BlueCielo Meridian Enterprise 2016 User's Guide

Adding documents to packages

Meridian Explorer users can export documents to export packages for use by business partners. You can add documents to these packages from within Meridian Enterprise or create new packages for export by Meridian Explorer users.

Note    Adding documents to a package can fail for a variety of reasons including:

• Document properties do not pass validation by the vault's configuration. Edit the properties of the document to set any required values and correct any invalid values in Meridian first, then add the documents to a package.
• Documents do not pass assembly reference validation. Be sure to include all referenced documents in your selection before adding them to a package.

To add documents to a new or existing package in PowerUser:

1. Select the documents that you want to add to a package.
2. Right-click anywhere within your selection and then click Add to Export Package on the shortcut menu that appears. The Select Package dialog box appears and lists the existing export packages.
3. If the package you want to add the documents to does not yet exist and you want to create a new package:
   1. Click Create new package. The Create new package dialog box appears.
   2. Type a name for the package and click OK. The new package appears in the package list.

4. Select the package to which you want to add the documents and then click OK.

   A progress dialog box appears and shows the results of adding the documents to the package. If any documents fail property value validation or assembly reference validation, they are not added to the package.

To add documents to an existing package in the Meridian Web Client:

1. Select the documents that you want to add to a package.
2. Right-click anywhere within your selection, point to Selection, and then click Add to Export Package on the shortcut menu that appears. The Add to Export Package/Select Package dialog box appears and lists the existing export packages.

3. Select the package to which you want to add the documents and then click OK.

   A progress dialog box appears and shows the results of adding the documents to the package. If any documents fail property value validation or assembly reference validation, they are not added to the package.

To create a new export package in the Meridian Web Client:

1. On the Export Packages property page of any document, click New Package. The package Name text box appears.
2.  Type a name for the package and click OK. The package is created and can be selected in the preceding task.