Application Integration

Application Integration is the name of the Meridian client components that provide:

• Batch document upload/download functionality in addition to single document transfers

• Site cache connectivity and local workspace management

• Links with standard Windows applications

It is optional for users who need the benefits above. Users who do not need those features do not need to install Application Integration. The components are installed by the Application Integration feature in the Meridian Enterprise client installation package as described in Control Windows Installer Packages. Meridian Cloud users can install the components by downloading the Meridian Cloud Client installation package from the Meridian Cloud home page.

Application Integration is designed to help you find documents, open them for editing, save them, and route them in workflows all from within the applications where you create and edit documents. The Application Integration window looks and works very similar to PowerUser except that Application Integration:

• Has no menu bar

• Has only a single toolbar

• Has no shortcut bar

• Has no status bar

• Cannot display history

• Shows limited file and workflow status information in the properties pane. Click the View or edit properties button on the toolbar to view or edit all properties.

• Shows a thumbnail in the viewer pane. Click the View selected document button to open a new viewer window.

• Supports only the Quick Find search tools described in Quick Find in Meridian PowerWeb.

Otherwise, you can perform many of the same tasks with Application Integration that you can with PowerUser, but conveniently from within your favorite editing applications. Most tasks work the same from both Application Integration and PowerUser. For information on performing common document management tasks with Application Integration, see the topics elsewhere in this guide.

When Application Integration is installed on your computer and you select any commands such as Open, Save, or Save As, you will see one of two things:

• The Application Integration window.

• A standard Windows file dialog box with the Meridian vault button in the toolbar. If you click the vault button, the Application Integration window appears.

  You can attach a rendition from the Save as dialog, instead of replacing the native document content. To do this, first save the rendition to your local workspace (LWS). Then, in the Save as dialog, select Attach as rendition.

  You can open renditions instead of the native document content from the Open dialog in Application Integration when in remote or online mode. To do this, ensure the rendition is synchronized to your local workspace (LWS). In the Open dialog, select Open rendition. This option is disabled if the document is already a PDF file.

The Application Integration window can be opened from within any application that uses standard Windows file browser dialogs (and can therefore display the vault button) for its commands.