Linking a document to a tag creates a Meridian Enterprise reference between the selected document and the current tag in the vault. The reference is made with the TagObject Reference type. The reference becomes the link between document data in the vault and asset data in the maintenance management system that enables users of either system to view the data in the other system.
Tip Linking documents to a tag and linking tags to a document as described in Linking tags to a document accomplish the same thing. The only difference is the point of reference, a tag or a document. You can use either method depending on which is more convenient for you.
To link documents to a tag:
Click Find Documents. The Find Documents dialog box appears.
The dialog box contains two sections. You use the top section to search for documents to link to the current tag. The bottom section shows all of the documents that match the search criteria and that are not yet linked to the current tag.
Type or select search criteria and click Find. Any matching documents appear in the bottom section.
To refine your search, type or select search criteria and click Find Now.
Only the first page of documents is shown. To view more documents, use the page controls at the bottom of the search results list.
Select the documents in the bottom section of the dialog box that you want to link to the current tag and click Link. The documents are removed from the bottom section of the dialog box .
Tip Select the checkbox in the header row to add or remove all of the found documents from your selection.
Note The links are created immediately after clicking the button. Also, clicking Close does not revoke the actions that you have taken while in edit mode.