Uploading documents

You can upload files to the vault either as new documents, to replace the content in existing documents, or as new or updated renditions.

Notes

• To upload more than one document at a time, the Enable Meridian Web Client option must be enabled as described in Setting personal preferences.
• Importing files with external references in this way will not create Meridian references.

To upload files as new documents in the vault:

1. Select the folder where you want the uploaded documents to reside.
2. Click the Add New Document icon in the toolbar to upload a single document. Click the Import Documents icon in the toolbar to upload more than one document. The Add Document/Select Files dialog box appears.

3. To select the files using a file browser:

   • Click Add, select a file to upload, and click Open. The file name is added to the file list. Select a file and click Remove to remove it from the list.

   To select the files using drag and drop:

   • Drag the files from Windows Explorer or your desktop onto the file list and drop them.
4. Repeat step 3 to select all of the files you want to upload and then click Next. The Progress dialog box appears while the files are uploaded, showing the results.
5. If a page appears prompting you to select a document type for files that you uploaded, select from Document type and click Next.
6. If any property pages appear for the documents you uploaded, type any known values in the property pages and click Finish when you are finished. The files are uploaded to the current folder or, if their location is controlled by the vault’s Field-Path definition, they are created in the appropriate folders.

To upload a file to replace the content of an existing document in the vault:

Notes

• To prevent errors, the document must be in a released workflow state or the vault must be customized to release the document upon replacement of the content.
• By default, the redlines for the existing document content will be deleted. If the redlines should be retained (to check that changes to the document have been done properly, for example) consult a system administrator about disabling this behavior.

1. Locate the document for which you want to replace its content.
2. In a navigation view, right-click the name of the document and on the shortcut menu that appears, point to Document and then click Replace Content. The Replace Content dialog box appears.
3. Click Browse and select the file that you want to upload.
4. Click Yes.

To upload a file as a rendition of an existing document in the vault:

1. Locate the document for which you want to upload its rendition.
2. In a navigation view, right-click the name of the document and on the shortcut menu that appears, point to Document and then click Attach Rendition. If a rendition is already attached to the document, click Upload Rendition. The corresponding dialog box appears.
3. Click Browse and select the file that you want to upload.
4. Click Yes. The file is uploaded to the selected document as its rendition.