Question:

How to Link a Reference Document and Create Anchors Within it in PromoMats and Veeva Medical?

Answer:

Edit Relationships, Annotate and Create Anchors permissions are needed.

A user can create anchors in the document to be used as a Reference or from the document to be referenced. 

Instructions for the former can be found in Create an Anchor in a Reference document.

To link a Reference document to another document, a Link Annotation needs to be created:

1. Open the document to be referenced.
2. On the left hand side of the document, click the Comment button and choose Document Link.
   
   
    
3. On the content, select the text or area to be referenced.
4. The Select anchors dialogue box pops up. Find the reference document using filters, views, and search terms as needed.
   
   
    
5. Below the Reference document, click Select or create new anchor in this document. The target document pops up in a mini-browser window.
   
   
   
    
6. Within the reference document in the mini-browser, select text or an area as the anchor location.
7. A grey anchor box comes up. Enter an anchor name, up to 140 characters. Click Save.
   
   
    
8. Close the mini-browser.
9. The new anchor/s show under the Reference document. Click the green plus icon (+) next to the anchor/s.
   
   
   
    
10. Close the Select Anchors dialogue box.

Related Documentation:

• Vault Help Documentation: Using Link Annotations & Document Links
• Knowledge Base Article:
  How to Create an Anchor in a Reference Document in PromoMats and Medical?