Create New Documents From Templates

Project documents can originate from a Meridian Cloud vault and be sent to Portal as described in Send documents to Meridian Portal. Documents can also originate from outside Meridian Cloud as described in Submit New or Revised Documents. Or they can originate from within a Portal project as described in this topic. The documents are created from files that your organization provides as the default templates for specific document types. New documents may not be created without templates.

You must be assigned to the Project Owner or Document Controller role to perform this task.

Meridian Portal allows multiple documents to have the same name.

To create a new document from a template:

1. Open the project where you want to create the file as described in Open Projects.

2. View the project repository as described in Find Documents.

3. In the Documents toolbar, click New.

   The Create New Document dialog box appears.

4. Click options or type values using the descriptions in the following table.

5. Click Create.

   The document is added to the Documents list, is placed in the For Routing state, its Version number set to 0.1, a rendition is created automatically, and its ownership is assigned to you.

New document options

Option	Description
Title	Type a title (140 characters max.) for the document. This will become the filename. The file extension will be determined by the selected template. Required.
Document type	Select a type for the new document. Document types are configured by a System Administrator as described in Manage Document Types. Required.
Category	Select a value to filter the list of templates. Categories are defined by a System Administrator as described in Manage Document Templates.
Template	Select a template for the new document. Only the templates configured for the type selected for Document type are shown. For information about configuring templates, see Manage Document Templates.