspaces created with the selected folder.

To select the workspaces, click Click here.

Also displays option to delete empty folders : Delete all empty folders created or linked from this template folder:

Click Submit. The workspaces selected will be updated with the new changes and folder will be deleted from the template.

Allows to delete selected folder from workspaces created with the selected folder.

To select specific workspaces, click Click here.

If the folder is selected from the external system, shows confirmation dialog. The user has to type DELETE to allow deletion.

It also displays option to delete empty folders from linked workpspaces: Delete all empty folders created or linked from this template folder:

Click Submit. The workspaces selected will be updated with the new changes and folder will be deleted from the template.

Allows to delete selected folder from teams created with the selected folder.

To select specific teams, click Click here.

If the folder is selected from the external system, shows confirmation dialog. The user has to type DELETE to allow deletion.

It also displays option to delete empty folders from linked teams: Delete all empty folders created or linked from this template folder:

Click Submit. The teams selected will be updated with the new changes and folder will be deleted from the template.

The options on this dialog control whether users can add personal folders at a specific folder level. To allow customization, toggle the Allow button to Yes. Click the Add Criteria button to add metadata to filter.

• Select the metadata from the dropdown.
• Set the operator to filter on. Supported operators are: <,>,<=,>=, =, !=, contains, in.
• Type the metadata value desired. E.g. If filtering out Cabinets called NDMaster, set the following: Metadata=CabinetName, Operator= !=, Value= 'NDMASTER'. For in operator enter the comma separated values.

Based on filter criteria you can restrict or allow users to add personal folders from Manage dialog at Directory Tab -> specific matter -> external system

Click Submit to save the configuration.

Select to download the template configuration as a JSON file.

Select to import a template to CAM.

Import templates requires a external system to be tagged to each template.

• Click the Upload Template button in the top right corner of the page.
• Browse and select the template.
• The new template is added and displayed in the left hand pane.

Templates can be mapped from the iManage structures to the Microsoft Teams Channel or folder structure and vice versa.

When selecting To system as Office365 and from system in iManage, the following options appear in ETL Configuration.

• How to Handle Team:
  • Create as Tab
  • Create as folder
  • Skip
• How to Handle Channels:
  • Create as tab
  • Create or map to existing folders.

Selecting the map to existing folders icon allows in the template panel to map folder structure, tab and channels from a source template to the target template. They can be the same, different.

Now the templates can be seen and used in Template Editor.

• Click the Add Form button in the top right corner of the Layout tab from Administration.
• Type in the form name, form location select Generate- Template, Entity type Workspace.
• Define the columns.
• Grant access to the roles or users for the form.
• Save.

The WS Template contains the information of the workspace and/or folder from Milan/iManage and the record in CAM.

Uploading the CSV will create a job for it. View the Jobs tab for details on the job.

Information typically stored in the WS Template:

What workspace the folder is being used on

Database

FolderType

CreatedBy

ServerName

Isdeleted

PrefixorSuffixOrCustom

Sample WS Template CSVs:

WSTemplate

CSV parameters:

job: the Job to run the WS Template link. Value: LinkWorkspace.

UniqueSystemWorkspaceColumns: The columns of the workspace necessary. E.g. ClientId=1345

Library: The database and library of the workspace/folder.

ObjectType: Type of database. Value: work

New ServerName: Server of the source.

Source: Source system

System: The source imanage db.