Document shortcut menu details

The Document shortcut menu contains commands for working with one document. It is only visible when a document is selected. In any navigation view, right-click a document name to display the Document shortcut menu. Each section of the shortcut menu appears as a separate menu in the menu bar when a document is selected.

The following table briefly describes each command on the Document shortcut menu. Refer to topics elsewhere in this guide for details.

Document shortcut menu commands
Command	Description
Edit
Copy	Makes a copy of the document, creating a new document. Wizard pages are shown if available. For more information, see Copying a document.
Derive	Creates a derivative of a document. Wizard pages are shown if available. For more information, see Understanding the copy commands and Deriving a document.
Replace	Creates a replacement of the document. The original document is retired.For more information, see Understanding the copy commands and Replacing a document.
Rename	Renames the document. You are presented with a dialog to type the new name. For more information, see Replacing a document.
Delete	Deletes the document from the vault. For more information, see Deriving a document.
Vault
Find	Displays the Find page. For more information, see Using Find.
New Collection	Creates a new empty collection.
<Public Collections>	Selecting a saved search displays its search criteria for editing and execution. For more information, see Configuring a dynamic collection.
Commands
<Custom Commands>	Any system administrator-defined custom commands that operate on a document are listed here.
Document
Open	Downloads the selected document and opens it in the registered Windows application. This command overrides the Prompt before download and Open it in application settings but complies with the other settings described in Document transfer options details.
Download Document	Downloads the latest revision of the document to your Local Workspace. For more information, see About local workspaces.
Download Rendition	Downloads the rendition of the latest revision of the document to your Local Workspace. For more information, see About local workspaces.
Replace Content	Uploads a new file to replace the content of the selected document. For more information, see Uploading documents.
Show Document	Opens the document content or a rendition in the viewer. Which version is opened by default is determined by the View renditions option described in Setting personal preferences. You may then switch to the other version by clicking Show Document or Show Rendition in the viewer window. Where the viewer opens by default is determined by the View documents in a separate browser window option as described in Setting personal preferences.
Compare	Compares the selected documents in the viewer as described in Comparing documents.
Show Revisions	Shows a list of all the revisions of the document that reside in the vault. For more information, see Viewing prior revisions.
Show References	Shows all incoming and outgoing references. For more information, see Viewing references.
Create References	Create new references to or from the selected document. For more information, see Creating a reference.
Update Thumbnail	Updates the thumbnail image for the selected document.
Unlock Rendition	Unlocks the rendition for the selected document. For more information, see Unlocking renditions.
Update Rendition	Updates the rendition for the selected document. For more information, see Updating renditions.
Assign to Work Area	If work areas exist in the vault, displays a page listing work areas where the document can be assigned. For more information, see Assigning a document to a work area.
Modify Revision Number	Allows you to manually modify the revision number of the document. For more information, see Changing the revision number of an existing document.
Change Document Type	Changes the document type of the document. For more information, see Changing a document’s type.
Issue New File Name	Issues a new document name based on the naming convention configured for the document type. For more information, see Issuing a new file name.
Rendition
Attach Rendition	Attaches a local file that you select as the rendition of the selected document. For more information, see Attaching renditions.
Update Rendition	Queues the selected document for its rendition to be updated. For more information, see Updating renditions.
Workflow
<Workflow Transitions>	The names of valid workflow transitions for the current status of the selected document are listed here. The names vary depending on the workflow assigned to the document type. For more information, see Routing a document in a workflow.
Master/Project Copy
<Change Management Commands>	The names of valid change management commands for the current status of the selected document are listed here. The names vary depending on whether the selected document is a master document or a project copy, it’s current status, and whether the Meridian Advanced Project Workflow Module is enabled for the vault. For more information, see About project folders.
Miscellaneous
Preferences	Opens the Preferences page where you can configure various options. For more information, see Setting personal preferences.
Log Off	Logs off the current user and releases a license. For more information, see Logging off.

Document shortcut menu commands

Command

Description

Edit

Copy

Makes a copy of the document, creating a new document. Wizard pages are shown if available. For more information, see Copying a document.

Derive

Creates a derivative of a document. Wizard pages are shown if available. For more information, see Understanding the copy commands and Deriving a document.

Replace

Creates a replacement of the document. The original document is retired.For more information, see Understanding the copy commands and Replacing a document.

Rename

Renames the document. You are presented with a dialog to type the new name. For more information, see Replacing a document.

Delete

Deletes the document from the vault. For more information, see Deriving a document.

Vault

Find

Displays the Find page. For more information, see Using Find.

New Collection

Creates a new empty collection.

Selecting a saved search displays its search criteria for editing and execution. For more information, see Configuring a dynamic collection.

Commands

Any system administrator-defined custom commands that operate on a document are listed here.

Document

Open

Downloads the selected document and opens it in the registered Windows application. This command overrides the Prompt before download and Open it in application settings but complies with the other settings described in Document transfer options details.

Download Document

Downloads the latest revision of the document to your Local Workspace. For more information, see About local workspaces.

Download Rendition

Downloads the rendition of the latest revision of the document to your Local Workspace. For more information, see About local workspaces.

Replace Content

Uploads a new file to replace the content of the selected document. For more information, see Uploading documents.

Show Document

Opens the document content or a rendition in the viewer. Which version is opened by default is determined by the View renditions option described in Setting personal preferences. You may then switch to the other version by clicking Show Document or Show Rendition in the viewer window. Where the viewer opens by default is determined by the View documents in a separate browser window option as described in Setting personal preferences.

Compare

Compares the selected documents in the viewer as described in Comparing documents.

Show Revisions

Shows a list of all the revisions of the document that reside in the vault. For more information, see Viewing prior revisions.

Show References

Shows all incoming and outgoing references. For more information, see Viewing references.

Create References

Create new references to or from the selected document. For more information, see Creating a reference.

Update Thumbnail

Updates the thumbnail image for the selected document.

Unlock Rendition

Unlocks the rendition for the selected document. For more information, see Unlocking renditions.

Update Rendition

Updates the rendition for the selected document. For more information, see Updating renditions.

Assign to Work Area

If work areas exist in the vault, displays a page listing work areas where the document can be assigned. For more information, see Assigning a document to a work area.

Modify Revision Number

Allows you to manually modify the revision number of the document. For more information, see Changing the revision number of an existing document.

Change Document Type

Changes the document type of the document. For more information, see Changing a document’s type.

Issue New File Name

Issues a new document name based on the naming convention configured for the document type. For more information, see Issuing a new file name.

Rendition

Attach Rendition

Attaches a local file that you select as the rendition of the selected document. For more information, see Attaching renditions.

Update Rendition

Queues the selected document for its rendition to be updated. For more information, see Updating renditions.

Workflow

The names of valid workflow transitions for the current status of the selected document are listed here. The names vary depending on the workflow assigned to the document type. For more information, see Routing a document in a workflow.

Master/Project Copy

The names of valid change management commands for the current status of the selected document are listed here. The names vary depending on whether the selected document is a master document or a project copy, it’s current status, and whether the Meridian Advanced Project Workflow Module is enabled for the vault. For more information, see About project folders.

Miscellaneous

Preferences

Opens the Preferences page where you can configure various options. For more information, see Setting personal preferences.

Log Off

Logs off the current user and releases a license. For more information, see Logging off.

Note The commands in this menu are context sensitive, meaning their visibility depends on the current workflow state of the selected document and your security privileges.

Related concepts

About Web Access

Understanding the shortcut menus

About read only Web Access

Related tasks

Opening a vault

Navigating to a document

Finding documents

Showing master and project copies

Creating a folder

Creating documents

Downloading documents