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Tocreateareference:
1. Selectoneofthedocumentstobelinked.Iftheotherdocumenttobelinkedisalsovisible,selectit
also.
2. OntheDocumentmenu,selectCreateReference.
3. Ifyouonlyselectedonedocument,theSelectDocumentsdialogboxappears.Selecttheotherdoc-
umenttobelinkedandclickOK.TheCreateReferencedialogboxappearslistingthedocumentsto
belinked.
4. Toreversethedirectionofthereference,clickReverse.
5. SelectareferencetypefromReferenceTypeandthenclickOK.Thereferenceiscreatedasindic-
atedbytheShowReferencedDocumentsicon
ontheDocumentpropertypagesofbothdoc-
uments.
10.21.2
Viewing references
Meridianmakesiteasytoviewandunderstandthereferencesbetweendocuments.Itdoessowithdiagrams
thatclearlyshowreferencestoandfromtheselecteddocument.
Toviewallreferencesoftheselecteddocument:
1. ClicktheShowReferencedDocumentsbutton
ontheDocumentpropertypage.Adialogbox
appears,similartothefollowingfigure.Thefilenameoftheselecteddocumentappearsinbold.Refer-
encestoandfromotherdocumentsappearasarrows;thearrowheadindicatesthedirectionoftheref-
erence,eitherincomingoroutgoing.Thetypeofthereferenceappearsasayellowlabelinthemiddle
ofthearrow.
Note    Projectcopiesthathavealreadybeenreleasedasnewrevisionsofthemasterdocuments
appearcrosshatchediftheDisplayinactiveprojectcopiesoptionisenabledasdescribedin“Show-
ingmasterandprojectcopies”onpage176.
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Toviewonlyreferencesofacertaintype:
Selectthereferencetypefromthelistinthetoolbar.
Thetoolbarbuttonsaredescribedinthefollowingtable.
Option
Description
Showthepropertypagesoftheselecteddocument.
Deletestheselectedreference.
Makesareferenceddocumenttheselecteddocument.Alsoavailableonthecon-
textmenuthatisshownbyright-clickingadocument.
Openstheselecteddocumentinanewviewerwindow.
Referencebrowsertoolbarbuttons
Thiscommandisidealforviewingreferenceswithoutregardtothelocationofthereferenceddocumentsinthe
vault.AnalternativemethodofviewingreferencesiswiththeReferenceExplorer.Itdisplaysthesameref-
erenceddocuments,butitalsodisplayseachdocument’slocationinthevault.Italsoprovidestoolsforpre-
viewing,comparing,viewingproperties,andviewingrevisions.Formoreinformation,see“Usingthe
ReferenceExplorer”onpage160.
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10.21.3
Using theReferenceExplorer
TheReferenceExplorerisanadvancedtoolforviewingreferencesbetweendocuments.Unlikethereference
viewerdisplayedbytheShowReferencescommand,theReferenceExplorershowsthelocationwithinthe
vaultofeachreference.Italsoprovidestoolsforpreviewing,comparing,viewingproperties,andviewingrevi-
sions.
TheReferenceExplorerisusedbyseveralMeridiancommandstodisplaydifferentreferencetypes:
ShowAssemblyStructure:ShowsoutgoingCADexternalreferencetypes
ShowWhereUsed:ShowsincomingCADexternalreferencetypesandcustomreferencetypes
ShowDerivatives:ShowsDerivedFromandDerivedToreferencetypes
ShowProjectCopies:RequirestheAdvancedProjectWorkflowModule
CopywithReferences:Copiesadocumentanditsreferencestoanewdocument
DerivewithReferences:Derivesadocumentandreferencesfromasourcedocument
CreateProjectCopy: Copiesamasterdocumenttoafolderasaprojectcopy
TheReferenceExplorerisbuiltintotheCopywithReferencesandDerivewithReferencescommands,so
theReferenceExplorerappearsautomaticallywhencreatingreferences.Theothercommandsdisplaythe
ReferenceExploreronlytodisplaydifferentreferencetypes.
Note    Ifapartisusedinmorethanonesubassembly,eachoccurrenceofthepartintheReferenceExplorer
treeisconsideredasaseparatedocumentforthepurposeofselection.However,thatdoesnotaffecttheres-
ultingcopyoperation.
ToopenadocumentintheReferenceExplorerandviewitsreferences:
1. OntheDocumentmenu,selectoneofthefirstfourcommandslistedabovedependingontheref-
erencetypethatyouwanttoview.TheReferenceExploreropens,similartothefollowingfigure,and
showsdocumentsthatarelinkedtotheselecteddocumentbytheapplicablereferencetype.
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Name. Description. 1. To Word. Convert PDF to Word DOCX document. 2. To TIFF. Export PDF to TIFF file format. 3. To TXT. Export and convert PDF to TXT file. 4.
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2. SelectadocumentintheleftpanetodisplayitslocationintheExplorerviewofthevaultintheright
pane.
3. Selectoptionsfromthetoolbarusingthedescriptionsinthefollowingtableorright-clickadocument
toshowashortcutmenuofcommandsthatareapplicabletotheselecteddocument.Toselector
deselectanentireassemblywithallpartsandsubassembliesrelatedtoit,holddowntheShiftkey
whileclickingeitherSelectforcopyorUseoriginal.
4. Tomakeoneofthereferencedocumentstheselecteddocument,selectthedocumentintheleftpane
andclickGoto.
Option
Description
Openstheselecteddocumentinanewviewerwindow.
Comparestwoselecteddocuments.
Showstherevisionsoftheselecteddocument.
ReferenceExplorertoolbarbuttons
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Option
Description
Showthepropertypagesoftheselecteddocument.
RefreshestheReferenceExplorertodisplaythemostrecentchanges.
ShowsoutgoingCADexternalreferencetypes.
ShowsincomingCADexternalreferencetypesandcustomreferencetypes.
ShowsDerivedFromandDerivedToreferencetypes.
Showsprojectcopiesandtheirmasterdocuments.RequirestheAdvancedProjectWorkflow
Module.
Whencreatingcopies,showstheassemblycopyoptions.Whenviewingreferences,showsvis-
ibilityoptionsformanualreferencesandinactiveprojectcopies:
Displaymanualreferences.Showonlyreferencesthatcanbecreatedmanuallyand
arenotcreatedautomaticallybyapplicationlinks.Enabledbydefault.
Displayinactiveprojectcopies.Alongwithactiveprojectcopies,alsoshowproject
copiesthathavebeenreleasedasnewmasterrevisions.Enabledbydefault.
ReferenceExplorertoolbarbuttons(continued)
10.22
Working withhybriddocuments
MeridianhybriddocumentsaremultiplefilesthataretreatedasonedocumentbyMeridiancommands.Toedit
anyonepartofahybriddocument,themainpartmustbeplacedinaworkflow.Onlythencanapartbeedited.
Hybriddocumenttypesareoftenusedtomanagehybriddrawings,buttheycanalsobeusedforotherdoc-
umentsthatshouldbetreatedasonedocumentbutstoredasseparatefiles.Youcaneasilyimport,attach,
modify,anddetachhybriddocumentsinthePowerUserclientapplication.Forinformationaboutworkingwith
hybriddocumentsinWebAccess,see“Workingwithhybriddocuments”onpage76.
Hybriddocumenttypesarenotenabledbydefault.Consultasystemadministratorforthenames,associated
filetypes,andpurposesofhybriddocumenttypesinyourvaults.
10.22.1
Importing hybriddocuments
Importinghybriddocumentsisalmostaseasyasimportingnon-hybriddocuments.Theconfigurationofa
hybriddocumenttypedoesmostofthework,thatis,determiningwhichdocumentshouldbethemainhybrid
partandwhichdocumentsshouldbesubordinateparts.
Beforeyoubegin
Consultasystemadministratorforthenames,associatedfiletypes,andpurposesofhybriddocumenttypes
definedinyourvaults.Youwillneedtoknowwhichdocumenttypetoassigntotheimporteddocuments
dependingonthefiletypesofthedocuments.
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Toimportthepartsofahybriddocument:
1. DraganddropallofthefilesthatyouwanttojoinasahybriddocumentfromWindowsExplorerinto
thefolderintheExplorerviewwhereyouwantthehybriddocumenttoreside.
2. Ifonlyonedocumenttypeisconfiguredforthefiletypesthatyouareimporting,thatdocumenttypeis
assignedtothemainpartofthehybriddocument.Ifmorethanonedocumenttypeisconfiguredfor
thefiletypesthatyouareimporting,adialogboxappearsinwhichyoucanselectfromamongthedoc-
umenttypes.Thedialogmayreappearforeachfileyouareimporting.Ifyoudonotselectthesame
documenttypeforallofthefilesyouareimporting,thefileswillnotbejoinedintoasinglehybriddoc-
ument.
3. Ifthedocumenttypethatyouareassigningtothefilesisconfiguredtodisplaypropertypagesduring
import,theywillappearnext.Completethepropertypagesthesameasifyouwerecreatinganew
non-hybriddocument.
4. Ifthefilesthatyouareimportingsharethesamefilenamebuthavedifferentfileextensions,for
example,12345678.dwgand12345678.cal,thefilesareautomaticallyjoinedasasinglehybrid
document.Thefiletypedefinedinthedocumenttypeasthemainpartofahybriddocumentwill
determinewhichfilebecomesthemainpartofthehybriddocumentandwhichfilesbecomesub-
ordinateparts.
5. Ifthefilesyouareimportingdonotsharethesamefilename,thefilesimportasseparatedocuments
assignedthedocumenttypesthatyouselectedinstep2.Selectthedocumentthatyouwantto
becomeasubordinatepartofthehybriddocumentanddraganddropitontothefilethatyouwantto
becomethemainpartofthehybriddocument.SelectAttachasHybridPartfromtheshortcutmenu
thatappears.
Note    ThemainpartofthehybriddocumentmustbeinaworkflowfortheAttachasHybridPart
commandtobeenabled.Dependingontheconfigurationofthevault,newlyimporteddocumentsmay
notbeinaQuickChange(default)workflow.Startaworkflow,ifnecessary,beforejoiningthedoc-
uments.
Thecompletehybriddocumentshouldnowappearsimilartothefollowingfigure,withthesubordinatepartdoc-
umentsattachedtothemainpartofthehybriddocument.
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Allpropertiesofthemainpartofthehybriddocumentapplytothesubordinatepartdocumentsaswell.Allcom-
mandsexecutedonthemainpartofthehybriddocumentwillalsobeappliedtothesubordinatepartdoc-
uments.
10.22.2
Attaching partstoahybriddocument
Attachingpartstoahybriddocumentjoinsmultipledocumentstogetherasasinglehybriddocumentthat
sharethesamepropertiesandworkflow.
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Beforeyoubegin
Consultasystemadministratorforthenames,associatedfiletypes,andpurposesofhybriddocumenttypes
definedinyourvaults.Youwillneedtoknowwhichdocumenttypesaredesignatedashybriddocumenttypes
andwhichfiletypesareassociatedwitheach.
Toattachonedocumentasapartofahybriddocument:
1. ArrangetheExplorerviewsothatallofthepartsofthehybriddocumentarevisible,ifpossible.
2. ThemainpartofthehybriddocumentmustbeinaworkflowfortheAttachasHybridPartcommand
tobeenabled.Startaworkflow,ifnecessary,beforejoiningthedocuments.
3. Selectthedocumentsthatyouwanttobecomesubordinatepartsofthehybriddocumentanddrag
anddropthemontothefilethatyouwanttobecomethemainpartofthehybriddocument.Select
AttachasHybridPartfromtheshortcutmenuthatappears.
Note    Analternativemethodispossibleforcreatingahybriddrawingifallhybridpartsresideinthesame
vaultandhavethesamehybriddocumenttypeapplied.Simplyopenthemainpartofthehybriddrawingin
theCADapplication,attachthesubordinatepartsusingtheapplication’scommand,andsavethedraw-
ing.Theapplicationlinkwilldetectthatthepartsshouldbejoinedasahybriddocumentandpromptyouto
confirmthatyouwouldlikeittodoso.TheappropriateMeridianEnterpriseapplicationlinkmustbe
installed.
Note    CreatinghybriddocumentswithapplicationlinksisnotpossibleinOfflineModeifoneofthedoc-
umentsexistsonlyinthelocalworkspaceanddonotyetexistinthevault.Suchdocumentsmustbesyn-
chronizedwiththevaultfirstsothattheyareassigneddocumenttypesthatdefinethehybridpart
relationships.
10.22.3
Detaching partsofahybriddocument
Detachingapartofahybriddocumentseparatesthepartandmakesitanindependentdocument.
Thefollowingrulesapplytodetachingpartsfromhybriddocuments:
YoucanonlydetachapartfromahybriddocumentthatisintheReleasedstate.
Youcannotdetachpartsfromahybriddocumentinsideaworkarea,becausethatisnottheoriginal
contextofthedocument.
Todetachapartofahybriddocument:
1. Right-clickthepartdocumentthatyouwanttodetachandselectDetachPartfromtheshortcutmenu
thatappears.
2. Ifonlyonedocumenttypeisconfiguredforthefiletypethatyouaredetaching,thatdocumenttypeis
assignedtothedetacheddocument.Ifmorethanonedocumenttypeisconfigured,adialogbox
appearsinwhichyoucanselectfromamongthedocumenttypes.
10.23
Working withrenditions
Arenditionisacopyofadocumentinaformatotherthantheoriginal.Typically,therenditionisinanon-edit-
ableformatandisdistributedonlyforreferenceorhardcopyprintingwhiletheoriginal,editablesourcedoc-
umentisnotdistributedoutsideoftheorganization.ExamplesofrenditionformatsareAdobePDFand
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AutodeskDWF.Renditionscanoftenbecreatedbythesameapplicationthatisusedtoedittheoriginaldoc-
umentortheycanbecreatedbyadifferentapplication.Insomecases,therenditionsarestoredinaseparate
vaultordocumentmanagementsystemthanthesourcedocuments.
MeridianEnterprisesupportsrenditionsinnumerousways:
ImportofrenditionswiththeDocumentImportToolasdescribedin“AbouttheDocumentImportTool”
onpage122.
Renditionviewingasdescribedin“Viewingrenditions”onpage166.
Renditionviewingoptionsasdescribedin“Settingappearanceoptions”onpage45and“Settingper-
sonalpreferences”onpage79.
Viewingofrenditionpropertiesasdescribedin“Viewingandeditingproperties”onpage136.
Printingrenditionsasdescribedin“Printingrenditions”onpage167.
Automaticupdatingofrenditionsuponrunningaworkflowtransition.
Updatingofrenditionsondemandasdescribedin“Updatingrenditions”onpage167.
Drag-and-dropattachmentofrenditionstoadocumentasdescribedin“Attachingrenditions”onpage
167.
AttachingrenditionstoemailmessagessentfromPowerUserasdescribed“Sendingdocumentsfrom
adesktopapplication”onpage153.
Automaticinclusionofrenditionswithsourcedocumentsinbriefcases.
Specificrenditionsecurityprivileges.
Redliningrenditions.
MeridianintegrateswithBlueCieloPublishertorenderandpublishrenditions.
Workingwithrenditionsisdescribedinthefollowingtopics.
10.23.1
Viewing renditions
Bydefault,whenyouviewadocumentintheviewer,youseethesourcedocument,evenifarenditionis
presentinthevault.
Tomaketherenditionthedefaultfileshownwhenyouviewadocument:
SettheShowrenditionsbydefaultoptionasdescribedin“Settingappearanceoptions”onpage45.
ToopentherenditioninitsWindowsregisteredapplication:
UsetheOpenRenditioncommanddescribedin“Documentmenudetails”onpage28
ToviewtherenditioninWebAccess,see“Documentshortcutmenudetails”onpage53.
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10.23.2
Updatingrenditions
Renditionsaretypicallyupdatedautomaticallywhenthesourcedocumentisupdatedinaworkflow.However,
theremaybecircumstancesinwhichyouwanttoupdaterenditionswithoutinitiatingaworkfloworeditingthe
sourcedocuments,suchas:
Youhavereplacedthecontentofthesourcedocumentwithafilefromanoutsideorganization
Youreceiveupdatedrenditionsfromanoutsideorganizationandwillnotreceiveanupdatedsource
documentuntillater
Yourorganizationdoesnotuseworkflowdefinitionsforthesourcedocumentworkflows;automatic
updatingisnotsupportedbytheQuickChangeordocumenttypeworkflows.
YousynchronizeMeridianpropertiestoadrawingtitleblockandneedtoupdatetherenditiontoreflect
thenewvalues.
Intheseandsimilarcircumstances,youcanupdaterenditionsmanually.
Toupdatearenditionmanually:
1. Selectthedocumentforwhichyouwanttoupdateitsrendition.
2. OntheDocumentmenu,selectUpdateRendition.ThedocumentisaddedtotheBlueCieloPub-
lisherqueueforrendering.
Note    ThedocumentwillbelockedbytheuserRenditionServeruntiltherenditionhascompleted.
Howtherenditionwillbecreateddependsontheconfigurationofthepublishingjobthatisassignedtothe
vaultbyasystemadministratorandonthepropertiesontheRenditiontabofthedocument.Whentheupdate
willoccurdependsontheconfigurationofthepublishingjob.Whenrenderinghascompleted,thenewrendi-
tionwillappearintheviewer.Forinformationaboutsettingtherenditionpropertiesandmonitoringthe
BlueCieloPublisherqueue,seetheBlueCieloPublisherUser’sGuide.
Note    Theresultingrenditionmaycontainadditionalinformationsuchasanelectronicsignaturepageora
watermark,dependingonyoursystem’sconfiguration.
10.23.3
Printingrenditions
RenditionsareprintedusingtheviewerandoutputtoaWindowssystemprinter.
Toprintarendition:
1. Selectthedocumentsforwhichyouwanttoprintrenditions.
2. OntheDocumentmenu,selectPrintRendition.ThePrintdialogboxappears.
3. SelectortypeoptionsforthedesiredprinterandthenclickOK.ThePrintRenditiondialogshows
theprogresswhiletherenditionoftheselecteddocumentsareprintedusingtheviewer.
10.23.4
Attaching renditions
Attachingarenditionimportsafileintothevaultandstoresitalongsideaselecteddocument’snativecontent.
Thenewfilewillthenbeshownasthedocument’srendition.
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