Understanding property values of imported documents

When a new document is imported to a vault from a briefcase, the property information can come from several sources:

• The properties stored in the briefcase
• The values of title block attributes
• The wizard pages completed by the user when the new document was added

To make sure the property information is added correctly, the following order is used to add properties to new documents imported from a briefcase:

1. The properties stored in the briefcase are read first.
2. If so configured, the properties are synchronized from the document’s title block attributes using the Synchronize Properties from File command. This overwrites any existing briefcase property values that have the same name.
3. The resulting property values are presented to the user as defaults in wizard pages.  The user may choose to accept or override these values.

Note    If a new document is added to a briefcase with BlueCielo View, imported into a vault, modified, and then checked out to the same briefcase, an odd situation arises. Meridian uses the GlobalID value of the Meridian system as part of the document ID that is stored in the briefcase. This allows documents to be moved between different Meridian systems and maintain their association with their source vault. When a document is added to a briefcase using BlueCielo View, it has no such identifier. Hence in the situation described above, after the modified document is checked out again to the briefcase, the user will see two copies of the document. The one shown with the status New Document is the original copy added by BlueCielo View and should be deleted from the briefcase because it does not contain the changes made to the copy in the vault. The correct revision to keep is the one checked out from Meridian. It will be listed with the Checked Out status.