Configure the Assembly Options

Meridian can enforce rules that determine the status of subassembly and part documents when Meridian releases an assembly document that references the other documents. You can also configure a default destination folder where you want the copies of assemblies to be created.

To configure the assembly options:

  1. In Configurator, expand Environment in the configuration tree and select Vault Settings.

    The vault's settings appear in property pages in the right pane.

  2. Click the Assemblies tab.

    The options and their current settings are shown.

  3. Click Edit.

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

  5. Click OK.

Assembly options
Option Description

Releasing an assembly document

Select the option that best matches your typical business process:

  • Select Releases the assembly document and all its references if subassemblies and parts are not referenced by other assemblies.

  • Select Releases the assembly document only if subassemblies and parts are referenced by other assemblies.

    This option affects only the reference types that are created by the CAD application links.

This setting is also affected by the Duplicator Default Action setting of each document type as described in Create And Edit Document Types and by the configuration of the reference types as described in Create And Edit Reference Types.

Copy/Derive with references options

To force all assembly copies to a default folder:

  1. Select Do not show Select Folder dialog before copying.
  2. Click Browse A yellow folder with a spyglass looking at its contents. and select a destination folder in the vault.

2023