Configure Package Types

Meridian Portal provides configurable package types for each transfer purpose: Transmittal, Return, Approval, Review, Information, and External. Some of the behaviors of each package type are configurable to meet your needs.

When a package is sent, it is automatically assigned a due date. The date is calculated based on the response time that is configured for the package type. You can configure a different response time for each package type to meet your particular requirements. For example, a review package might require more time for multiple reviewers to do their work than for a single approver to do their work.

By default, packages must be explicitly acknowledged by a document controller or a contractor when they are received or rejected. Acknowledgment can be automated if permitted by your business process and an email notification will be sent instead.

To configure package response time:

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 Package Settings. The Package Settings page appears and lists the package types and their corresponding settings for the selected project type.
3. In the toolbar, select the project type that you want to configure. The list refreshes to show the settings for that project type.
4. In the toolbar, click Edit.
5. The values in the Response Time column become editable.
6. Type values or click the arrows to specify response times for each package type.
7. Click SAVE. The new settings become effective immediately

To configure automatic actions:

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 Package Settings. The Package Settings page appears and lists the package types and their corresponding settings for the selected project type.
3. In the toolbar, select the project type that you want to configure. The list refreshes to show the settings for that project type.
4. Click a toggle icon for the applicable role for a package type. Not all package types support configurable acknowledgment.