# Doclib Set

Applies a document library configuration template to an existing document library by processing rows from an Excel file. The template defines which site columns, content types, and views are added to the library.

Filename pattern: filename must contain DoclibSet (case-insensitive).
Example: 20240115 DoclibSet libraries.xlsx

# Columns

Name Required Description
Url / SiteUrl Conditional Server-relative or absolute URL of the document library. Required when MatterCode is not provided.
MatterCode Conditional Matter identifier. Required when Url is not provided. The template is applied to all document libraries registered for the matter.
ClientCode No Client identifier used together with MatterCode to resolve the matter.
DoclibSet Yes Name of the DocLibCfg template to apply.

Either Url or MatterCode must be provided. DoclibSet is always required.

Additional columns are passed as properties for dynamic value substitution in the template.

# Behavior

When Url is provided, it must be the URL of the document library itself (not the parent site). The template is applied to that single library.

When MatterCode is provided, the template is applied to every document library URL registered for that matter in the matter list.

Last Updated: 4/20/2026, 12:54:05 PM