BlueCielo Meridian Enterprise 2013 User's Guide | BlueCielo ECM Solutions

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Copying a master document to a project folder

Copying a master document to a project makes a copy of an existing master document to a project folder and links the project copy to the master document. This is similar to creating a new document as a derivative of an existing document. The purpose of the copy is to be further developed in the course of the project for eventual release as a new revision of the master document. For example, an as-built facility drawing may need to be modified as part of a facility upgrade or expansion. Yet, the as-built drawing needs to remain accessible by facility managers until the project is complete. The solution is to create a project copy of the current as-built drawing (master document) into a project folder, optionally locking the as-built drawing against other revisions. The project copy may then be modified as necessary without affecting the as-built drawing.

Note    Besides the normal Managed Change privileges, you also need the Start Quick Change privilege to use this command in Web Access.

To copy a document to an existing project:

  1. Select the master document to be copied to a project folder.
  2. From the Document menu, select Managed Change, and click Assign to Folder. The Select folder dialog box appears.

    Notes

  3. Select an existing project folder to copy the document to and click OK. Click New Folder to manually create a new folder, if necessary.

    Note    If the master document was last released from the same folder, a warning message will appear and the document cannot be reassigned to the same folder.
  1. If the master document has references, the Meridian Enterprise Reference Explorer appears similar to the following figure. It lists the master document and its reference documents. Documents that will be copied are indicated with a green checkmark icon . Documents that will not be copied are indicated with a magenta equals sign icon .

  1. By default, the project copy will reference the original reference documents and copies will not be made of them. Alternatively, you can copy the reference documents together with the master document and the master document will references the project copies of the reference documents (and copies of them made in the same project).

    To also copy specific reference documents to the project folder and reference them:

    To copy the selected document and all of its child reference documents and reference them:

    Click OK to begin copying. For more information about using the reference browser dialog, see Showing project copies.

  1. Depending on the document type of the document being added to the project folder, wizard pages may appear for input of document information. Complete any wizard pages that appear and click Finish. The master document is copied to the destination project in the Unchanged state.

    Notes

This completes copying a master document to a project folder. You can now edit the document or manage it as described in any of the following topics.

Related concepts

About project folders

Understanding project definitions

About importing documents

Understanding the copy commands

About scanning documents

Related tasks

Creating a new project folder

Showing project copies

Linking to a master document

NEW Unlinking from a master document

Releasing a project copy as a new master document

Unlocking a master document

Unlocking a master document from the project copy

Unlocking a master document from the master document

Discarding a document from a project

Creating a new document from a template

Copying a document

Deriving a document

Replacing a document

Importing hybrid documents


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