Showing master and project copies

To view the references between master documents and project copies:

  1. Right-click either a master document or a project copy, point to Managed Change, and then click Show master and project copies on the shortcut menu that appears.

    Or

    Select either a master document or a project copy and then on the Document page next to the document name, click the Show master and project copies icon .

    The Master and Project Copies page appears and shows the current document and its references to the other documents in its family. The row of the current document is highlighted so that you know where you are within the family.

    Tip    The work-in-progress icon is red   for master documents, blue   for project copies, and crossed shovels   for inactive project copies.

  2. To see the path of a document:
    • Hover the pointer over the document name.

    To use the shortcut menu for the document:

    • Right-click the document name.

    To hide obsolete project copies:

    • Click Hide inactive project copies.

      Active project copies are those project copies that have not yet been reconciled with the master document.

      Inactive project copies are those project copies that have already been reconciled with their master document.

    To return to the selected document:

    • Click Close.

Related concepts

About the Meridian Web Client

Understanding the menus

About read-only web access

Related tasks

Opening a vault

Navigating to a document

Finding documents

Creating a folder

Creating documents

Downloading documents

Uploading documents

Working with document workflows

Building a report

Working with work areas

Working with references

Working with hybrid documents

Setting personal preferences

Sending document shortcuts from the Meridian Web Client

Logging off