Creating a new project folder

In order to use the Meridian Advanced Project Workflow Module, you must first create project folders to contain the documents that it will act upon. Depending on your vault configuration, you may have one or more project definitions (templates) from which to choose.

To create a new project folder:

1. Select the parent folder where you want the project folder to be located.
2. From the Vault menu, highlight New, and click the name of a project definition. Available project definitions are indicated by the project definition icon . Consult your system administrator for the names of project definitions that have been configured in your vault.
3. Depending on the project definition selected, wizard pages may appear for input of project information. Complete any wizard pages that appear and click Finish. The project folder is created within the selected parent folder.

Note    Copying a project folder to another location in the vault (via drag and drop or the Clipboard) will create a normal folder containing only the documents that were originally created in the project folder, not any project copies. Project copies residing in the source project folder are not copied to the new folder because copying documents with active workflows would violate workflow integrity.

This completes the creation of a new project. You can now use the project as described in any of the following topics.