Clipboard

The Meridian Portal clipboard lets you manage multiple documents within a project and perform batch actions. It remembers your selection, so you don’t need to reselect documents after each action. You can add or remove documents at any time or clear the clipboard to start fresh. All relevant commands (such as Accept, Release, or Send) are available in the clipboard toolbar for easy access.

Add documents to the clipboard

1. On the Portal Landing page, select a project.

2. Find and select the documents you want to add.

   To select all documents on the page, select the Project ID checkbox in the header of the Documents list. To select documents on unseen pages, click Select all documents.

3. Choose between two options:

   • Click Clear clipboard and add selected documents to first clear the clipboard and then place the selected documents.

     The number of documents to be cleared is shown in the oval next to the clipboard buttons.

   • Click Append selected documents to clipboard to add the selected documents to any other documents already on the clipboard.

     The number of documents updates to reflect the current total on the clipboard.

If you don't select any documents, these options are disabled.

To add all documents in a package to the clipboard, open the package and select one of the options above. Only document controllers can add documents from a review package.

Open clipboard

1. On the Portal Landing page, select a project.

2. In the navigation bar, click Documents .

3. In the toolbar, click Clipboard.

   The Clipboard page appears and lists the documents currently on the clipboard. The number of documents on the clipboard displays in the list header.

If a toolbar item is disabled, hover over the icon to see a tooltip that explains the reason.

Sort the clipboard list

1. Click a column heading to sort the list in ascending order.

2. To reverse the sort order, click the heading again.

Remove a document from the clipboard

1. Open the clipboard.

2. Click Clear from clipboard in the document row.

Clear clipboard

Clearing the clipboard removes the documents currently on it, allowing you to work with a different set of documents.

1. Open the clipboard.

2. Click Clear Clipboard.

You can also automatically clear the clipboard when adding new documents by clicking Clear and Add Documents .