BlueCielo Meridian Enterprise 2017 User's Guide

Linking to a master document

Linking to a master document can be useful when you import a new document into a project folder from outside the vault. That is, it should become a project copy of a master document that resides in the vault but it was not copied from the master document using a managed change command. Linking the new project copy will create a reference to the master document that you select and will create a revision of the master document when the linked copy is released.

To link an imported document to a master document:

1. Right-click the imported document, point to Managed Change (Project), and then click Link to Master Document. The Find Master Document dialog box appears.
2. Select options and type values to find the master document and then click Find Now.
3. Select the master document in the list and click Link to Master.

OR

1. Select the imported document.
2. In the Project ribbon, in the Links group, click Link to Master Document. The Find Master Document dialog box appears.
3. Select options and type values to find the master document and then click Find Now.

4. Select the master document in the list and click Link to Master.

   The imported document is made a project copy of the selected master document. On the Document page of both documents, the reference icon appears next to the document name (if it did not already) and the project copy status icon appears next to the label Workflow. The new reference can be viewed as described in Showing master and project copies.

To link an imported document to a master document:

1. First select the master document to which you want to link to the imported document, then select the imported document second.

2. From the Document menu, point to Managed Change (Master/Project Copy), and select Link to Master Document. Then select the master document and click Link to Master Document.

   The imported document is made a project copy of the selected master document. On the Document page of both documents, the reference icon appears next to the document name (if it did not already) and the project copy status icon appears next to the label Workflow. The new reference can be viewed as described in Showing master and project copies.