Open a Document From Within Meridian

You can open a document for editing from within Meridian if the document's source application is installed on your computer.

It is also very convenient to open vault documents from within their native application instead of from within Meridian Enterprise. For more information, see Application Integration.

ClosedTroubleshooting

If the document opens in the source application as read-only even if the Open read-only option was not selected in the preceding task, there can be several reasons:

  • The Suspend viewing the document option in PowerUser is not enabled as described in Advanced Options.

  • Due to inadequate network or server performance, the application did not detect that the viewer in PowerUser had released the file. If the situation persists, temporarily disable the viewer and reopen the file.

  • The file is corrupted and needs to be repaired.

    To open an AutoCAD drawing read-write so that it can be repaired:

    1. Close the drawing.

    2. Disable the viewer in PowerUser.

    3. Reopen the drawing in AutoCAD.

    4. Use the AUDIT command in AutoCAD to repair the file.

ClosedPowerWeb Procedures

Use these steps for PowerWeb.

If you attempt to open a document where the version in the vault is newer than the version in your local workspace, PowerWeb warns you that the document may contain updates from other users, and that any local changes may be lost after synchronization. You can then abort the operation. If you choose to abort the operation, nothing is changed in the local workspace or the vault.

To open a document for editing from within Meridian:

  1. Choose one of the following options:

    • Double-click the document name.

    • In a navigation view:

      1. Right-click the name of the document that you want to download.

      2. Point to Edit, and then click Open.

    • In the Edit ribbon, in the Upload/Download group, on the Download Document menu, click Open.

    • View the document as described in View Documents and click Open.

      If the document is under change by you in a workflow, it will open immediately. If not, a dialog will show the actions that are available to you.

    • From the Thumbnails view:

      1. Right-click a thumbnail of a folder or document.

      2. Point to Edit and then select Open.

  2. Click options or type values using the descriptions in the following table.

  3. Click OK.

    A progress dialog box appears while the document is downloaded from the server to your computer where it opens in the Windows application that is registered for the file extension of the document.

ClosedPowerUser Procedures

Use these steps for PowerUser.

To open a document for editing from within Meridian:

  1. Choose one of the following options:

    • Double-click the document.

    • On the Document menu, select Open in Application.

    • Click the Open in Application button in the Main toolbar. The icon on this button is different for each file type.

    • Right-click the document to display the shortcut menu and then click Open or Open With.

      If the document is under change by you in a workflow, it will open immediately. If not, a dialog will show the actions that are available to you.

  2. Click options or type values using the descriptions in the following table.

  3. Choose between three options:

    • Click OK to perform the selected action.

    • Click Skip to perform no action on the document named in the dialog title bar and proceed to the next document in the current batch, if applicable.

    • Click Cancel to stop processing the selected documents.

ClosedDocument Open Actions

Document open actions
Option Description

None (don't save changes)

Opens the document in its application read-only. You will not be able to save any changes that you make. However, this is useful for viewing, printing, and other purposes and will not create a new revision of the document.

Start Quick Change

Checks the document out to you in a Quick Change workflow and opens the document in its application. If you have not been assigned the Start Quick Change privilege, this option is unavailable.

<TransitionName>

Executes the selected transition in the workflow that is configured for the document type, checks the document out to you, and opens the document in its source application. If you do not have the privilege to start a workflow, you are redirected to the document in Meridian Explorer.

You can enter a short comment in the document log...

Type a brief explanation as to why you are editing the document, the changes that you will make, or other comments that could be valuable to other users or for historical reference.

Apply to all documents

Applies the selected action and the typed comments to all documents in the current batch and you will not be prompted again.

2022 R2