Edit and Export Document Properties in Clipboard

Meridian Portal stores document metadata. You can edit multiple document properties simultaneously and import or export document property information. Documents must be assigned to you before you can edit their properties. You can also import properties to documents in the clipboard.

Edit properties of multiple documents

1. Add documents to the clipboard and open it.

2. In the toolbar, click Metadata.

3. In the menu that appears, click Edit.

4. Select the document type you want at the top of the page.

   The table displays documents of the type you selected.

5. Enter values and options to apply to the documents.

6. To apply the same value to multiple documents in the column:

   1. Select the cell with the value.

   2. Click and hold the small square in the bottom-right corner of the cell.

   3. Drag it down or up to fill all the desired cells in the column with the same value.

7. Click Save.

   Your changes are saved, the minor version number of the document is incremented, and your action is appended to the History log.

Export properties from documents

1. Add documents to the clipboard and open it.

2. In the toolbar, click Metadata.

3. In the menu that appears, click Export CSV or Export XLSX.

   The Export Metadata to file dialog displays with export file generation progress.

4. Click Export.

   The file downloads to your browser downloads folder.