Reference documents allow you to associate files or websites with a record in the Meridium APM database. For example, you might take pictures of a piece of equipment and save them on your local machine or company network. Then, when you create an Equipment record representing that piece of equipment in the Meridium APM Web Framework, you can link those images as reference documents to the Equipment record so that when other users open the Equipment record, they will be able to view the images.
Each time you associate a reference document file with a record, a Reference Document record will be created and linked to that record. You can link Reference Document records to any record belonging to a family for which the Has Reference Documents relationship has been defined via the Configuration Manager. The Meridium APM system supports two different types of reference documents:
Internal Reference Documents: Reference document files that are stored in the Meridium APM database.
External Reference Documents: Reference document files and websites that reside outside of the Meridium APM database and are referenced from a Reference Document record. External reference documents can be accessed only by users who have permission to access the location in which they are stored. For example, only you will be able to view an external reference document that is stored in a location that only you can access, such as your local drive. Other users would be able to view an external reference document that is stored in a public location, such as a network drive.
Reference document functionality is available in the Record Manager on the Reference Documents window, from which you can create, view, modify, and delete reference documents. A similar feature is available in the Meridium APM Framework.
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