Create Packages

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 PowerWeb.

To create a new package:

1. Select the documents that you want to add to a package.
2. Right-click over your selection. The shortcut menu appears.
3. Point to Commands, point to Meridian360, and then click Add to New Transmittal Package. The Add to New Transmittal Package dialog box appears.
4. Click options or type values using the descriptions in the following table.
5. Click Finish.

Package options

Option	Description
Package group
Type	The type of package.
Name	The name of the package.
Description	The description of the package.
Send out immediately	Sends the package immediately after you click Finish. Otherwise, the package is sent at the next scheduled interval.
Notify recipient	Sends an email message to the package recipients to alert them about the 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 group
Issue reason	Select a reason from the list for which you are issuing the package .
Due date	Select a date when you expect a response from the recipient.
Include source	Includes the document source files in the package.
Include rendition	Includes the document rendition files in the package.
Include transmittal sheet	Includes the transmittal sheet in the package.
Send read-only	Locks the documents in the package from being overwritten by changes.
Assign to	Select a recipient of the package from the list.
Distribute to	Select a distribution list for the package from the list.

To add documents to an existing package:

1. Select the documents that you want to add to a package.
2. Right-click over your selection. The shortcut menu appears.
3. Point to Commands, point to Meridian360, and then click Add to Existing Transmittal Package. The Add to Existing Transmittal Package dialog box appears.
4. Select the name of the package from Package Code and then click Finish.

   The selected documents are linked to the transmittal sheet with references of the refM360PackageReference type. You can view these references and use them to navigate to the transmittal sheet as described in View References. The documents are also placed under change by the user Meridian360 in the workflow that is configured for the document type of each document.