BlueCielo Meridian Project Portal 2012 User's Guide | BlueCielo ECM Solutions

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Updating existing files

Checking out and checking in files to modify them creates a new version. Sometimes, you might need to update a file without creating a new version. You can update existing files without creating a new version as described in the following task.

To update an existing file:

  1. If you want to first edit the active version that resides in Meridian Project Portal, perform the following steps. Otherwise, skip to step 2.
  1. Open the file on your computer by viewing it as described in Viewing files. The file is opened read-only in the application registered in Windows for the file type.
  2. Save the file temporarily to your computer but do not change the name of the file. The file becomes read/write.
  3. Edit the file as necessary and save your changes.
  1. Upload the file as described in Adding files to documents.

Related concepts

Working with external reference files 

Related tasks

Viewing files

Creating a file from a template

Adding files with drag and drop upload

Adding files with classic upload

Adding and editing plain text files

Adding URLs to documents

Deleting files and URLs

Checking out files

Checking in files

Unlocking files

Exporting data from items on the Clipboard

Extracting files from documents on the Clipboard


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