What is in this guide

This guide describes the various features of Meridian Project Portal that can be configured and the tasks related to each. The major topics included in this guide are:

• High-level concepts employed by Project Portal
• How to customize folder and document properties
• How to customize the user interface to meet workspace-specific requirements
• How to maintain user accounts and groups
• How to configure installed Project Portal add-ons:
• Advanced File Management
• Alerts
• Document  Circulations
• Excel Reporting
• Kronomail
• Smart Paste
• Active Directory Connector
• Office Connector

Additional customizations such as modifications to the layout of page templates requires editing page templates and configuration files on the Meridian Project Portal server computer. While these modifications are also possible on a per-workspace basis, such changes are beyond the scope of this guide.

Note    The BlueCielo Project Portal Administrator’s Guide describes Project Portal server administration. The BlueCielo Project Portal User’s Guide describes how to use Project Portal to perform common document management tasks.