Question:

How to Link a Referencing Document and Create a New Anchor Within it in Vault PromoMats and Medical?

Answer:

Annotate and Edit Relationships permission are needed.

To link a document to be used as a reference, a Link Annotation needs to be created.

1. Click the Select tool button and choose Link.
2. 
   
   
   
   
3. 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. When the reference document is found, click Select or create new anchor in this document. The target document pops up in a mini-browser window.
   
   
   
   
6. Within the reference document, select text or an area as the anchor location.
7. A grey annotation box comes up. Enter an Anchor Name, up to 140 characters. Click Save.
   
   
   
   
8. Close the mini-browser.
9. Click the Add Link symbol (green +) next to the anchors needed. 
   
   
   
   
10. Close the Select Anchors dialogue box.

Related Documentation:

• Vault Help Documentation: Using Link Annotations & Document Links
• PromoMats YouTube Channel: How to create a link annotation