BlueCielo Meridian Enterprise 2017 User's Guide

Uploading documents

With the Meridian Web Client, you can upload files to the vault either as new documents, to replace the content in existing documents, or as new or updated renditions.

To upload files as new documents in the vault:

1. In the New ribbon, in the Documents group, click Import Documents.

   OR

   Right-click any folder, point to Folder, and click Import Documents.

   The IMPORT DOCUMENTS dialog box appears.

2. To select the files to import using drag and drop:

   • Drag the files from Windows Explorer or your desktop onto the file list and drop them.

   To select the files to import using a file browser:

   • Click Add, select the files to upload, and click Open.

     The file names are added to the file list. Select a file and click Remove to remove it from the list.

3. If necessary, repeat step 2 to add all of the files that you want to import.
4. If you also want to create Meridian references between the files that have external references, enable Synchronize References from Files.
5. Click Next. The Import document / Select Folder dialog box appears. The current folder is selected by default.
6. If necessary, select a different folder where you want the imported documents to reside. If you want all the imported documents to reside in the same folder, enable Use this folder for other documents as well.
7. Click Next. If a page appears prompting you to select a document type for the files that you uploaded, select one from Document type and click Next.

8. If any property pages appear for the documents you are importing, type any known values in the property pages and click Finish when you are finished.

   A progress dialog box shows the results while the files are imported. The files are uploaded to the selected 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:

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.

To upload files as new documents in the vault:

• See Importing files using drag and drop.