BlueCielo Meridian Enterprise 2017 Configuration Guide

Creating and editing briefcase templates

Briefcase templates are selected by users to create new briefcases in the Meridian client applications. A briefcase template is a named combination of a briefcase option set and a briefcase format that is used for a specific purpose.

To create or edit a briefcase template:

1. In Configurator, expand Environment in the configuration tree and select Application Link Settings. The settings for each link appear in property pages in the right pane.
2. Click the Briefcases tab. The Briefcase settings page appears in the right pane.

3. Click the Edit button to modify the settings.

   Tip    To export the settings file to your computer, click the Export button. This can be useful if you would rather edit the file in your favorite text editor. You can then copy your changes to the Clipboard and paste them into Configurator.

4. Locate the Templates definitions section indicated by a commented line that begins with a semicolon. This section lists the different templates included in the configuration.

5. To edit a briefcase template:

   • Locate the template name that you want to edit. For example, to edit the options for the template named MyTemplate, locate the section that begins with [MyTemplate].

   To create a new briefcase template:

   • Copy an existing briefcase template (including its name in square brackets and all settings up to the next briefcase template name in square brackets) to an empty line at the end of the Templates definitions section and change the briefcase template name to a name of your choice.
6. Edit each setting using the descriptions in the following table.
7. Click OK to save your changes.