Configure Hotspots

You can configure the properties shown when users hover over a hotspot when they View hotspots on a PDFTron rendition. For document and object tags you can edit the property used to display the number and type. You can also choose the properties that you want to appear.

To configure hotspots:

1. In Meridian Enterprise Server Administration Console, in the Repositories group, click Repositories.

   The All Repositories page appears and lists the existing Meridian Explorer repositories and Meridian Enterprise vaults.

2. Double-click the name of the repository that you want to configure.

3. Scroll to the Hotspots group.

4. To edit the Tag number property to display for Document and Object Tags:

   1. Click Edit Number in the Document or Object tag configuration depending on the setting you want to change.

      The Select Property dialog box opens.

   2. Choose the property you want to display for the document or tag number.

   3. Click OK.

5. To edit the Asset number property to display for Document and Object Tags:

   1. Click Edit Type in the Document or Object tag configuration depending on the setting you want to change.

      The Select Property dialog box opens.

   2. Choose the property you want to display for the document or tag number.

   3. Click OK.

6. To add the hotspot properties you want:

   1. Click Select Properties in the Document or Object tag configuration depending on the setting you want to change.

   2. Click Add Property.

      The Select Properties dialog box opens.

   3. Choose between two options:

      • Select the property you want from a Property Set then click Add.

      • To enter the property manually:

        1. Select the Toggle search mode check box.

        2. In the field that appears, enter the name of the property you want to add.

        3. Click Check.

        4. If the field appears the Validation Result box with green text, click Add.

      Properties to be added are listed on the right.

   4. Click OK.

      The Hotspot Properties dialog box lists the property to be added.

   5. Click OK.

7. To remove or edit hotspot properties:

   1. Click Select Properties in the Document or Object tag configuration depending on the setting you want to change.

   2. To change an existing property, select that property then choose the one you want from the list.

   3. To delete a property, select that property then click Remove.

   4. Click OK.

   Important!

   For hotspots to work in Explorer, an item filter must be added to identify which documents in the repository are Master documents. If no Masters Filter is configured in a repository, hotspots will not be shown.

8. To add an item filter:

   1. Select the Management Tools section.

   2. Under Item Filters, click Manage.

   3. Click New.

   4. In the dialog, select Filter to define master area.

   5. Click Next.

   6. Enter the name for the filter.

   7. Enter the filter conditions.

      The filter should be configured in such a way that it matches all documents which are in the vault in a folder configured as a Masters folder. This can usually be done by creating a query that matches the field-path relation in the Vault.

   8. Click OK.