How to Add or Edit a Profile Value (Client/Matter)

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NetDocuments offers a quick and easy way to edit lookup tables. 

To edit your profile attribute lookup tables, select your name in the upper-right corner > Admin > Repository > Profile Attributes. A list of your custom profile attributes appears:profile_attribut.png

Select a profile attribute to edit it. The lookup table with all the values appears.

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You can edit these fields one at a time using the Upload Lookup Table feature

To edit an existing value

Double-click the row, and the dialog box appears. Select Save to save edits.

NOTE: The Key field cannot be changed for an existing profile value. If you need to change a Key, you would need to add a new value with the new Key. Existing documents profiled to the old value would need to be re-profiled to the new value and the old value would then need to be removed from your table.

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To add a new value

(For example, Matter) Select Add Matter.

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To delete a matter or a row, select the row (Ctrl+click to select several rows), and then select Delete selected Matter(s). This will not delete any documents related to that matter, but the value will no longer be in the lookup table, so users cannot search for documents with that matter unless they manually enter the Matter Key into the search field.

To close a value

To prevent users from applying a value to new or existing document, enter a closed date in the closed date field. Learn more about closing a matter.

Matter Access

To define profile-based security for a value, double-click the desired row (Matter) and then edit the Access field. Separate users and groups with an (*). PBS is optional and is only used in advanced configurations. 

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Linked User

If enabled for the attribute, administrators will be able to link a user to a value in the lookup table. This is most commonly used on the Author attribute. To link a user, enter the user's GUID or email address into the linked user field. Only one user can be linked at a time. 

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Once the Matter value is in the lookup table, you can then search for the new workspace using the workspace selector:

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