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 required.
To link a document to be used as a reference, a Link Annotation needs to be created.
- Click the Select tool button and choose Link.
- Select the text or area to be referenced.
- The Select anchors dialogue box pops up. Find the reference document using filters, views, and search terms as needed.
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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.
- Within the reference document, select text or an area as the anchor location.
- A grey annotation box comes up. Enter an Anchor Name, up to 140 characters. Click Save.
- Close the mini-browser.
- Click the Add Link symbol (green +) next to the anchors needed.
- 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