Adding documents to packages

BlueCielo Meridian Enterprise 2018 User's Guide

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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

Depending on the configuration of the publishing job that is assigned to a package, documents that you add to the package might be locked after the package is sent. For information about unlocking such documents, see Locking and unlocking documents.
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 create a new export package:

On the Export Packages property page of any document, click New Package. The New Package dialog box appears.
Click options or type values using the descriptions in the following table.
Click Create. The package is created and can be selected in the preceding task.

New package options
Option	Description
Name	The name of the package as it should appear to others.
Export Destination	Select a destination where to create the package.
Recipient	The email addresses of the persons that will be notified about the package. Separate multiple email addresses with commas (,).
Description	A description of the package as you want others to see it.
Content	Select which document content to include in the package, the source document, the rendition, or both.

To add documents to an existing package:

Select the documents that you want to add to a package.
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.
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 a new or existing package:

Select the documents that you want to add to a package.
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.
If the package you want to add the documents to does not yet exist and you want to create a new package:

Note If you proceed, you will not be able to assign the package to a project. If you want to assign the package to a project, create the package first and assign it to the project and then add the documents to the package.
1. Click Create new package. The Create new package dialog box appears.
2. Click options or type values using the descriptions in the preceding table.
3. Click OK. The new package appears in the package list.
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.