Question:

How to add attachments to a document in Vault PromoMats and Vault Medical?

Answer:

Edit Relationships permission is needed. In order to add attachments to a document, do the following:

1. Open the Document Files tab.
   
   
   
2. Find the Attachments section and upload the file by:
    
   
   • clicking the Upload icon to access your Documents.
   • clicking the Attachments section where a space to Drag and Drop will appear below.
   
   
   
3. Once uploaded, the file will be displayed under the Attachments section. Optionally, the user can add a Description from the Action Menu.
   
   

Note: If a user uploads multiple files, each file becomes an individual attachment.

Related Documentation:

Vault Help Documentation: Working with Attachments