Create a Briefcase

You can add documents to an existing briefcase or create a new one from a template configured by a System Administrator.

Consult with a System Administrator for the purposes of each briefcase template and the names of briefcase templates that are configured to use custom formats such as ZIP or RAR.

Create New Briefcase

Add Documents to Briefcase

Use these steps for PowerUser.

To add documents to a new or existing briefcase:

Select the documents to add and then click Add to Briefcase on the Document menu. The Select Briefcase dialog box appears.

Note:
To add the entire contents of a folder to a briefcase, first select the folder and then click Add to Briefcase on the Folder menu.
- To add the documents to an existing briefcase:
  1. Select the briefcase from the list and click Select.
    
    The Add to Briefcase dialog box appears.
  2. Select options using the descriptions in the following table and click OK.
    
    The documents are added to the briefcase and the Briefcase dialog box appears, showing the current contents.
- To add the documents to a new briefcase:
  1. Click the downward-pointing arrowhead button next to the Create Briefcase button .
    
    A list of briefcase templates opens under the button.
  2. Select a template from the list.
    
    The Create Briefcase dialog box appears.
  3. Select a destination folder, type the name of the new briefcase, and click Create.
    
    The Add to Briefcase dialog box appears.
  4. Select options using the descriptions in the following table and click OK.
    
    The documents are added to the briefcase and the Briefcase dialog box appears, showing the current contents.
If the briefcase uses a custom format, click the Archive Briefcase button to save the contents of the briefcase in the custom format.

See the following table for descriptions of the buttons in the Briefcase window.
Choose between two options:
- Click Close to close the briefcase without selecting a different document in the vault.
- Select a document in the briefcase and click Go to to close the briefcase and automatically select the source document in the vault.

Add to Briefcase options
Option	Description
Check out and include current revision	The current revisions of the selected documents are locked to the briefcase. Documents in this state cannot be edited unless you unlock them with the correct security privileges or return them with the Import Briefcase command. An entry is added to the Comment document log to indicate the action taken.
Only include current revision	The current revisions of the selected documents are copied to the briefcase and are not locked. An entry is added to the Comment document log to indicate the action taken.
Only include last released revision	Only the last released revisions of documents are added to the briefcase. Documents in workflows are ignored.
Include CAD references	Copies CAD external reference files to the briefcase.
Include drawing and presentation files	Copies Autodesk Inventor drawing and presentation files to the briefcase.
Include custom references	Copies documents that use custom reference types to the briefcase.
Check out referenced documents	Checks out all referenced documents that are copied to the briefcase.
Include dependent support files	Adds AutoCAD support files to the briefcase that the drawings in the briefcase are dependent upon for accurate display and plotting: .dst,.ttf,.fmp,.ctb,.stb,.pc3,.shx,.shp. These file types reside outside the vault and are installed with or created by AutoCAD. Only the support files for the default installation of AutoCAD are included. Different files may exist if multiple versions of AutoCAD are installed on your PC. The following support files are not included due to technical limitations: .dws,.dwt. The files are not included in the transmittal made for the briefcase as described in Create a Briefcase Transmittal Document. They should be manually excluded from import if the briefcase is imported into another vault. The path of each file (but not the drive letter or share name) is also stored in the briefcase so that the files can be easily extracted manually to the correct locations on the destination PC. Whether to extract the files and whether they are compatible with the destination installation of AutoCAD is the responsibility of the briefcase recipient. This option is only supported by briefcases in the open standard (.zip,.rar) formats, not in the.brc format.
Content	Adds the document's native file to the briefcase.
Rendition	Adds the document's rendition file to the briefcase. To include any redlines of the rendition, also select Rendition redlines.
Thumbnail	Adds the document's thumbnail image to the briefcase.

Buttons in the Briefcase Window

The following table describes the purposes of the buttons in the Briefcase window.

Briefcase window buttons
Button	Description
	Select a briefcase to open.
	Display the properties of the briefcase, including its password, comments, template, and document quantity.
	Select documents to add to the briefcase.
	Delete selected documents from the briefcase.
	Open the selected documents in the viewer. Viewing some document formats (for example, Autodesk Inventor) in a briefcase might create lock files (*.lck) in the briefcase.
	Compare the selected document in the briefcase with the revision currently in the Meridian Enterprise vault.
	Display all of the vault properties of the selected document.
	Display which of the vault properties are included in the briefcase.
	Update the briefcase properties from the vault.
	Generates a transmittal sheet (report) listing the briefcase contents. The report is created in the briefcase and stored in the vault. The report can be configured to be updated if the contents of the briefcase changes. Consult a System Administrator for information on the configuration of transmittal reports.
	Saves the contents of the current briefcase in a standard archive format.
	Opens the default email program, allowing you to send a message with the briefcase as an attachment.
	Exports the database structure of a briefcase for use with other briefcase templates. Only supports Microsoft Access.
	Import the database structure from a database file. Only supports Microsoft Access.

Create a Briefcase

Create New Briefcase

Add Documents to Briefcase

Buttons in the Briefcase Window

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