How to create a new document in PromoMats?
Create Documents permission is needed. To create a new document in PromoMats:
- Click Create --> Document --> Upload.
- Select Choose file from the computer:
- Choose the relevant Document Type and then click Next:
- Complete all mandatory fields in the right-hand side panel and click Save.
Note: The Document Number appears in the General section.
Vault Help Documentation: Adding Documents
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