Selection shortcut menu details

The Selection shortcut menu contains commands for working with a selection (batch) of documents. It is only visible when at least one document is selected. To make a selection of documents, select check boxes on the left side of the navigation view. In any navigation view, right-click a selection of documents to display the Selection shortcut menu.

Note To display the Selection shortcut menu, you must not right-click a document or folder name; otherwise the Document or Folder shortcut menu will appear instead. In other words, right-click when the pointer is an arrow

instead of a hand

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

Selection shortcut menu commands
Command	Description
Clear Selection	Clears the active selection of documents.
Vault
Add Document	Adds a new document in the current folder. The document can be created from a template residing in the vault or from a file you select to upload. For more information, see Uploading documents and Creating documents.
Import Documents¹	Displays a dialog that can be used to upload multiple documents to the current folder in one operation. For more information, see Uploading documents and Creating documents.
<Public Collections>	Selecting a saved search displays its search criteria for editing and execution. For more information, see Configuring a dynamic collection.
<Custom Commands>	Any administrator-defined custom commands that operate on a selection of documents.
Add to Collection	Adds the selected documents to an existing collection that you select.
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.
Build Report	Displays a page listing report definitions from which to select and build a report file based on the selected documents.For more information, see Building a report.
Commands
<Custom Commands>	Any system administrator-defined custom commands that operate on a selection of documents are listed here.
Selection
Open	Downloads the selected documents and opens them in the registered Windows application. Notes 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. If the selection includes documents that are referenced by other documents in the selection, the documents that are opened might not be the ones that you expect, depending on which document has focus when you run this command.
Download Selected¹	Downloads the latest revisions of the selected documents.
Download Rendition	Downloads the renditions of the latest revisions of the documents to your Local Workspace. For more information, see About local workspaces.
Compare	Compares the selected documents in the viewer as described in Comparing documents.
Delete	Deletes the selected documents from the vault. For more information, see Deleting and undeleting documents and folders.
Convert to Hybrid	Converts an image document into a hybrid document as described in Converting normal documents into hybrid documents.
Issue New File Name	Issues a new document name to each selected document based on the naming convention configured for the document type. For more information, see Issuing a new file name.
Build report	Displays a page listing report definitions from which to select and build a report file based on the selected documents. For more information, see Building a report.
Workflow
<Workflow Transitions>¹	The names of valid workflow transitions for the current status of the selected documents are listed here. The names vary depending on the workflow assigned to the document type. For more information, see Working with document workflows.
<Work Area Transitions>	The names of valid work area transitions for the current status of the work area are listed here. The names vary depending on the workflow configured for the work area. For more information, see Working with work areas.
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.

Selection shortcut menu commands

Command

Description

Clear Selection

Clears the active selection of documents.

Vault

Add Document

Adds a new document in the current folder. The document can be created from a template residing in the vault or from a file you select to upload. For more information, see Uploading documents and Creating documents.

Import Documents¹

Displays a dialog that can be used to upload multiple documents to the current folder in one operation. For more information, see Uploading documents and Creating documents.

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

Any administrator-defined custom commands that operate on a selection of documents.

Add to Collection

Adds the selected documents to an existing collection that you select.

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.

Build Report

Displays a page listing report definitions from which to select and build a report file based on the selected documents.For more information, see Building a report.

Commands

Any system administrator-defined custom commands that operate on a selection of documents are listed here.

Selection

Open

Downloads the selected documents and opens them in the registered Windows application.

Notes

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.
If the selection includes documents that are referenced by other documents in the selection, the documents that are opened might not be the ones that you expect, depending on which document has focus when you run this command.

Download Selected¹

Downloads the latest revisions of the selected documents.

Download Rendition

Downloads the renditions of the latest revisions of the documents to your Local Workspace. For more information, see About local workspaces.

Compare

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

Delete

Deletes the selected documents from the vault. For more information, see Deleting and undeleting documents and folders.

Convert to Hybrid

Converts an image document into a hybrid document as described in Converting normal documents into hybrid documents.

Issue New File Name

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

Build report

Displays a page listing report definitions from which to select and build a report file based on the selected documents. For more information, see Building a report.

Workflow

<Workflow Transitions>¹

The names of valid workflow transitions for the current status of the selected documents are listed here. The names vary depending on the workflow assigned to the document type. For more information, see Working with document workflows.

The names of valid work area transitions for the current status of the work area are listed here. The names vary depending on the workflow configured for the work area. For more information, see Working with work areas.

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.

Related concepts

About Web Access

Understanding the shortcut menus

About read only Web Access

Related tasks

Opening a vault

Navigating to a document