iManage Control Center Help

Templates are used to create workspaces and define the structure of a workspace. This structure includes containers, their hierarchy, and names.

Creating a template requires two steps:

Defining the basic template. This defines the basic information about the template, such as its name, default custom property aliases, and default security. For information and procedures to define the basic template, refer to Creating a template.
Defining the container structure. This defines the container structure, their hierarchy, and creation requirements.

Defining the container structure

In iManage Control Center, from the Dashboard panel, select Settings > Templates.
On the Templates page, select a template to create the containers in. The Templates details page displays.
Select the Create icon adjacent to the template name. A container list displays.
Choose the type of container you want to create. A Create dialog box appears.
Enter information based on this selection:

Folder: This is a regular folder, also called a document folder. It can contain folders and documents. Refer to Table: Folder.
Search Folder: This is a folder for searches. When the user opens this folder, a search is automatically performed and displays the results. Refer to Table: Search Folder.
Tab: A tab can be created at the root level of a workspace to help organize the contents of the workspace and may only contain folders. Refer to Table: Tab.

NOTES:

All properties appear in the Field drop-down list. To add additional custom fields, select from the drop-down list and Add Fields to add to the form.
For Search Folders, multiple values for Custom1-12, Custom29-30, Class, Subclass, Author, and Operator can be defined by selecting the items from the drop-down list that appears when you start entering the values. These are saved as comma-separated values. The search is performed based on the OR condition if there are multiple values.

Enter the following Folder details and select Save.

Table: Folder

Property	Sub Property	Description
Folder Name* (Mandatory field)		Name of the folder. Set the name property by entering a value, or populate it using `Custom1-12`, `Custom29`, or `Custom30` by defining it in the format `%CXXALIAS%`. For example, if `Custom1` value is `9999`, `%C1ALIAS%` sets the name as `9999` on the folder.
Folder Name* (Mandatory field)	Folder Type drop-down list	Choose one of the following options. When set to Workspace Creation, the folder is automatically created at the same time the workspace is created. When set to Required, the folder is automatically created when the parent container (workspace, folder, or tab) is created. When set to Optional, the folder can be created by users at any point after the workspace has been created. When creating a workspace, users can also preview the folder structure and select any optional folders to be created during the creation of the workspace.
Description		Enter the description for the folder. Set the description property by entering the value, or populate it using `Custom1-12`, `Custom29`, or `Custom30` by defining it in the format `#CXXALIAS#` or `%CXXALIAS%`. For example, if `Custom1` value is 9999, `#C1ALIAS#` sets the description as `9999` on the folder.
Allow user to rename this folder		Enable users to change the name of this folder after it has been created. Default: Disabled (NO) NOTES: The legacy option to Retain the template Prefix/Suffix is no longer provided. This setting is available only for folders that are set to Optional or Required. If a folder is set to be created at the time the workspace is created (using the Workspace Creation option above), users are never allowed to change the folder name.
Email		Enter an email address for the folder, or select the Auto-generate email address check box to have iManage Work create an email address for this folder.
Profile
Inherit all values from workspace		If enabled, the inherited properties are populated with value "%WORKSPACE_VALUE%".
Author		Enter the name of the author for the folder.
Class		Enter a class for the folder.
Security
Default Security		Default security to be applied on the folder. Inherit: Derive the security properties from parent container. Private: Confidential folder. Public: Non-confidential folder. View: Available only for viewing. For more information, refer to Default security.
Explicit Access		Provide explicit access for particular users or groups.

Enter the following Search Folder details and select Save.

Table: Search Folder

Property	Sub Property	Description
Search Folder Name* (Mandatory field)		Name of a search folder. Set the name property by entering a value, or populate it using `Custom1-12`, `Custom29`, or `Custom30` by defining it in the format `%CXXALIAS%`. For example, if `Custom1` value is `9999`, `%C1ALIAS%` sets the name as `9999` on the folder.
Search Folder Name* (Mandatory field)	Folder Type drop-down list	Choose one of the following options. When set to Workspace Creation, the folder is automatically created when the workspace is created. When set to Required, the folder is automatically created when the parent container (workspace, folder, or tab) is created. When set to Optional, the folder can be created by a user at any point after the parent container has been created.
Description		Enter the description for the folder. Set the description property by entering the value, or populate it using `Custom1-12`, `Custom29`, or `Custom30` by defining it in the format `#CXXALIAS#` or `%CXXALIAS%`. For example, if `Custom1` value is 9999, `#C1ALIAS#` sets the description as `9999` on the folder.
Allow user to rename this folder		NOTE: This setting is available only for search folders that are set to Optional or Required. If a search folder is set to be created at the time the workspace is created (using the Workspace Creation option above), users are never allowed to change the search folder name. Enable users to change the name of this search folder after it has been created. Default: Disabled (NO) NOTE: The legacy option to Retain the template Prefix/Suffix is no longer provided.
Search Criteria	Sub Property	Description
Search through	Documents and Emails	Selected by default. Search for documents as well as emails.
	Documents	Search documents only.
	Emails	Search emails only.
Doc. Number		Enter the document number. Select the relevant option from the following drop-down list:
Version		Enter the document version. Select the relevant option from the following drop-down list:
Description		Enter the description of the document or email.
Inherit all values from workspace		Default: Disabled. If enabled, the inherited properties are populated with the value "%WORKSPACE_VALUE%".
Author		Enter the name of the author for the folder. It also supports the variables %USERID%, %MYEMAIL% and %MYFULLNAME%, to populate the current user’s ID, email address, and full name respectively.
Class		Enter a class for the folder.
Operator		Enter an operator for this folder. It also supports the variables %USERID%, %MYEMAIL% and %MYFULLNAME%, to populate the current user’s ID, email address, and full name respectively.
Look for	Location drop-down list	Search for content in the chosen location.
Look for	Language drop-down list	Search for content in the chosen language.
Security		Description
Default Security		Default security to be applied on the folder. Inherit: Derive the security properties from the parent container. Private: Confidential folder. Public: Non-confidential folder. View: Available only for viewing. For more information, refer to Default security.
Explicit Access		Search for or enter the user or group name to provide explicit access.

Enter the following Tab details and select Save.

Table: Tab

Property	Sub Property	Description
Tab Name* (Mandatory field)		Name of the tab.
Tab Name* (Mandatory field)	Folder Type drop-down list	Choose one of the following options. When set to Workspace Creation, the folder is automatically created when the workspace is created. When set to Required, the folder is automatically created when the parent container (workspace, folder, or tab) is created. When set to Optional, the folder can be created by a user at any point after the parent container has been created.
Description		Additional information about the folder. Set the description property by entering the value, or populate it using `Custom1-12`, `Custom29`, or `Custom30` by defining it in the format `#CXXALIAS#`. For example, if `Custom1` value is `9999`, `#C1ALIAS#` sets the description as `9999` on the folder.
Allow user to rename this folder		NOTE: This setting is available only for tabs that are set to Optional or Required. If a tab is set to be created at the time the workspace is created (using the Workspace Creation option above), users are never allowed to change the tab name. Enable users to change the name of this tab after it has been created. Default: Disabled (NO) NOTE: The legacy option to Retain the template Prefix/Suffix is no longer provided.
Security		Description
Default Security		Inherit: Derive the security properties from the parent container. Private: Confidential folder. Public: Non-confidential folder. View: Available only for viewing. For more information, refer to Default security.
Explicit Access		Provide explicit access to particular users or groups.

The folder and its properties are added to the template. Similarly, you can add more folders and/or sub-folders to the template, and create a folder structure per your business needs.