A Meridian Portal package is represented in Meridian Enterprise as a transmittal sheet (Microsoft Excel workbook) with Meridian Enterprise references to the other vault documents that are contained in the package. The transmittal sheet also contains the document properties that accompany the documents to Meridian Enterprise.
Use these steps for PowerWeb.
Create a New Package
To create a new package:
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Select the documents that you want to add to a package.
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Right-click your selection.
The shortcut menu appears.
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Point to Commands, point to Meridian360, and then click Add to New Transmittal Package.
The Add to New Transmittal Package dialog box appears.
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Click options or type values using the descriptions in the following table.
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Click Finish.
|
Group |
Option |
Description |
|---|---|---|
| Package |
Type |
The type of package. |
| Package |
Name |
The name of the package. |
| Package |
Description |
The description of the package. |
| Package |
Send out immediately |
Sends the package immediately after you click Finish. Otherwise, the package is sent at the next scheduled interval. |
| Package |
Notify recipient |
Sends an email message to the package recipients to alert them about the package. |
| Package |
Update transmittal on send |
Updates the property values in the transmittal sheet to reflect the current values of the package documents. The Meridian Enterprise internal properties (for example, revision number) are not affected by this option and are always updated when transmittals are sent. |
| Details |
Issue reason |
Select a reason from the list for which you are issuing the package . |
| Details |
Due date |
Select a date when you expect a response from the recipient. |
| Details |
Include source |
Includes the document source files in the package. |
| Details |
Include rendition |
Includes the document rendition files in the package. |
| Details |
Include transmittal sheet |
Includes the transmittal sheet in the package. |
| Details |
Send read-only |
Locks the documents in the package from being overwritten by changes. |
| Details |
Assign to |
Select a recipient of the package from the list. |
| Details |
Distribute to |
Select a distribution list for the package from the list. |
Revise a Package
You must be assigned to the Contractor role to perform this task.
It is only possible to revise a package if it gets rejected. To update a rejected package:
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Upload a new version of the document.
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Match it with the existing document using the Update current revision option.
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Return to the package to use the Resend option. Follow instructions of Revise a Package.