Documentation Updates

This page lists recent updates to the Online Help. Use the filters at the upper-right corner of the table to find specific updates. You can also click the page controls at the bottom-right corner to view additional records.

Documentation Updates
Year	Date	Pages Changed	Pages Added / Removed
2023	December 22	Feature Toggles Updates to Cloud Explorer: changed name from 2019_Q3_IntroToNewExplorer to IntroToNewExplorer. Added information about the AssetSyncMTExplorer and DocumentSyncMTExplorer feature toggles. Export a Package Corrected description of the Recipient option.
2023	December 18	Navigation Views Updated list of default navigation views.
2023	November 30	Manage Document Types Improved information about the Project and Generic document types.
2023	November 14	Accruent Academy Training and Video Library Updated title and added information about the Video Library. Create Integration URLs Improved examples of document and asset components. Added section: View and Compare Documents. Configure Role Assignments For Master Documents Improved text in steps 2 and 3, adding information about hierarchy levels.
2023	November 3		Accruent Meridian Cloud 2023.3 Release Notes Learn what's new in the Meridian Cloud 2023.3 release!
2023	October 10	Download Documents Improved the Download a Batch of Documents section. Removed the Downloads to a Specific Location section, as Meridian no longer supports ActiveX. Download Renditions Added a new section: Download a batch of renditions. Removed note about ActiveX and Forge, as Meridian no longer supports ActiveX.
2023	September 28	Annotate a Document (Classic Explorer) Changed name from Notes to Comments. Updated introduction and procedures. Annotate a Document (Cloud Explorer) Updated introduction and procedures. Reorganized Documents section in Portal TOC
2023	September 20	Manage User Accounts Added information about how to invite multiple users at the same time.
2023	September 1	Manage Project Types Added note about the Standard Project Type.
2023	August 29	Import With Packages Added information about the MicroStation Reference Type and the Root_Archive column.
2023	August 23	Audit Project Activity Updated the maximum number of events that can be exported. Remove Hybrid Parts Corrected note about the privilege to remove hybrid parts. Added more information to the note for clarification.
2023	August 22	Security Roles And Privileges Corrected information about permissions to view released documents. Submit New or Revised Documents Added instructions on how to update a rejected package.
2023	August 17	Manage Member Invitations Added information to explain what to do if you get a "We could not reach your contact" message.	Accruent Meridian Cloud 2023.2 Release Notes Learn what's new in the Meridian Cloud 2023.2 release!
2023	August 8	Configure the Document Number Syntax Added information to clarify when the Starting Number can be used. Print Renditions - PowerWeb Updated the name of the Print Renditions option to Download for Print. Supported File Formats Added the .dxf and .pdf formats.
2023	July 14	Security Roles And Privileges Added tables to describe role functions.
2023	June 22	Acknowledge Packages Added note to inform that this action can be automated. Configure a Site Cache Connection Added note to explain site cache disconnection after one hour of inactivity. Document Properties in Mobile View This article explains how to configure properties that appear in the Documents view in Meridian Mobile. Send Packages Clarified information about For Handover and To Meridian issue reasons and other options to configure issue reasons.
2023	June 16	Autodesk AutoCAD Clarified information about the PowerWeb application link for AutoCAD. Create Integration URLs Added a URL component example and a sample URL. General Page, Personal Preferences, Related Documents Page, View a Document, View Renditions Removed mentions to hotspots as this functionality is not supported by Meridian Cloud.
2023	June 12	What's New in the 2023.1 Release Updated production release dates. Finalize a Review Clarified information about the Finalize and Complete steps of the review process. Manage Project Membership Clarified information in Update Project Role for a User regarding the Contractor role.	PowerWeb Data Exchange Updated the table of contents under this article. Removed the following articles that were not applicable to Meridian Cloud: Change Documents In Meridian Portal Change Documents In Meridian Enterprise Create Review Packages Create Packages Send Packages Reject Packages Update Transmittal Sheets Maintenance Connection
2023	June 2	Manage Document Types Explained that changes or configurations to document types and document properties are only synchronized to PowerWeb on the Standard Project type.
2023	June 1	Host Changes for FTP Access Updated Go Live dates.
2023	May 30	Finalize a Review Clarified information about the Finalize and Complete steps of the review process.
2023	May 29	Manage Project Membership Clarified information in Update Project Role for a User regarding the Contractor role.
2023	May 22	Configure a Site Cache Connection Added link to training video.
2023	April 27		What's New in the 2023.1 Release Learn what's new in the upcoming 2023.1 Cloud release!
2023	April 18	Subscribe To the API Updated and clarified procedures in Subscribe to the API. View Renditions Improved description of PDFTron. Removed notes about functionality that were not necessary. Added note about Internet Explorer and AutoVue.
2023	March 23	Create Packages Removed Upload Documents in Existing Package and added a new Revise a Package section to clarify information about this task. Submit New or Revised Documents Removed Add Documents to Existing Package and added a new Revise a Package section to clarify information about this task.
2023	March 15	World Class Academy training available for Meridian Customers Improved description of Accruent Academy.
2023	March 10	Manage Project Membership Clarified information in Merge Contractor Membership into Group.
2023	March 2	Folders Added information about the maximum number of documents or sub-folders that appear when expanding a folder.
2023	March 1	Project Scope Roles Updated table to inform that the Edit Properties action is available to reviewers and approvers.
2023	February 14	Authentication Added note with instruction to prevent work interruption when using Incognito mode in Chrome. Upload Import Sources To Your Repository Added information to the Important notes to clarify limitation for extracting zipped archive files.
2023	January 27		Monthly Patch Process for Meridian Cloud This article presents dates and maintenance windows of the patch process for Meridian Cloud virtual machines.
2023	January 26	Configure a Third-Party Identity Provider Added note to explain that IDPs must not be set in a way that includes special characters in user names, as this can cause errors. Added note to explain that it is not possible to change a user name from the tenant Account Settings. Manage Project Membership Updated information in Project Expertise to explain how to add a user from tenancy or from project to an expertise.	What's New in the 2023.0 Release Learn what's new in the upcoming 2023.0 Cloud release! Configure Options Removed this page because it was obsolete.
2023	January 5	Configure View Columns Changed view name from "As-Built" to "Master Documents". Data Migration Tools Corrected information in step 2 to clarify that a tool must be created by the users. Corrected typos.
2022	December 27	Manage User Groups Added information about project members who have been individually invited as contractors to a project. Clarified that it is possible to merge them into a contractor group. Review Process in Portal Added information about email notifications.
2022	December 19	Manage User Accounts Corrected information about how to navigate to the Expertise tab.
2022	December 14	Document Types Added information to the text to clarify details about the Transmission Document type. Changed information in the table regarding Facility breakdown structure and Transmission Document type.
2022	December 2		Send References for Information to Portal This article gives a brief overview about how you can send references for information to Portal.
2022	November 29	Manage Areas Of Expertise Added information about how to create a separate expertise set for a project type.
2022	November 23	Integrate Meridian Enterprise with Meridian Portal This new, in-depth integration guide replaces the Configure the Meridian Enterprise Link To Projects article.	Configure the Meridian Enterprise Link To Projects Replaced with Integrate Meridian Enterprise with Meridian Portal.
2022	November 11	Network Communication with Meridian Server This article lists the supported protocols and ports for Meridian Cloud to communicate with Meridian Server.
2022	November 9	Configure the Meridian Enterprise Link To Projects Corrected broken hyperlink. Configure Tag Synchronizer Made minor corrections to Import Tags into a Meridian Cloud Tenancy Using the Meridian Cloud API procedures.
2022	November 8	Scan an Import Package Corrected a typo.
2022	November 7	What's New in the 2022.3 Release Removed a ticket for the Package Documents column view that will not be in this release.
2022	November 4	Added a new Meridian Mobile search filter.	Meridian Mobile This section contains documentation related to our mobile app.
2022	November 2	Modified our CSS stylesheet so that the Print button in the topic toolbar works as expected. Remember to expand the sections you want to include in your printed output.	About Meridian Cloud Added this article to the top level of the table of contents and moved related articles below it. Removed the topic titled Application Links In Remote Mode, because all application links in Cloud are remote. Reorganized the application integration documentation.
2022	October 28	Manage User Accounts Added a sentence to the Change User Account Role procedures which states that you can only perform this action for internal roles.
2022	October 26	Manage Project Membership Updated the Export Project Membership List procedures. Added a sentence to the introduction of the Update Project Role for a User procedures which says that the action can only be performed for internal roles.
2022	October 21	Dashboards Moved the content from the now-deleted the View a Dashboard article to this topic. Moved the Integrations section to the main table of contents.	Removed the View a Dashboard article from the Portal documentation. The content that was in this page has been moved to Dashboards. We added landing pages to multiple areas of the documentation. These landing pages will improve accessibility, and help you find content more easily.
2022	October 20	Reorganized some topics in the Manage My Meridian Cloud Account section so that the table of contents reflects the organization in the user interface. Manage My Meridian Cloud Account Added a table which summarizes what can be configured on each page in the Account Settings, and lists the corresponding topic in the documentation.
2022	October 19	Configure View Columns Updated the PowerWeb Views column for the Project Documents view type. Configure the Document Number Syntax Added sub-section called How Sequence Numbers Work. Linked to new How Sequence Numbers Work sub-section in the following articles: Document Names Issue a New File Name Documents in Portal Added important note that Portal does not support hybrid documents. Instead, we recommend that you use references.
2022	October 18	Updated the following articles to make the concept of scope roles clearer. Removed references to Tenant Administrators, as they are not relevant to scope roles. Archive Scope Roles Documentation Scope Roles Master Scope Roles Project Scope Roles Tags Scope Roles Meridian Cloud APIs Updated the links to the Tag Synchronizer and Tag Link Synchronizer tool documentation.	What's New in the 2022.3 Release Learn what's new in the upcoming 2022.3 Cloud release! Lock And Unlock Documents This article was missing from the PowerWeb documentation. Added the following articles that describe how to use and configure the Tag Synchronizer and Tag Link Synchronizer tools: Tag Import Tools Tag Synchronizer Tool Configure Tag Synchronizer Tag Link Synchronizer Tool Configure Tag Link Synchronizer
2022	October 17	Configure View Columns Added Portal Views column to Configurable View Types table. Updated descriptions of the following view types: Project Documents Project Documents - External Project Documents - Review Referenced Documents Added important note to the following articles. This note warns that new users should not include special characters in their names. Special characters can cause errors when working with a user's local workspace. Manage Member Invitations Manage User Accounts Manage Project Membership Sign In to Meridian Cloud Replace a Document Made minor corrections, and also added a bullet to the Notes about Functionality section which states that the Replace Content action cannot be used on a batch of documents. Configure the Document Number Syntax Added a note which says that the Organization Description property is not supported for Generic Document syntax definitions at this time. Updated the following articles with a note about conflicting permissions if a user with the Contractor role is added to a group with the Contributor role, and both the user and the group are added to the same project: Upload Documents in Portal Manage Project Membership Manage Security Roles Configure a Third-Party Identity Provider Updated the image in step 7, and corrected the values in the table in step 12. Application Integration Added note about folders in local workspace that have unique identifiers in their names. Added links to help you find content related to this topic.
2022	October 11	Added an important note to the following pages about required roles for a Document Controller to be able to view the contents of a review package: Review Process in Portal Send Documents For Review Cloud Connector Installation Added section which explains that if a Meridian Enterprise user who uses the Cloud Connector needs to change the Site Cache URL, the Administrator will need to configure an option in a registry key.
2022	October 10	View Document References Updated list of supported reference types. Upload Hybrid Part Content Corrected the name of the menu in step 2. Updated the following articles to reference the Document Response Codes article referenced in the Pages Added / Removed column: Review Process in Portal View Packages Respond About a Document	Document Response Codes Describes the response codes recorded when a user responds to a document in a package.
2022	October 7	Host Changes for FTP Access Clarified that only the DNS entry for FTP is being changed. We are not changing the data location. We've updated the Meridian Mobile Quickstart Guide to reflect that the Meridian Mobile app is no longer available in the Windows store.
2022	October 6	View Documents Removed some references that are not applicable to the Cloud version of the Classic Explorer.	Removed Upload Documents to a Package article from Portal documentation because this article was related to Formal Packages, which are no longer used in Portal. Added Upload Documents in Portal article.
2022	October 5		Documents in Portal This landing page will assist you in finding documentation related to documents in Portal.
2022	October 4	Configure the Document Number Syntax Revised the introduction of the article. Send Packages Revised the introduction so the difference between the role of Document Controllers, Project Owners, and Contractors is clear. Master Scope Roles Changed the following actions for the Master Viewer role: View Audit Trail is no longer listed as permitted Update Thumbnail is now listed as permitted Projects Added links to related content in the documentation.	Removed the View Review Packages article since this functionality has been deprecated as of 2022.1.
2022	October 3	Added note that the Archive, Documentation, Masters, or Projects root folders should not be renamed or deleted, because they are used in scope roles. Scope Roles Delete and Undelete Documents and Folders Workflow Lockdown Added additional hyperlinks to assist readers in finding related articles. Added additional text to these articles to clarify the relationship between security roles and scope roles, and the relationship between user groups and scope roles. Archive Scope Roles Documentation Scope Roles Master Scope Roles Project Scope Roles Tags Scope Roles	Review Process in Portal This article explains the steps of the review process in Portal. Added two articles to describe how to rename documents and folders: Rename Document Rename Folder
2022	September 28	Manage User Groups Updated introduction to clarify how scopes relate to user groups.	Scope Roles This landing page will assist you in finding documentation related to scopes.
2022	September 13	Data Migration Tools Corrected link in Before You Start section.
2022	September 12	Meridian Cloud APIs Changed name from "As-Built Publish API" to "Masters API". Meridian Cloud Connector Placed article under Application Integration. Application Integration Added information about Meridian Cloud Connector download and installation. Cloud Connector Installation Added information about Meridian Cloud Connector settings and Site Cache. Removed sentence about Application Integration because that information is not applicable to the Meridian Cloud Connector.	Removed the following articles, as they do not apply to Meridian Cloud: Application Integration (which was under Application Integration) Install the Client Components Application Integration Options Offline Mode And Remote Mode Prepare To Work Offline Work Offline Or Remote Create New Documents Local Workspace Configure Local Workspace Manually Synchronize the Local Workspace Lock And Unlock Documents Resolve Local Workspace Conflicts Local Workspace Log Toolbar Details
2022	August 30	Configure a Site Cache Connection Updated information about default local workspace folder and Use workspace option.
2022	August 18	Authentication Added information about authentication configuration for Not For Production (NFP) and Production (PRD) environments. Configure a Third-Party Identity Provider Added sentence to clarify that the attribute options URLs are examples of expected formats.
2022	August 10		What's New in the 2022.2 Release
2022	August 5	Added sentence which explains you must be in the Account Configurators group to access the Advanced and Stored Properties tabs. View Renditions View And Edit Properties Property Pages
2022	August 3	Save a Search Removed information specific to the Cloud Explorer. Added recommendation to use internal names when configuring navigation views to the following articles: Edit Explorer Navigation View Settings Edit PowerWeb Navigation View Settings	Save a Search Separate article for the Cloud Explorer.
2022	August 2	Send Documents To Portal Clarified that documents sent For Information should only be sent to project members with the Contractor role. Manage Custom Properties Added note to several sections of this article: "Special characters (including, but not limited to / and \ ) should not be used in property labels."
2022	July 26	View Related Items Changed title from View Related Assets to View Related Items. Find Items Added link to View Related Items under View All Items in Repository.
2022	July 21	Configure a Third-Party Identity Provider Removed the Configure Email Verification and moved it to Authentication, under Tenant User Invitations. Authentication Added a new section: Tenant User Invitations. Updated Corporate Settings section title to Corporate Login Options. Updated the content of this section.
2022	July 19	Master Scope Roles Added the Master Viewer scope role.