Link Folders To Meridian Portal
Meridian Enterprise folders can be linked to Meridian Portal projects either:
- When the project is created in Meridian Portal as described in Create Projects In Meridian Portal
- After the folder was created in Meridian Enterprise as described in this task
A Meridian folder cannot be linked to a Meridian Portal project if:
- The Meridian folder is not a folder type that has its Can be linked to M360 projects option enabled in the vault configuration. For information about your vault configuration, ask a system administrator.
- The folder contains documents that have already been linked to a different Meridian Portal folder.
- The Meridian Portal project that you want to link to is not a Standard Project type project. Packages Only type projects cannot be linked to Meridian Enterprise.
To link a Meridian folder to a Meridian Portal project:
-
Right-click the folder that you want to link, point to Folder, and then click Link To Meridian Portal on the shortcut menu that appears.
Or
In the Folder ribbon, in the Action group, click Link To Meridian Portal.
The Meridian Portal Projects dialog appears and lists the available projects.
- Select an existing project to which you want to link and click OK or click New project to create a new Meridian Portal project first.
- Click OK. The folder is linked to the project and the project name is shown on the property page of the folder with a hyperlink button that will open the project.
To unlink a Meridian folder from a Meridian Portal project:
-
Right-click the folder that you want to link, point to Folder, and then click Unlink From Meridian Portal on the shortcut menu that appears.
Or
In the Folder ribbon, in the Action group, click Unlink From Meridian Portal.
- A confirmation dialog box appears.
- Click Yes. The folder is unlinked from the project.
To link a Meridian folder to a Meridian Portal project:
- Right-click the folder that you want to link, point to Master/Project Copy, and then click Link To Meridian Portal on the shortcut menu that appears. The Meridian Portal Projects dialog appears and lists the available projects.
- Select the project to which you want to link and click OK. A confirmation dialog appears.
- Click Yes. The folder is linked to the project and the project name is shown on the property page of the folder.
