Templates

What is a template in iCC?
Templates is a design of logical folder structure that can be used for creating workspaces or folders under the workspaces from iManage Work client applications.
How are templates used in iManage Work clients?
- For iManage Work - Available by default along with the iManage Work Server (includes workspace and Flexible folders).
- For iManage DeskSite and iManage FileSite - Install iManage Work Add-ons for Classic Clients. For more information, refer to iManage Work Add-ons for Classic Clients Installation and User Guide.
Are the templates created by other applications supported by iCC?
iCC supports templates that exist in your database but were created using other applications, such as classic iManage Work Web. However, iCC may not support all the features that were configured previously, especially if the templates were created by third party applications.

What should I do in iCC to setup iManage Work Web templates?
There is no special configuration required. Similar to iCC, the templates created using iManage Work Web are also stored in the database . The template workspaces are assigned with a special type called 'template' and are listed in Templates app in iCC. When the end-user searches for workspaces, these template workspaces are not retrieved by iManage Server because of the special type template set on them.

How do I configure the folder properties for templates?
The folder properties can be configured in iCC while creating the folder structure for a template. You can define the properties using any of the following options:
- Enter the values manually.
- Define Custom1-12, Custom29, or Custom30 in the format #CXXALIAS# or %CXXALIAS%. For example, if Custom1 value is 9999, #C1ALIAS# sets the folder property as 9999 on the folder. You can use only % as delimiter to work with iManage Work Workspace Generator.
- Select the checkboxes besides for the properties to automatically inherit the properties from parent workspace (%workspace_value%). This option is currently available for Custom1-24 and Custom 29-30. To set the remaining properties, enter the values manually.
  
  When a user uses these templates for workspace creation or flexible folders from iManage client applications, the properties defined on the templates are automatically set on the workspace or folders, and the documents created under these folders¹.

What are the limitations to use iManage Work Workspace Generator templates?
The XML templates are currently not supported by iCC.

What are the limitations to use iManage Work Web templates?
iCC recognizes only Document folder, Search folder and Tab objects. All other object types that are supported by iManage Work Web such as Calendar, Note, Link list, and so on are not considered in iCC. Therefore, the iManage Work Web templates can be used to create Document folder, Search folder, and Tab.

Can I use iCC templates in iManage Work Workspace Generator to create workspaces and folder structure?
Yes. However, iManage Work Workspace Generator creates only those folders that are marked as type Workspace Creation in iCC templates, and the remaining folders can be created by the users when required.

Can I use Work Web to modify templates after they have been edited in iCC?
You should not use iManage Work Web to modify templates after they have been edited in iCC. iManage Work Web removes the key properties that iCC uses to link the optional folders to the workspaces for Flexible Folders.

What is the difference between Workspace Creation and Required folder? When would I use each one?
Workspace creation folder in a template is automatically created along with the new workspace. However, Required folder at workspace root level is equivalent to Workspace creation. Required is valuable when you want to force a folder structure to be created when a user creates an optional folder.

Flexible Folders

How are template folders matched in Flexible Folders?
Templates are matched using the match fields defined in the template with the custom metadata set on the target workspace².
How are the templates displayed during Flexible Folders creation?
The templates with exact match on the Match Fields and the custom metadata set on the target workspace appear at the top, followed by templates with no match fields defined. If no match field is defined on the target workspace, all the templates are displayed.
What happens in Flexible Folders when a template is deleted from the system?
The template mapping on the flexible folders still remains. However, user can select the next matching template from the list to create more flexible folders. If there is no matching template, then the folder creation dialog appears.
What happens in Flexible Folders when a template folder is deleted from the system? What happens after the folder is recreated?
The flexible folder will still have the key value of the template folder. When the template folder is recreated, it is assigned with a different folder templateID. However, the matching is now done on the folder names of the target location, and the template folder will not appear in the list if the flexible folder already exists in the target location.
What happens if there are no templates setup in iCC?
You cannot create flexible folders, and the dialog to create regular folder appears.
How do I create my own folder that is not tied to a flexible folder from a template?
If there are no more sub folders defined in a template at a particular flexible folder level, you can create your own subfolders^2.
How do I create an folder at the same level when there are optional folders that have not been created?
You have to enable native New Folder command and Flexible Folders command simultaneously. Contact iManage Support for further assistance.
Can I use Flexible Folders with workspaces that were created with third-party tools?
Yes. The folders are matched on the folder names to create the Flexible Folders as there would be no template ID assigned to the workspace^2.
What care should be taken if a customer is using a third-party foldering tool?
For each folder created using a template, a folder property FolderTemplateId is created. This is stored in PROJECT_NVPS table in the database. The FolderTemplateId property is stamped with the folder ID of the template folder used to create the folder. If a customer is using a third-party foldering tool which also creates FolderTemplateId property with their own template value, then a naming collision can occur and cause unpredictable results in either the third-party tool or in the Flexible Folders.
For example, when a user tries to create a new subfolder with iCC, an error can occur or the template may not be shown correctly. To avoid this issue, the databases should be updated accordingly.
How do we allow users to create their own custom folders at a subfolder level?
This happens once you do not have any subfolders in the template. For example, if you only have template folders at the workspace level, users will be able to create their own subfolders underneath the workspace level folders^2.

Workspace

How do I setup Workspace creation dialog?
For iManage Work, the workspace creation dialog is available by default with iManage Work Server. For iManage Work Desksite and Filesite, install iManage Work Add-ons. In both the cases, you also need the role bit for creating workspaces enabled.
Where does the security come from?
The default security and user/group access rights are defined on the template in iCC. By default, these settings are applied on the workspace. However, user can override the template security settings in client application while creating the workspace.
Can I manually type in keywords like %C1ALIAS% in my workspace name or description and have them resolved?
Yes, you can set the description property by defining it in the format #CXXALIAS# or %CXXALIAS% for populating using Custom1-12, Custom29, or Custom30. For example, if Custom1 value is 9999, %C1ALIAS% sets the description as 9999 on the folder.
How do we configure the Properties that are available for Workspace, Folder, Search Folder and Tab?
- Workspace - New Workspace Profile Dialog in iManage Dialog Editor tool.
- Folder - New Profile Dialog in iManage Dialog Editor tool.
- Search Folder - Search Dialog in iManage Dialog Editor tool.
- Tab - No configuration required as tabs do not have their own properties.
What happens if I add a new template folder for workspace creation?
- iManage Work Workspace Generator adds the new template folder the next time it updates workspaces that use this template. For more details, refer to the iManage Work Workspace Generator User and Installation Guide.
- Flexible Folders will treat it as Required folder the next time a user tries to create a folder, and it will automatically be created.
How can I find which template was used to create a workspace?

The template ID is stored in the PROJECT_NVPS table with the name TemplateID.

References:

For more information about setting templates, see Setting up Templates section.
For more information about flexible folders, see Flexible Folders Rules Workflow.