Under most circumstances, the file name of an existing document will not need to be changed. That is, if the document is created new within the vault, Meridian will assign the correct file name if the document is assigned a document type that is configured to calculate file names. But occasionally there are circumstances when the file name of a document must be reissued, such as after importing documents with file names that do not conform to the document type standard.
The Issue New File Name command executes the same process as that which occurs when a new document is created.
To perform this task, you must be a member of a group that is assigned to the Contractor, Contributor, Document Controller, Project Owner, or Tenant Administrator role that is assigned to the parent folder.
If Workflow Lockdown is enabled, users with the Contributor, Contractor, Approver, Reviewer, or Viewer role cannot issue a new file name.
