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

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Creating a reference

Creating a reference establishes a link between two documents so that they can be found together, the effect of a revision can be traced, and the origins of derivative or replacement documents can be traced.

Note Meridian does not support circular references. That is, any combination of documents that, when referenced to one another, create a circular path.

To create a reference:

  1. Select one of the documents to be linked. If the other document to be linked is also visible, select it also.
  2. On the Document menu, select Create Reference.
  3. If you only selected one document, the Select Documents dialog box appears. Select the other document to be linked and click OK. The Create Reference dialog box appears listing the documents to be linked.
  4. To reverse the direction of the reference, click Reverse.
  5. Select a reference type from Reference Type and then click OK. The reference is created as indicated by the Show Referenced Documents button  on the Document property pages of both documents.

Related concepts

Understanding document references

Working with references

Related tasks

Synchronizing references

Duplicating references

Viewing references

Using the Reference Explorer


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