Under most circumstances, the file name of an existing document will not need to be changed. That is, if the document is created new within the vault, Meridian will assign the correct file name if the document is assigned a document type that is configured to calculate file names. But occasionally there are circumstances when the file name of a document must be reissued, such as after importing documents with file names that do not conform to the document type standard.
The Issue New File Name command executes the same process as that which occurs when a new document is created. If the document type is configured to calculated file names with a sequence number, the next available sequence number is used.
To perform this task, you must be a member of group that is assigned to the Contractor, Contributor, Document Controller, Project Owner, or Tenant Administrator role that is assigned to the parent folder.
To issue a new file name for a document:
- Select the document for which you want to issue a new file name.
- In the Edit ribbon, in the Organize group, click Issue New File Name. The file is renamed.
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