For Workspace Creation and Flexible Folders

For the templates to work with both workspace creation as well as flexible folders define the template and folder properties as follows:

Template Properties

This section explains how to define the template properties to work with both workspace creation and flexible folders.

Figure: Template Properties

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Table: Template Properties

Number

Property

Comment

1

Match Fields

Fields to match templates with existing workspaces when creating Flexible Folders.

2

Workspace Prefix/Suffix

Use for workspace creation only. Supports both # and % as delimiter.

3

Folder Prefix/Suffix

Do not define when using the template in iManage Work Workspace Generator. Instead, define directly in folder names.

4

Default Security and Users/Groups with permissions

Use for workspace creation only. In iManage Work Workspace Generator specify security using the wizard.

This section explains how to define the folder properties to work with both workspace creation and flexible folders.

Folder Properties

Figure: Folder Properties

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Table: Folder Properties

Number

Property

Comment

5

Folder Setting as Optional

User can create folder when needed.

6

Allow user to rename the folder

User can rename the folder.

7

Retain the template prefix/suffix

Works with the folder prefix/suffix defined on the template. Unselect it when prefix/suffix is defined in folder name.

8

Security

Specify security to hide underlying business rules from end users.

9

Folder Setting as Workspace creation

Folder can be created with iManage Work Workspace Generator or workspace creation.

10

Name with prefix/suffix

iManage Work Workspace Generator requires prefix/suffix in folder name. Workspace and Flexible Folders also support this. Make sure to use % as delimiter for iManage Work Workspace Generator.

11

Automatically generate email address

Both iManage Work Workspace Generator and workspace creation support this.

12

%workspace_value%

Use %worksapce_value% to copy metadata from the workspace to the folder when folder is created. Both iManage Work Workspace Generator and workspace creation support this.