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How to Import Document Links From One Document to Another in PromoMats?

  • Updated

Question:

How to import document links from one document to another in PromoMats?

Answer:

Edit Relationships permission is needed in order to import references from a different asset.

  1. Click Import Document Links from the Actions menu:

    u-import_documetn_links.jpg

    NOTE: If Import Document Links does not appear in the dropdown list, it means the Vault does not allow users to use this functionality. Open a ticket with the Global Service Center for more information.

  2. The Import from selected document dialogue opens. Select the target document to import the document links from:

    u-import_documetn_links_selection.jpg

  3. Click Continue to confirm the action:

    u-areyou_sure_import.jpg

All references from the selected document appear in the Linked Documents section.

Annotate and Edit Relationships permission is needed in order to manually Link Imported References to the content of the current document. 

u-link_to_content.jpg

Related Documentation:

Vault Help Documentation: Using Link Annotations & Document Links  
Knowledge Base Article: How to Link Imported References to the Content in PromoMats?
PromoMats YouTube Channel: How to import references from one document to another

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