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

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Navigating to a document

You can use the Navigation views in Web Access to browse to documents just as you can in the other Meridian client applications.

But unlike the other Meridian client applications, you must open a document property page before the menu bar is visible and you can work with the document.

To navigate to a document:

  1. From the View menu, select the Navigation view that displays the most information you know about the document you are looking for.
  2. Click the icon or name of the folder that best matches the information you know about the document you want find. The folder opens to reveal its contents. To close the folder, click it again. A green check mark  indicates the current folder.
  3. When you find the document you are looking for, click the document name hyperlink in the Navigation view. The document’s property pages appear. Click the document’s icon in the Navigation view instead to view the document in a viewer window.
  4. To return to exploring folders, you can do one of the following:

Related concepts

About Web Access

Understanding the shortcut menus

About read only Web Access

Related tasks

Opening a vault

Finding documents

Creating a folder

Creating documents

Downloading documents

Uploading documents

Working with document workflows

Building a report

Working with work areas

Working with references

Working with hybrid documents

Setting personal preferences

Sending document shortcuts from Web Access

Logging off

Related information

Document shortcut menu details

Folder shortcut menu details

Selection shortcut menu details


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