Creating and editing briefcase templates


	BlueCielo Meridian Enterprise 2013 Configuration Guide \| BlueCielo ECM Solutions

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Creating and editing briefcase templates

Briefcase templates are selected by users to create new briefcases in the Meridian client applications. A briefcase template is a named combination of a briefcase option set and a briefcase format that is used for a specific purpose.

To create or edit a briefcase template:

In Configurator, expand Environment in the configuration tree and select Application Link Settings. The settings for each link appear in property pages in the right pane.
Click the Briefcases tab. The Briefcase settings page appears in the right pane.
Click the Edit button to modify the settings.

Tip To export the settings file to your computer, click the Export button. This can be useful if you would rather edit the file in your favorite text editor. You can then copy your changes to the Clipboard and paste them into Configurator.

Locate the Templates definitions section indicated by a commented line that begins with a semicolon. This section lists the different templates included in the configuration.
To edit a briefcase template:

Locate the template name that you want to edit. For example, to edit the options for the template named MyTemplate, locate the section that begins with [MyTemplate].

To create a new briefcase template:

Copy an existing briefcase template (including its name in square brackets and all settings up to the next briefcase template name in square brackets) to an empty line at the end of the Templates definitions section and change the briefcase template name to a name of your choice.

Edit each setting using the descriptions in the following table.

Briefcase template settings
Option	Description
Name	The name of the briefcase template as you want it to appear to users.
Settings	The name of the briefcase options set to use with this template.
Format	The name of the briefcase format to use with this template.
DBTemplate	The path to an empty Microsoft Access file to use as a template for briefcase metadata. If this option is omitted, the metadata will be saved in Microsoft Excel format. For information on creating a briefcase database template, see Creating a briefcases database template.
ExpandArchives	If set to Y, compressed archive files are automatically expanded and their contents included in the briefcase. This can be useful for creating submittal briefcases from existing archive files. If set to N, the files are not expanded before inclusion in the briefcase. This expansion is not performed recursively for archive files that reside in a folder that is selected for inclusion in a briefcase.

Click OK to save your changes.

Related concepts

Understanding briefcases