BlueCielo Meridian Asset Management Module 2013 User's Guide | BlueCielo ECM Solutions

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Building a report of linked documents

The Asset Management Module can build a report in Microsoft Excel that lists the documents that are linked to a selected object.

Before you begin

You must have Microsoft Excel installed on your computer to build a report.

To build a report of linked documents:

  1. View the Where Used page for the object upon which you want to build the report as described in Viewing linked documents.
  2. Select any row in the documents list. The command buttons become enabled.
  3. Click Report. Microsoft Excel opens and the document data appears in a new worksheet similar to the following figure.

  1. You may format, print, and save the worksheet to meet your needs.

Related tasks

Viewing linked documents

Linking documents to an object

Unlinking documents from an object

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