BlueCielo Meridian Enterprise 2012 User's Guide | BlueCielo ECM Solutions

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Understanding property pages

The property pages pane contains property pages (see the following figure) that display a thumbnail image and the basic properties of the currently selected item: document, folder, work area, or the root of the vault. Each of these items has at least one property page but may have more depending on the configuration and customization of the item. Empty or partially empty property pages may display during the creation of new documents, work areas, or folders for you to type required and optional values. The properties shown on a property page may be system properties (Status, Size, and so on) or custom properties configured by a system administrator. The following figure shows a typical Document property page, which is present for all document types regardless of any other configuration that has been performed. Property pages can show a variety of icons, links, and other features.

The following table describes the unique features of the Properties pane.

Property page features
Number Icon Description
1

The graphics of this icon are different for each file type and depend on the application registered in Windows on the current computer. Clicking this icon displays the Advanced Document Information dialog box that lists all property information for the selected document.

  Indicates that the selected document or its rendition has electronic redlines associated with it that can be shown and edited in the viewer.
  Indicates that the selected document has a rendition associated with it that is newer than the native document and can be shown in the viewer.
  Indicates that the selected document has a rendition associated with it that is older than the native document and should be updated.
 

The graphics of this icon may be different for each folder type. Clicking this icon displays the Advanced Folder Information dialog listing all property information for the selected folder.

2

Indicates that the selected document has references to other documents in the vault. Click this icon to display a graphical diagram of the reference relationships as described in Viewing references.

3

NEW  

Rendition page

Shows property values that determine how renditions are created from the source document. For more information about renditions, see NEW Working with renditions.

4

Document name Also the file name. May be calculated automatically by the system depending on the configuration of the vault.
5

Comment:

Click the hyperlink to display historical workflow information about the document, which includes comments typed by workflow participants when they executed workflow transitions.
6 Indicates that the selected document is either a master document or a project copy. For more information, see Showing project copies.
7

Status:

Indicates whether the document or folder is in an active workflow. Click the hyperlink to open a dialog box that shows a graphical diagram of the workflow. The current workflow state will be shown highlighted in red. For more information, see Viewing the current workflow.

8

NEW  

Electronic signatures link

Shows electronic signature information for the current document. Typically used only with the Meridian FDA Module. For more information about the Meridian FDA Module, see the BlueCielo Meridian FDA Module User's Guide.
9

Click this icon to run a search as described in Using Key Find.

Folders display a similar Folder property page showing the folder’s details and, if the Meridian Advanced Project Workflow Module is installed, details about the project type and project workflow status information. Property pages for existing items may or may not be editable depending on your security privileges and the configuration of the vault. The icons and hyperlinks on some property pages activate commands when clicked.

Related concepts

Understanding navigation views

Understanding the shortcut menus

Understanding scopes

Related tasks

Selecting a scope

Related information

Navigation view icons

Understanding the command-line arguments


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