Accruent Meridian Enterprise 2020 Configuration Guide

Apply Custom Extensions To a Document Type

Custom user interface extensions can be applied to document types. These extensions may act upon custom properties used by the document type or act upon the documents’ content. Any property pages included in the extension will appear in Configurator as property pages in the Pages branch of the configuration tree.

Note:

The extensions that you want to apply must already be registered in the vault configuration. For more information on registering extensions, see Register Custom Interface Extensions.

To configure the Extensions page options:

  1. In Configurator, expand Document Types in the configuration tree to display the existing document types.
  2. Select the document type that you want to configure. The document type’s property pages appear in the right pane.
  3. On the Extensions page, click options or type values using the descriptions in the following table.
  4. Click the OK button to save your changes.
Custom extension options
Option Description

Add

To apply a Visual Basic user interface extension to this document type, click the Add button, select a custom extension, and click OK.

Remove

To remove a custom user interface extension from this document type, select the extension in the list and click the Remove button.

Note:

Do not remove the Document User Interface or AutoPages Host extensions. They are included with all Meridian systems and required.

Up and Down

Click the Up and Down buttons to arrange the order of the extensions in the list. Their order determines the order in which their property pages display in the Meridian client applications, from left to right.