Question:
Why the Bring Forward Annotations button is not visible in PromoMats and Medical?
Answer:
There several possible reasons why the action Bring Forward Annotations is not available in Vault:
- There are no annotations created in the version from where a user is trying to Bring Forward Annotations.
When the number of annotations in the target version is 0, the Bring Forward Annotations action is not visible from the version where the user is trying to act.
- The button is disabled while Vault is Automatically Bringing Forward Annotations. Vault displays a banner to indicate when the process of automatically bringing forward annotations is ongoing.
- The button is disabled while document processing, such as Optical Character Recognition (OCR), is in progress.
- All annotations in the version the user is trying to Bring Forward Annotations have been resolved.
The resolved annotations are hidden so they do not show in the annotations when a user tries to bring forward annotations. If a user tries to bring forward annotations from a version where there are only resolved annotations, Bring Forward Annotations does not appear in the current version.
- The user is missing the Annotate permission in the current state of the document.
If the user is missing the Annotate permission in the current state of the document, the option will not be available as they need to be permitted to annotate the document, to be able to bring forward annotations.
Related Documentation:
Knowledge Base:
- How to Bring Forward Annotations from a Previous Version in PromoMats and Medical?
- How to Check Roles and Permissions in the Sharing Settings of a Document in Vault?
Vault Help:
- Bring Forward Annotations
- Disable Manual Bring Forward Annotations until document processing is complete