Creating a Template

Flexible Folders templates are similar to Workspace for iManage Work clients templates with the following exceptions:

• Match Field(s) setting should be defined to match the profile fields of a template with the profile fields set on the target workspace. The number of match fields will be available depending upon the setting Match fields for filtering templates in Global settings.

• Folder Setting in Folder and Search Folder properties must be defined as Required or Optional.

• Workspace Prefix/Suffix setting is not required as it is used only for workspace.

Sample Template for creating Flexible Folders

This section explains Flexible Folders creation using a sample template in iManage Work clients.

Figure: Sample Template for Flexible Folder creation

The folders in the sample template are set as the following:

The user creates an workspace using the template "Labor - Flex Folders". All the folders marked as Workspace creation are created along with the workspace.

Result:

When new folders are to be added to Working Documents (1000.004) folder in iManage Work clients:

• The practice/sub-practice (Practice Area/Area of Law: Custom fields whose caption can be customized) of the workspace Sample Workspace (1000.004) are matched with the match fields defined on the template.

• The Required and Optional folders in the template at that level are displayed.

• The flexible folders Important is marked as Required and is created by default.

• If the user selects the optional folder Notes, then Tasks becomes the mandatory folder as it is marked as required. Meeting is optional and may not be selected for creation.

• The flexible folders are suffixed with the suffix defined in the template.

• The properties and security settings defined on the template are applied to the flexible folders by default.

Figure: Flexible Folders