Question:
How to create a new reference link (anchor) in Vault PromoMats and Medical?
Answer:
Annotate and Edit Relationships permission are needed.
To create a link annotation:
- Click the View Annotations button.
- Click on the Select annotation tool button and choose Link.
- Place the mouse cursor on the content (by selecting area, image, or text).
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The Select anchors window appears. Find the link’s target reference.
- Click Select or create new anchor in this document.
- Select the required part of the reference.
- Once completed, click Close on the Select Anchors window.
Related Documentation:
- Vault Help Documentation: Using Link Annotations & Document Links
- PromoMats YouTube Channel: How to create a link annotation