Manage Document Types

A document type is a template that specifies the properties that may be used with documents created of that type. Portal provides these built-in document types:

  • Facility Document — master documents related to a specific part of a plant

  • Transmission Document — master documents related to a linear asset like utility or process industry lines

  • Project Document — documents used to manage modifications to a plant in the context of a project. Project Documents cannot be handed over to the master area. They are documents that support a project but are not a deliverable.

  • Generic Document — documents used to manage general documentation, such as manuals, standards, procedures, and best practices. Generic Documents are available in the documentation area and can be linked to assets.

Additional document types may appear in Meridian Portal for documents sent there from Meridian Enterprise. If one of these document types doesn't quite meet your requirements, you can use the built-in document types as the basis to create your own document types. Other than the property configuration described below, custom document types act identical to the built-in document types.

You may enable or disable document types, specify the default document type for new documents, and select the document properties that are available for a document type in each project type. Enabled document types are available for creating new documents. Disabled document types are unavailable. Each project type must have one document type that is the default for new documents created in projects of that type.

To perform the tasks described on this page, you must be assigned to the Tenant Administrator role.

Important!

Custom document types may only be disabled – they cannot be deleted. The built-in document type from which a custom document type was derived may be disabled without affecting the custom document type.

To navigate to the Document Types page:

  1. On the Meridian Portal Landing page, at the bottom of the navigation bar, click the Account Settings icon A gear symbol..

    The Account Settings page appears.

  2. In the menu, click Document Types.

    The Document Types list appears and shows the current document types that are available in your tenancy.

  3. Follow the appropriate procedures below.

ClosedCreate a Custom Document Type

To create a custom document type:

  1. Click Add.

    The Add Custom Document Type dialog box appears.

  2. Click options or type values using the descriptions in the following table.

  3. Click Save.

Custom document type options
Option Description
Name

Permanent, internal name of the document type. Also the default name that appears to users if Customized Terminology is empty. Required.
Customized Terminology

Custom name of the document type that overrides Name and appears to users. Optional.
Derived from

Select a built-in document type from which to derive this document type. The new document type will inherit all of the features (document number syntax, revision numbering, templates, distribution matrix, import mapping, and so on) and properties of the selected document type. After creation, you can configure the visibility (Show) and required (Required) behavior of the properties as described below. Required.

ClosedSet Custom Name for Document Type

To set a custom name for a document type:

  1. Click Edit.

    The Customized Terminology column of the document types becomes editable.

  2. Type a name in the Customized Terminology column for the desired document type.

  3. Click Save.

    The custom name is shown for that document type throughout your tenancy.

ClosedSpecify Properties for a Document Type

To specify the properties for a document type:

  1. Click the settings icon A gear symbol. of the document type that you want to edit.

    The Configure: <DocumentType> dialog box appears.

  2. Select a project type from the Project Type list for which you want to specify the properties for the current document type.

  3. For each property in the Property list, enable or disable Show and Required to meet your needs.

    • Some properties might not be configurable for your Meridian Cloud subscription tier.

    • Properties may only be hidden if they are not used in the document number syntax as described in Configure the Document Number Syntax.

    • Only the configuration of the Standard Project is used by PowerWeb. All project types are used by Meridian Portal. Changes to document types and document properties are synchronized to PowerWeb on the Standard Project type. Changes or configurations made on a project type other than the Standard Project are not synchronized to PowerWeb.

  4. Click Save.

ClosedSpecify Default Values for a Document Type

Note:

  • System generated values, such as document Title, Original Created By, Content Reviewed By, and Content Approved By, cannot be set as default.

  • If a Hierarchical Lookup list value is deleted, the value and all its child values are no longer set by default.

To specify property default values for a document type:

  1. Navigate to the Default Values tab.

  2. Select a project type from the Project Type list for which you want to specify default property values.

  3. Select a document type from the Document Type list for which you want to specify default property values.

  4. From the Property Set column, click the property set you want to edit.

  5. Click Edit.

    The properties that can be set as default have a drop-down list in the Default column.

  6. In the drop-down list in the Default column for the property you want to edit, select the value you want to set as default .

  7. Select the check boxes from the Show AND/OR Required columns to configure behavior of the properties.

  8. Click Save.

ClosedConfigure Document Types for a Project Type

To configure the document types for a project type:

  1. In the toolbar, select the project type from the list for which you want to specify its document types.

    Only the configuration of the Standard Project is used by PowerWeb. All project types are used by Meridian Portal. Changes to document types and document properties are synchronized to PowerWeb on the Standard Project type. Changes or configurations made on a project type other than the Standard Project are not synchronized to PowerWeb.

  2. In the Default column, select the document type that you want to be the default for the selected project type.

  3. Click Edit.

    The Enabled column of the document type becomes editable.

  4. Select check boxes in the Enabled column for the document types that you want to be available for the selected project type.

  5. Click Save.

ClosedDelete Document Type

You cannot delete system document types. You cannot delete document types that are still assigned to documents in Meridian Portal—the delete button is disabled.

To delete a document type:

  1. In the toolbar, select the project type from the list for which you want to delete a document type.

    Only the configuration of the Standard Project is used by PowerWeb. All project types are used by Meridian Portal. Changes to document types and document properties are synchronized to PowerWeb on the Standard Project type. Changes or configurations made on a project type other than the Standard Project are not synchronized to PowerWeb.

  2. Click Delete.

    A dialog box opens, asking you to confirm your choice.

  3. Click OK.

    The document type is deleted in Meridian Portal, PowerWeb, and Explorer. The document type is disabled if it cannot be deleted.

ClosedExport and Import Document Types Settings

If you are a Tenant Administrator, you can use Configuration Copy Import and Export to export these settings from a tenancy and import them to another tenancy.

This feature is only available if the ConfigurationCopy feature toggle is enabled.

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