Create References

Creating a reference establishes a link between two documents so that they can be found together, the effect of a revision can be traced, and the origins of derivative or replacement documents can be traced.

Note:

Meridian does not support circular references. That is, any combination of documents that, when referenced to one another, create a circular path.

ClosedPowerWeb Procedures

Use these steps for PowerWeb.

ClosedCreate References by Selecting Documents

Note:

The reference source document and destination documents must be visible in the same view to create references.

To create references by selecting documents:

  1. Select the documents that you want to link.

  2. Right-click the document that you want to be the destination of the links.

  3. Point to Document and then click Create References.

    The Create References dialog box appears.

  4. To reverse the direction of the references, click Reverse.

  5. Select a reference type from Reference Type and then click OK.

    The references are created as indicated by the Show Referenced Documents icon A chain link. on the Document property pages of the linked documents.

ClosedCreate References by Searching for Documents

To create references by searching for documents:

  1. Choose one of the following options:

    • From the context menu:

      1. Right-click one of the documents that you want to link.

      2. Point to Document and then click Create References.

        The Find destination documents for reference dialog box appears.

    • In the Document ribbon, in the Action group, click Create References.

      This option is not available if multiple documents are selected.

      The Find destination documents for reference dialog box appears.

    • From the Thumbnails view:

      1. Right-click a thumbnail of a document.

      2. Select Document > Create References.

        The Find destination documents for reference dialog box appears.

  2. Select a reference type from Reference Type.

  3. Type the beginning or all of the name of the documents that you want to link to in Name or type keywords for other properties in Quick Search and press Enter.

    The matching document names appear in the list.

  4. Select the documents that you want to link to the source document and then click Create References.

    The references are created as indicated by the Show Referenced Documents icon A chain link. on the Document property pages of the linked documents.

ClosedPowerUser Procedures

Use these steps for PowerUser.

To create a reference:

  1. Select one of the documents to be linked.

    If the other document to be linked is also visible, select it also.

  2. On the Document menu, select Create Reference.

    If you only selected one document, the Select Documents dialog box appears.

  3. Select the other document to be linked and click OK.

    The Create Reference dialog box appears listing the documents to be linked.

  4. To reverse the direction of the reference, click Reverse.

  5. Select a reference type from Reference Type and then click OK.

    The reference is created as indicated by the Show Referenced Documents icon A chain link. on the Document property pages of both documents.

2022 R2