Configure Package Types
Note:
This feature is available in Meridian Portal only.
Meridian Portal provides configurable package types for each transfer purpose: Transmittal, Return, Approval, Review, Information, and External. Some of the behaviors of each package type are configurable to meet your needs.
When a package is sent, it is automatically assigned a due date. The date is calculated based on the response time that is configured for the package type. You can configure a different response time for each package type to meet your particular requirements. For example, a review package might require more time for multiple reviewers to do their work than for a single approver to do their work.
By default, packages must be explicitly acknowledged by a document controller or a contractor when they are received or rejected. Acknowledgment can be automated if permitted by your business process and an email notification will be sent instead.
To perform the tasks described on this page, you must be assigned to the Tenant Administrator role.
To configure package response time:
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On the Meridian Portal Landing page, at the bottom of the navigation bar, click the Account Settings icon 
.
The Account Settings page appears.
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In the menu, click Package Settings.
The Package Settings page appears and lists the package types and their corresponding settings for the selected project type.
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In the toolbar, select the project type that you want to configure.
The list refreshes to show the settings for that project type.
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Click Edit.
The values in the Response Time column become editable.
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Type values or click the arrows to specify response times for each package type.
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Click Save.
The new settings become effective immediately.
To configure automatic actions:
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On the Meridian Portal Landing page, at the bottom of the navigation bar, click the Account Settings icon .
The Account Settings page appears.
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In the menu, click Package Settings.
The Package Settings page appears and lists the package types and their corresponding settings for the selected project type.
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In the toolbar, select the project type that you want to configure.
The list refreshes to show the settings for that project type.
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Click a toggle icon 
for the applicable role for a package type.
Not all package types support configurable acknowledgment.
You can add custom reference fields to your package types which allow you to track internal transmittal numbers you use with contractors. This field will appear in the Send and Resend dialogs.
To configure custom reference fields:
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On the Meridian Portal Landing page, at the bottom of the navigation bar, click the Account Settings icon .
The Account Settings page appears.
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In the menu, click Package Settings.
The Package Settings page appears and lists the package types and their corresponding settings for the selected project type.
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In the toolbar, select the project type that you want to configure.
The list refreshes to show the settings for that project type.
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Click Edit.
The data for the package types becomes editable.
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Find the package type you want to modify.
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Enter a label for the custom reference field in the Label cell.
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Select the Show check box.
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Select the Required check box if you want to require users to complete this field.
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Click Save.
The new settings become effective immediately.
Configure Package Response Time