BlueCielo Meridian Asset Management Module 2012 User's Guide | BlueCielo ECM Solutions

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Attaching documents to assets

Attaching a document uploads a copy of a document that you select to the Meridian Enterprise vault and links it to the current asset.

Note    The Attach a new document in IC-Meridian icon that appears in the upper-right corner of the Linked Documents page is visually identical to, but performs a different action than, the Attach a new version in IC-Meridian icon that appears on the Document property page for each document. Be sure that you click the correct icon, depending on the action that you want to perform.

To attach a new document:

  1. On the Linked Documents page, click the Attach a new document in IC-Meridian icon in the upper right corner of the page. The Attach document in BC-Meridian page appears and states to which asset the document will be linked.
  2. Click Browse and select the document that you want to attach. The document’s path appears in the text box.
  3. Click Attach. The selected document is uploaded to the Meridian Enterprise vault to a location configured by a system administrator. The document then appears on the Linked Documents page.

Note    The document is attached to the current asset using property linking. For information about the differences between property linking and tag linking, see About the related documents.

Related tasks

Attaching a new revision to a document

Downloading documents

Opening a document in Web Access


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