Importing documents from a briefcase

Meridian allows you to import documents from an existing briefcase into a vault. This can be useful for importing documents provided by business partners or generated at remote sites.

To import from a briefcase:

On the Vault menu, click Import from Briefcase. The Select Briefcase dialog box appears.

Select a briefcase from the list or click the Open Briefcase button

and browse to locate the briefcase you want to import. The Import from Briefcase dialog displays the documents contained in the briefcase.

The documents are grouped by their change status as compared to the source documents in the vault. The various types of status are described in the following table.

Briefcase import options
Status	Meaning
Not changed	The document has not changed since it was added to the briefcase. Importing the document is not necessary, so Do Nothing is the default for Action.
Properties Changed	One more properties of the document in the briefcase have changed since the document was added to the briefcase. The default for Action is Update, which will update the vault properties (but not the file) from the briefcase.
Documents Changed	The briefcase document has changed (is newer than the corresponding document in the vault) and should be checked in. Check In is the default for Action.
New Documents	The document was added to the briefcase from another vault or added by BlueCielo View. It should be added to the vault, so Import is the default for Action.

Briefcase import options

Status

Meaning

Not changed

The document has not changed since it was added to the briefcase. Importing the document is not necessary, so Do Nothing is the default for Action.

Properties Changed

One more properties of the document in the briefcase have changed since the document was added to the briefcase. The default for Action is Update, which will update the vault properties (but not the file) from the briefcase.

Documents Changed

The briefcase document has changed (is newer than the corresponding document in the vault) and should be checked in. Check In is the default for Action.

New Documents

The document was added to the briefcase from another vault or added by BlueCielo View. It should be added to the vault, so Import is the default for Action.

If you want to change the import action for any of the documents, right-click the document, point to Change Action, and select a different action from the shortcut menu.

When you are satisfied with all of the actions to be performed, click OK. The Briefcase Template dialog box appears.

Select the briefcase template that is configured with the property import mappings you want to use and click OK. In most cases, you should choose the same template as the one from which the briefcase was made. You may choose other templates to import more or fewer properties. The documents in the briefcase are imported depending on the actions you chose. The Import from Briefcase dialog box appears.

Click options or type values using the descriptions in the following table.

Briefcase import options
Option	Description
Use relative path	If selected, imports the documents to a folder in the vault that is relative to the active folder using the document paths stored in the briefcase. If not selected, imports the documents to an absolute path calculated from the root folder of the vault.
Sync properties from file	Synchronizes the vault properties from the imported documents after the import has finished.
Native	Imports the documents' native files from the briefcase.
Rendition	Imports the documents' rendition files from the briefcase. To include any redlines of the renditions, also select Rendition redlines.
Thumbnail	Imports the documents' thumbnail images from the briefcase.
Skip reference information	If selected, prevents resolving any references after the import has finished.

Briefcase import options

Option

Description

Use relative path

If selected, imports the documents to a folder in the vault that is relative to the active folder using the document paths stored in the briefcase. If not selected, imports the documents to an absolute path calculated from the root folder of the vault.

Sync properties from file

Synchronizes the vault properties from the imported documents after the import has finished.

Native

Imports the documents' native files from the briefcase.

Rendition

Imports the documents' rendition files from the briefcase. To include any redlines of the renditions, also select Rendition redlines.

Thumbnail

Imports the documents' thumbnail images from the briefcase.

Skip reference information

If selected, prevents resolving any references after the import has finished.

If the briefcase contains any new documents, the Select Folder dialog will appear for each document so that you can choose a destination folder in the vault to store the new documents. Select the appropriate folder and click OK.

If the document types of the new documents display any wizard pages, complete the pages and click Finish.

Related concepts

About briefcases

Related tasks

Viewing a briefcase

Adding documents to a briefcase

Creating a briefcase transmittal document

Understanding property values of imported documents


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