Download Documents

When you place documents under change to yourself in a workflow as described in Route a Document In a Workflow, the documents are automatically downloaded to your local workspace, ready for editing. In other situations when you want a local copy of documents, you must download them manually. To download the rendition of a document, see Download Renditions.

ClosedPowerWeb Procedures

Use these steps for PowerWeb.

ClosedDownload Documents to Local Workspace

To download documents to the local workspace on your computer:

  1. In any navigation view, select the documents that you want to download.

  2. Choose between two options:

    • In the Edit ribbon, in the Download group, click Download Document.

    • Right-click over your selection, point to Edit, and then click Download Selected.

      If your computer is configured to use a site cache, a confirmation dialog box appears if:

      • This is the first time that you have used the site cache.
      • You are working from a different computer than the last time that you used the site cache.
  3. Click Yes.

    The documents download to the local workspace folder on your computer in the background.

ClosedDownload Documents to Specific Location

Note:
  • This task requires the ActiveX compatibility mode option be enabled as described in Personal Preferences.

  • It is not possible to use this option to download documents with their references.

To download documents to a specific location on your computer:

  1. In any navigation view, select the documents that you want to download.

  2. In the Edit ribbon, in the Download group, click Download to Folder.

    The Meridian Upload/Download Control dialog box appears.

  3. Select the desired options and then click OK.

    The documents download to your computer in the background.

ClosedDownload a Batch of Documents

To download a batch of documents:

  1. Conduct a search.

  2. Select the Search Results heading.

    This will apply the command you select to all results in your search, including results on subsequent pages.

  3. Select the Download Document command from the Edit tab.

    If your computer is configured to use a site cache, a confirmation dialog box appears if:

    • This is the first time that you have used the site cache.
    • You are working from a different computer than the last time that you used the site cache.
  4. Click Yes.

    The documents download to the local workspace folder on your computer in the background.

ClosedPowerUser Procedures

Use these steps for PowerUser.

To download documents to your computer:

  1. In a navigation view, select the documents that you want to download.

  2. Drag and drop the documents onto your desktop or the Windows Explorer location where you want to work with them.

2021 R2