Question:
How to link an imported reference to the content in PromoMats?
Answer:
Using the New User Interface? (Expand to see the V21R2 features)
New User Interface (Release 21R2):
Annotate and Edit Relationships permission is needed.
When references are imported from different documents, they can be linked to the current content by following the steps below:
- Open the Linked Document section using the Relationships View.
- Click on the small Action menu for each imported reference.
- Choose where the reference icon should appear on the content.
NOTE: when the imported reference link is fully linked to the content, the anchor turns green.
Old User Interface:
Annotate and Edit Relationships permission is needed.
When references are imported from different documents, they can be linked to the current content by following the steps below:
- Open the Linked Document section using Mixed View.
- Click on the small Action menu for each imported reference.
- Choose where the reference icon should appear on the content.
NOTE: when the imported reference link is fully linked to the content, the anchor turns green.
Related Documentation:
Vault Help Documentation: Vault Help
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