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

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NEW  Linking documents to an object

Linking a document to an object creates a Meridian Enterprise reference between the selected document and the current object in the vault. The reference is made with the TagObject Reference type. The reference becomes the link between document data in the vault and asset data in the maintenance management system that enables users of either system to view the data in the other system.

Tip    Linking documents to an object and linking objects to a document as described in NEW Linking objects to a document accomplish the same thing. The only difference is the point of reference, an object or a document. You can use either method depending on which is more convenient for you.

To link documents to an object:

  1. Select the object to which you want to link documents. For information on finding objects, see the BlueCielo Meridian Enterprise User’s Guide.
  2. View the documents that are currently linked to the object as described in NEW Viewing linked documents. Confirm that the documents that you want to link are not already linked.
  3. Click Edit. The page becomes editable.
  4. Click Find Documents. The page shows the document search fields similar to the following figure.

The page contains two sections. You use the top section to search for documents to link to the current object. The bottom section shows all of the documents that match the search criteria and that are not yet linked to the current object.

  1. Type search criteria in the top section of the page and click Find. Any matching documents appear in the bottom section. Only the first 10 documents are shown. To view more documents, select a quantity from Page size or click Next.
  2. Select the documents in the bottom section of the page that you want to link to the current object and click Link. The documents are removed from the bottom section of the page.

    Tip    Select the checkbox in the header row to add or remove all of the found documents from your selection.

    Note    The links are created immediately after clicking the button, not after clicking OK or Apply as is usual. Also, clicking Cancel does not revoke the actions that you have taken while in edit mode.

  3. When you are finished linking documents, click OK or click View linked documents.

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