The integration between Meridian Enterprise and Meridian Portal is improved and new features added in each release. Correspondingly, not every Meridian Enterprise version supports every new feature. The following table lists the features that have been added to the Meridian Enterprise versions that support integration with Meridian Portal. After a feature is added, it is also available in subsequent releases. Use this information to plan your Meridian Enterprise upgrades and take advantage of new features.
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Feature |
2019 |
2019 R2 |
2020 |
2020 R2 |
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Send documents straight through Portal to contractor |
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Project members page embedded in Meridian |
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Warning on documents not synced |
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Reuse of Meridian project number in Portal |
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Automatic import of documents |
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Documents locked after sent to Portal |
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Property mapping enhancement |
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Description field added |
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Include Xrefs when sending to Portal |
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Multiple integration improvements |
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Send documents to Portal without having to wait for syncing |
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Send documents ‘For information’ to external project members |
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Allow import from Portal for a document in workflow |
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Project integration enhancements |
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When creating a Portal project in Meridian, copy Meridian project name and number |
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When sending a document in workflow to Portal 'For information', user can choose to send the current revision or the latest released revision. |
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Option to automatically send documents to Portal on a workflow transition |
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Store name of locking package in property |
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Restrict Send to Portal for Revision to documents that are editable for the current user |
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'Document imported from Portal' option added to email notification event configuration. |
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Document types are synchronized |
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