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,
PowerWeb Procedures
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:
-
Choose one of the following options:
-
Double-click the document name.
-
In a navigation view:
-
Right-click the name of the document that you want to download.
-
Point to Edit, and then click Open.
-
-
In the Edit ribbon, in the Upload/Download group, on the Download Document menu, 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:
-
Right-click a thumbnail of a folder or document.
-
Point to Edit and then select Open.
-
-
-
Click options or type values using the descriptions in the following table.
-
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.
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. |
|
Checks the document out to you in a Quick Change workflow and opens the document in its application. |
|
|
<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. |
