Adding Name Prefixes and Suffixes

When creating a workspace, a name is assigned to the workspace itself and to each container. The workspace creator assigns the workspace name. The containers names are defined initially by the workspace template. Custom folders, those not defined by the workspace template or those not enforced through flexible folders, are each named at the time of their creation. For all cases, the name is a literal value.

Names of containers can be modified during creation to add specified text either as a prefix or suffix. The prefix or suffix can be a literal, such as (London Office), and would appear for a folder named Contracts as (London Office) Contracts or Contracts (London Office).

The prefix or suffix commonly is a custom1 and custom2 (client and matter respectively) value. Alternately, it can be the description for custom1 or custom2. Any of custom1 through custom12, custom29, and custom30 or their descriptions can be used. For example, the client and matter may be added as a suffix to easily identify the container's purpose. If the folder is named Contracts, this may be like Contracts (001-1005). It may be added as a prefix, like (001 1005) - Contracts.

To add these, use variable prefixes or suffixes. If prefixes and suffixes are specified, they are added to all containers created by the same template that are enforced with flexible folders.

The following topics are available:

Adding Prefixes and Suffixes

Use this to add a prefix or suffix to a workspace or folder name.

Within iManage Control Center, navigate to the Templates page (Settings > Templates).

  1. Select any existing template in the list shown.

  2. Select images/download/thumbnails/125052599/image2021-7-6_13-47-25.png to modify the workspace settings, or hover over any of the folders within the workspace and select the associated images/download/thumbnails/125052599/image2021-7-6_13-47-25.png icon. The Edit Template dialog appears.

    Figure: Edit Template dialog box with prefixes and suffixes

    images/download/attachments/125052599/image2021-7-6_13-55-36.png

  3. Locate the Workspace Prefix/Suffix and Folder Prefix/Suffix options.

  4. For each option,

    1. Select either Prefix or Suffix using the selection menu.

    2. Enter the value:

If this is a literal, enter the value in the text box. For example, enter (Mergers) -. When the workspace is created from this workspace template, (Mergers) - is prepended to the workspace name.

If this is a variable, enter the expression in the text box. The expression may also include additional text. For example, enter the prefix ( #C1ALIAS#) -. Assuming that custom1 alias is 001, when the workspace is created from this workspace template, (001) - is prepended to the workspace name. For more information about using variables, see Variable values for names.

Variable values for names

The following table explains the variable formats for iManage Work templates.

Variable name

Format

Examples

Comments

#attribute#

Specifies the type and custom property values to use.

Format:

  • #CxALIAS#

  • #Cx DESCR #

The expression must be enclosed with either the # or % characters. Do not mix these characters, such as %C1ALIAS#.

Multiple custom values can be used together in the prefix/suffix, such as #C1ALIAS#.#C2ALIAS#

The expression is case insensitive.

  • 'C' is required.

  • 'x' is the custom property number, such as 1, 2, or 10.

  • ALIAS specifies a custom property's alias value.

  • DESCR specifies the custom property's description value.

Specifies the custom 1 alias:

#c1alias#

Specifies the custom 11 alias:

%C11ALIAS%

Specifies the custom 1 description:

#c1descr#

Specifies the custom 1 and custom 2 alias:

#C1ALIAS#.#C2ALIAS#

Example prefix/suffix:
0002584.000023

Additional text may be included. For example, the expression (#C1ALIAS#): includes the two parenthesis, and a colon.

The text is always included even if no expression is provided. For example, the variable could be (Mergers):.

If the specified custom property has no value, the displayed value includes the specified text but the expression will be blank. For example, if the expression is (#C1ALIAS#): and custom1 has no value, this expression resolves as ():.

Template and Folder Properties - Features Compatibility Matrix

The following table explains the template and folder properties compatibility with the features iManage Work Workspace Generator templates, workspaces, and flexible folders.

Property

Workspace
Creation

Workspace

Flexible Folder

Comments

Workspace Prefix/Suffix

No

Yes

Not applicable

Intended to provide a convenience mechanism for end users creating workspaces manually using the workspace dialog. iManage Work Workspace Generator already supports this through the mapping file.

Template Default Security

Yes

Yes

Not applicable


Template Security ACL

Yes

Yes

Not applicable

Applicable only to the workspaces created using the template.

Folder Prefix/Suffix

No

Yes

Yes

Intended to provide a convenience mechanism for end users creating workspaces manually using the workspace dialog. iManage Work Workspace Generator already supports this through the mapping file.

Folder Default Security

Yes

Yes

Yes

Folder Security ACL

Yes

Yes

Yes

Match Field(s)

Not applicable

NA

Yes

Applicable only to Flexible Folders created using templates in iManage Work clients.