When you upload new or revised files to Meridian Portal, the system attempts to match incoming documents to existing repository documents. Document matching prevents misplaced documents by routing new documents for compliance checking and review, and adds revised files as new revisions to existing documents.
Document Controllers, Project Owners, and Contributors are internal users and can match documents in Draft status. Contractors are external users and can match documents in Draft, For Revision, and Rejected status. After matching, the document status changes to Draft.
You can create document matching rules for internal and external users. Each project type can have different rules that determines how one document matches another according to its metadata.
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On the Meridian Portal Landing page, at the bottom of the navigation bar, click Account Settings
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In the menu, click Document Settings.
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Click Matching Criteria.
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In the toolbar, select a project type from the list for which you want to set its criteria.
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Click the Internal users or External users tab, then enter the document control options:
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Upload new revisions: Select Allow or Deny to control whether Document Controllers, Project Owners, and Contributors can revise documents. This setting is available only for internal users, and it controls whether the Set Under Change command is available to these user roles.
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New documents: Select Allow or Deny to control the uploading of new documents.
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Default commit: Select the default status of the incoming document when matching succeeds. The user may still override it with their own selection.
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Select one match option:
- Filename: Matches by the file name without the document extension.
- Item ID: Matches by the Item ID, which is assigned only to documents you create in Meridian Portal.
Title: Matches by the document title.
Master Document Number: Matches by the document number and may include the document extension. It is assigned only to documents you create in Meridian Power.
- Select an option to configure restrictions on the matching characters:
- Nothing: No restrictions.
- Everything before first / after last occurrence of: Select before first or after last, then enter the separator character. This option ignores content before the first occurrence or after the last occurrence of the specified character, including the character itself.
For example, if you choose before first and enter a dash as the separator, uploading a document named 123-test.dwg will result in ignoring 123- and matching with test.dwg. - Everything outside first and last separator: Enter the separator character. This option ignores content before the first and after the last occurrence of the specified character, including the character itself.
For example, if you enter a dash as the separator, uploading a document named 123-test-1-23.dwg will result in ignoring 123- and -23, and matching with test-1.dwg.
Commit options
Select a commit option to determine internal document version numbering:
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New document: Creates a new document inside the project repository.
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New revision: Matches the uploaded document to an existing document and the content from the source file, rendition or both are changed. The internal version number changes to major + 1 and minor = 1.
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Update current revision: Matches the uploaded document to an existing document and the content from the source file, rendition or both are changed. The internal version number changes to minor + 1, and the major stays the same.
Automatic and manual matching
The system automatically matches the uploaded file to a document in the project repository if there is only one document with a filename that exactly matches. The auto match works based on the document status:
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Draft: Commits as Update current revision.
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For revision: Commits as New revision.
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Rejected: Commits as Update current revision.
You can also match documents manually if multiple matches are found or if you want to modify the commit option.
