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, click Admin and go to the Define Profile Attributes page. You will then see a list of your custom profile attributes, as shown below:

define

When you click to 'Edit' a profile attribute, you will see all the values in that table displayed. You can edit these fields one at a time. When making larger changes, we recommend still using the Upload Lookup Table feature

Edit-lookup-table.png

To edit an existing value, double-click the row and make the changes in the dialog box, as shown below. Click "Save" to save any 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.

To add a new value ("Matter" for example) click the Add Matter link.

To delete a matter or row, highlight the row and click "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.

Closing 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. 

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. 

author

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

matter_find

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