Question:
How to set up Supporting Documents in PromoMats?
Answer:
Some documents require supporting material to be added to the asset before sending it to reviewers.
A Supporting Documents requirement can be created by a user with Admin rights only.
To create the requirement, an Admin should open the Configuration tab:
- Check the Document Type to be sure that the Supporting Documents is available under the Relationship Types.
- Navigate to Document Lifecycles.
- Open the relevant Lifecycle.
- Open the States tab.
- Choose the relevant state and open Entry Criteria tab.
- Click Edit.
- Click Create Rule.
- Create the rule and click Save.
Related Documentation:
Vault Help Documentation: About Document Relationships
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