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How to Use Navigation Views in Meridian

Navigation views are different ways of viewing a vault for different purposes. Each view displays documents organized in a hierarchical structure according to a predefined set of properties. All Navigation views display only the latest, released revision of documents. Navigation views help you to find documents based on whatever information you know about the documents you want to find. Finding documents with Navigation views is often quicker and easier than finding documents by searching.

For example, all vaults have the following five views available by default:

  • Explorer
  • All To-Do Lists
  • Document Type - File Type
  • My To-Do List
  • Status - Person

If you need to find a document but only know who is currently working on it, you can probably find it with the All To-Do Lists view or the Status – Person view. If you only know what document type or file type the document is, then you can probably find it with the Document Type – File Type view. A system administrator may create additional views based on your organization’s unique needs and vault configuration.

The folder structure displayed by Navigation views is similar to that shown by Windows Explorer. However, Navigation views combine the folders that are shown in the left pane of Windows Explorer with the column data that is only shown in the right pane of Windows Explorer into a single view that displays both folders and columns in the same pane. Furthermore, file commands that appear on the Windows Explorer shortcut menu also appear on the Meridian Enterprise Document shortcut menu.

1. Go to Explorer and Click on the word Explorer
2. A list of Views will now be available from the drop-down menu

3. Different Views will show you
4. This will expand to show the different closeout document classifications.

5. Click on the arrows next to the closeout document classification
    (or click on the document title and use the right arrow on your keyboard) to expand the Master Format number levels.
6. This will take you to the document classified with that particular Master Format number(s).


NOTES:                

  • Meridian can only display the Master Format Number OR the Description, not both. I’ve chosen to display the numbers for the higher levels and the Description for the last level.
  • The columns (Description, Doc-Class, Doc-SubClass, etc.) can be changed and reorganized if needed.
  • The Description is based off of the file description provided by the company who scanned the documents.

 
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