Create a New Document From A Template

To import an existing file:

• See Upload Documents.

To create a new document from a template:

1. Select the folder where you want the new document to reside.

   If the location of new documents is controlled by the vault’s Field-Path definition, you can select any folder because the Field-Path definition will store the document in the correct folder regardless.

2. In the New ribbon, in the Documents group, click New Document.

   The Add Document/Select Document Type dialog box appears.

3. Select a document type from Document type and click Next.

4. Select a template from Document template and click Next.

   Any property pages assigned to the document type for new documents appear.

   The default values of the properties on these pages are the names of the corresponding folders in the path that you selected in step 1.

5. Type any known values in the property pages and click Finish when you are done.

   The new document is created in the current folder or, if its location is controlled by the vault’s Field-Path definition, it is created in that folder. The configured document type workflow (if any) is started and the document’s General property page appears.

To import an existing file:

• See Import Files Using Drag And Drop.

To create a new document from a template:

1. Choose one of the following options:

   • On the Vault menu:

     1. Point to New.

     2. Select a document type from the sub-menu.

     3. Select a template from the next sub-menu.

   • Click the New Document button on the Main toolbar.

   • In any Navigation view:

     1. Right-click the destination folder to display the Folder shortcut menu.

     2. Point to New.

     3. Select a document type from the sub-menu.

     4. Select a template from the next sub-menu.

   • The vault might be configured to prevent access to certain document types. If so, instead of sub-menus appearing as described above, the available document types and templates are presented in a dialog box similar to the following figure. If a scope is active, document types that are not enabled for that scope will not appear for selection.

     Select a document type and template and then click Create.

     

   If the document type you selected has property pages associated with it, they will appear for you to type any known information.

2. Complete each property page and click Next or Finish.

   A new document is created in the current folder or in the folder calculated by the Field-Path definition of the vault configuration.

   The default values of the properties on these pages are the names of the corresponding folders in the path that you right-clicked.

   If the document type you selected performs automatic document naming, Meridian assigns a calculated name. If not, a default document name is assigned that you may overwrite with any name you want.

   Note:

   Document names that begin with a period are not allowed, although periods may be used elsewhere in the name.