Question:

How to set up Supporting Documents in PromoMats?

Answer:

Using the New User Interface? (Expand to see the V21R2 features)

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New User Interface (Release 21R2):

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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:

1. Check the Document Type to be sure that the Supporting Documents is available under the Relationship Types. 
   
   
   
   
2. Navigate to Document Lifecycles. 
   
   
3. Open the relevant Lifecycle. 
4. Open the States tab.
   
   
   
   
5. Choose the relevant state and open Entry Criteria tab. 
   
   
   
   
6. Click Edit. 
7. Click Create Rule.
   
   
   
   
8. Create the rule and click Save.
   
   

Old User Interface:

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:

1. Check the Document Type to be sure that the Supporting Documents is available under the Relationship Types. 
   
   
   
   
2. Navigate to Document Lifecycles. 
3. Open the relevant Lifecycle. 
4. Open the States tab.
   
   
   
   
5. Choose the relevant state and open Entry Criteria tab. 
   
   
   
   
6. Click Edit. 
7. Click Create Rule.
   
   
   
   
8. Create the rule and click Save.
   
   

Related Documentation:

Vault Help Documentation: Vault Help 

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