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Manage Document Types

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A document type is a template that specifies the properties that may be used with documents created of that type.

Portal provides these built-in document types:

Facility Document – as-built documents related to a specific part of a plant

Transmission Document – as-built documents related to a linear asset like utility or process industry lines

Project Document – documents used to manage modifications to a plant in the context of a project

Generic Document – general purpose documents unlike any of the preceding types

Additional document types may appear in Meridian Portal for documents sent there from Meridian Enterprise. If one of these document types doesn't quite meet your requirements, you can use the built-in document types as the basis to create your own document types. Other than the property configuration described below, custom document types act identical to the built-in document types.

You may enable or disable document types, specify the default document type for new documents, and select the document properties that are available for a document type in each project type. Enabled document types are available for creating new documents. Disabled document types are unavailable. Each project type must have one document type that is the default for new documents created in projects of that type.

You must be assigned to the Tenant Administrator role to perform these tasks.

To create a custom document type:

Custom document types may only be disabled – they cannot be deleted. The built-in document type from which a custom document type was derived may be disabled without affecting the custom document type.
  1. On the Meridian Portal Landing page, in the navigation bar, click the Account Settings icon . The Account Settings page appears.
  2. In the menu, click Document Types. The Document Types list appears and shows the current document types that are available in your tenancy.
  3. In the toolbar, click Add. The Add Custom Document Type dialog box appears.
  4. Click options or type values using the descriptions in the following table.
  5. Click Save.
Custom document type options
Option Description
Name

Permanent, internal name of the document type. Also the default name that appears to users if Customized Terminology is empty. Required.
Customized Terminology

Custom name of the document type that overrides Name and appears to users. Optional.
Derived from

Select a built-in document type from which to derive this document type. The new document type will inherit all of the features (document number syntax, revision numbering, templates, distribution matrix, import mapping, and so on) and properties of the selected document type. After creation, you can configure the visibility (Show) and required (Required) behavior of the properties as described below. Required.

To set a custom name for a document type:

  1. On the Meridian Portal Landing page, in the navigation bar, click the Account Settings icon . The Account Settings page appears.
  2. In the menu, click Document Types. The Document Types list appears and shows the current document types that are available in your tenancy.
  3. In the toolbar, click Edit. The Customized Terminology column of the document types becomes editable.
  4. Type a name in the Customized Terminology column for the desired document type and then click Save. The custom name is shown for that document type throughout your tenancy.

To specify the properties for a document type:

  1. On the Meridian Portal Landing page, in the navigation bar, click the Account Settings icon . The Account Settings page appears.
  2. In the menu, click Document Types. The Document Types list appears and shows the current document types that are available in your tenancy.
  3. Click the settings icon of the document type that you want to edit. The Configure: <DocumentType> dialog box appears.
  4. Select a project type from the Project Type list for which you want to specify the properties for the current document type.
  5. For each property in the Property list, enable or disable Show and Required to meet your needs.
    • Some properties might not be configurable for your Meridian Cloud subscription tier.
    • Properties may only be hidden if they are not used in the document number syntax as described in Configuring the document number syntax.
    • Only the configuration of the Standard Project is used by Meridian PowerWeb. All project types are used by Meridian Portal.
  6. Click Save.

To configure the document types for a project type:

  1. On the Meridian Portal Landing page, in the navigation bar, click the Account Settings icon . The Account Settings page appears.
  2. In the menu, click Document Types. The Document Types list appears and shows the current document types that are available in your tenancy.

  3. In the toolbar, select the project type from the list for which you want to specify its document types.

    Only the configuration of the Standard Project is used by Meridian PowerWeb. All project types are used by Meridian Portal.

  4. In the Default column, select the document type that you want to be the default for the selected project type.
  5. In the toolbar, click Edit. The Enabled column of the document types becomes editable.
  6. Select check boxes in the Enabled column for the document types that you want to be available for the selected project type and then click Save.

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