This article explains the features of the new LegalOn. For information on the current version’s product features, please refer to this page.
Steps
1. Download the template
Go to [Admin settings] → [Workspaces]
Click the [... More] menu and select [Create/add in bulk]
Click [Download] to get the CSV template
2. Edit the template
Fill in the CSV with the workspace and folder details you want to create.
Column | Field | Description | Example | Required |
A | Parent ID | Leave blank to create a new workspace. To create folders under an existing workspace, enter the Workspace ID. | Workspace ID | Optional |
B | Name 1 | Name for the new workspace or folder directly under the Parent ID | Legal Dept Workspace | Required |
C–F | Name 2–5 | Names for lower-level folders | Contracts, NDAs, etc. | Optional |
G | Description | Description for the workspace/folder | For legal documents | Optional |
H–O | Permissions | Enter email addresses or user group names to assign roles (Manager, Editor, Poster, Viewer) | taro@example.com, User Group A | Optional |
Tips:
Use the correct Workspace/Folder ID for Parent ID (find it under Admin settings → Workspaces, and hover over the workspace/folder you want to copy the ID from, click [···], then select [Copy ID])
Email addresses and user group names must exactly match registered users/groups
Permissions automatically cascade down to subfolders — no need to duplicate entries
3. Upload the CSV file
Go to [Admin settings] → [Workspaces]
Click [... More] → [Create/add in bulk]
Upload your saved CSV file
Click [Import]
Once processing finishes, click [Reload] to confirm that the workspaces/folders were added
💡 Info
Max name length: 100 characters
Max users per workspace/folder: 1,000
Max user groups per workspace/folder: 200
Max total number (including all levels): 500 (varies by contract)
List each workspace/folder on a separate line
When creating multiple new workspaces or folders simultaneously, you cannot input all hierarchy levels on a single line. Separate them in multiple lines.
For user groups, you can specify multiple groups by separating them with a comma (
,).If a user group name contains a comma (
,), enclose the entire user group name in double quotes (").Example: To specify the user group "Sales Dept, Section 1":
"Sales Dept, Section 1"Example: To specify two user groups, "Sales Dept, Section 1" and "Sales Dept, Section 2":
"Sales Dept, Section 1","Sales Dept, Section 2"
If a user group name contains a double quote (
"), enclose the entire user group name in two double quotes ("").Example: To specify the user group
"Legal Dept":"""Legal Dept"""Example: To specify two user groups,
"Legal Dept"and"Sales Dept":"""Legal Dept""","""Sales Dept"""
Troubleshooting
Error: “Parent workspace/folder name is missing.”
→ Confirm that each workspace/folder row includes the correct Parent ID or name.If the import fails, check the [Details] column for specific error messages.