Uploading documents

You can upload files to the vault either as new documents or to replace the content in existing documents.

Notes

• To upload more than one document at a time, the Enable Meridian Web Client option must be enabled as described in Setting personal preferences.
• Importing files with external references in this way will not create Meridian references.

To upload files as new documents in the vault:

1. Select the folder where you want the uploaded documents to reside.
2. Click the Add New Document icon in the toolbar to upload a single document. Click the Add Multiple Document icon in the toolbar to upload more than one document. The Add Document/Select Files dialog box appears.
3. Click Add, select a file to upload, and click Open. The file name is added to the file list. Select a file and click Remove to remove it from the list.
4. Repeat step 3 to select all of the files you want to upload and then click Next. The Progress dialog box appears while the files are uploaded, showing the results.
5. If a page appears prompting you to select a document type for files that you uploaded, select from Document type and click Next.
6. If any property pages appear for the documents you uploaded, type any known values in the property pages and click Finish when you are finished. The files are uploaded to the current folder or, if their location is controlled by the vault’s Field-Path definition, they are created in the appropriate folders.

NEW  To upload a file to replace the content of an existing document in the vault:

Note    To prevent errors, the document must be in a released workflow state or the vault must be customized to release the document upon replacement of the content.

1. Locate the document for which you want to replace its content.
2. In a navigation view, right-click the name of the document and on the shortcut menu that appears, click Replace Content. The Replace Content dialog box appears.
3. Click Browse and select the file that you want to upload.
4. Click Yes.