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Create a New Document From A Template

Note:

To perform this task, you must be a member of a group that is assigned to the Contractor, Contributor, Document Controller, Project Owner, or Tenant Administrator role that is assigned to the parent folder.

Meridian makes it easy to create new documents either from templates or from existing files.

The new document will have the following:

  • The document name is set automatically using the patterns described in Document Names.

  • The document is created in a sub-folder of the Projects folder based on the patterns described in Vault Structure.

  • The workflow state is set to Unchanged.

ClosedPowerWeb Procedures

Use these steps for PowerWeb.

ClosedImport an Existing File

To import an existing file:

  • See Uploading documents.

ClosedCreate New Document from Template

To create a new document from a template:

  1. Choose between two options:

    • In the New ribbon, in the Documents group, click New Document.

      The Add Document/Select Document Type dialog box appears.

    • Right-click the folder, point to New, and then select New Document.

  2. Select a document type from Document type and click Next.

  3. Select a template from Document template and click Next.

    Any property pages assigned to the document type for new documents appear.

  4. Type any known values in the property pages and click Finish when you are done.

    The configured document type workflow (if any) is started and the document's General property page appears.

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