How to import document links from one document to another in Vault PromoMats?
To import document links, you must have the Edit Relationships permission on the document you are importing document links to and the View Document permission on the document you are importing document links from.
To import document links, please follow the steps below:
- Navigate to the document that the annotations are going to be imported to.
From the All Actions menu, select Import Document Links.
- On Import from selected document dialogue, select the target document to import the document links from. You can enter the document number or scroll through the list to find the document.
- Once the document has been found, click the green (+) symbol.
- Click Continue.
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 document.
Vault Help: Using Link Annotations & Document Links
Knowledge Base: How to Link Imported References to the Content in PromoMats?
PromoMats YouTube Channel: How to import references from one document to another