Creating a Template

  1. Select images/download/thumbnails/65984268/Screen_Shot_2019-01-30_at_3.06.44_PM.png . The Create Template dialog box appears.

  2. Enter the following information for the new template.

    Table: Add Templates fields

    Field

    Description

    Additional Information

    Template Name* (Mandatory)

    Name of the template. Maximum length for the name is 254 characters.

    Description

    Description of the template

    Match Fields for filtering templates

    Custom29

    <CustomXX-field> name

    These fields are configurable in Global Settings.

    Custom30

    <CustomXX-field> name

    Workspace Prefix/Suffix

    The custom caption to be added as prefix or suffix to the workspace name, when the template is used for creating workspaces. The following can be used for defining the caption:

    • Alias property of Custom1-12, Custom29, or Custom30 in the format #CXXALIAS# or %CXXALIAS%

    • Description property of Custom1-12, Custom29, or Custom30 in the format #CXXDESCR# or %CXXDESCR%

    where,

    • iManage supports supports both the "%" and "#" delimiters but recommends "%"

    • C is mandatory

    • XX represents the numeric value for the custom field (use only one X for single values)

    • ALIAS or DESCR is mandatory

    Any combination of other printable characters can be used along with the custom fields.

    Sample Workspace Prefix:

    If Custom1 alias is <Alias> and its description is <Description>, a prefix defined as #CIALIAS# - #CIDESCR# adds <Alias> - <Description> to the beginning of the workspace name.

    Folder Prefix/Suffix

    The custom caption to be added as prefix or suffix to all the folders when a template is used for creating the folder structure. The following can be used for defining the caption:

    • Alias property of Custom1-12, Custom29, or Custom30 in the format #CXXALIAS# or %CXXALIAS%

    • Description property of Custom1-12, Custom29, or Custom30 in the format #CXXDESCR# or %CXXDESCR%

    where,

    • iManage supports "%" and "#" delimiters, but recommends "%".

    • C is mandatory.

    • XX represents the numeric value for the custom field (use only one "X" for single values).

    • ALIAS or DESCR is mandatory.

    Any combination of other printable characters can be used along with the custom fields.

    Sample Folder Prefix:
    If Custom1 alias is 0999 and Custom2 alias is 0002 then a prefix defined as (#C1ALIAS# - #C2ALIAS#) adds (0999 - 0002) to the beginning of all folder names.

    Security

    Default Security

    Default security to be applied to the workspace. Public is the Default Security option. All templates are Public by Default.

    • Private: Secured workspace; available only to the owner or users who have access to the workspace.

    • Public: Non-confidential workspace that is available to all users.

    • View: Available only for viewing.

    Explicit Access (Users/Groups)

    Search for users or groups to grant explicit access. When you add a user or group, you see an access drop-down list that lists the following access types:

    • Full access

    • Read/Write access

    • Read Only access

    • No access

  3. Select Create.