Accept Drafts in Clipboard

When contractors or contributors submit documents in the Meridian Portal, the documents stay in Draft status until you, as a document controller or project owner, accept them. You must accept drafts before routing them for other actions, like sending for review or approval.

If you’re a document controller or project owner and receive documents from contractors or contributors, you can accept drafts either one by one or in batches.

Accept a document

1. From the Portal Landing page, open a project.

2. Under Documents > In Progress, click Draft.

3. Select the desired documents and choose between two options to add them to the clipboard:

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

   • Click Append selected documents to clipboard to add the selected documents to any other documents to the existing clipboard items.

4. Click Clipboard.

5. Click a document to view its details.

6. Click Accept.

   The document status changes from Draft to For Routing.

Accept multiple documents

1. From the Portal Landing page, open a project.

2. Under Documents > In Progress, click Draft.

3. Select the desired documents and click Clear clipboard and add selected documents .

4. Click Clipboard.

5. In the toolbar, click Menu > Accept Drafts.

6. Click Yes.

   All document statuses change from Draft to For Routing. If the clipboard contains documents with a status other than Draft, the action might fail.