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How to Link Anchors from Imported References to Content in PromoMats and Medical?

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Question:

How to Link Anchors from Imported References to Content in PromoMats and Medical?

Answer:

Annotate and Edit Relationships permissions are needed.

When references are imported from a different document, or when annotations are brought forward from a previous version and not automatically placed, the anchors need to be manually linked to the content. They can be linked to the current content by following the steps below:

  1. Open the Linked Document section using the Relationships View.

    relationships_option.png
     
  2. Click on the small Action menu for each imported reference.

    link_to_content.png
     
  3. Choose where the reference icon should appear on the content.

    lorem.png
     

NOTE: when the imported reference link is fully linked to the content, the anchor turns green.

green_anchor.png

Related Documentation:

Knowledge Base: Why Are References Not Linked to Content After Uploading a New Version and Bringing Forward Annotations in PromoMats and Medical?

Vault Help Documentation: Using Link Annotations & Document Links

 

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