How can Fields be modified in PromoMats? How to update the Information Section of a document in PromoMats?
Edit Fields permission is needed.
To update the Information section of a specific document:
- Go into the Document Information and click Edit Fields:
- Scroll to the relevant field(s) and choose a new value. Example:
- Click Save:
- To update the Type, Subtype and Classification, Reclassify permission is needed.
- To update the Sharing Settings, Edit Sharing Settings permission is needed.
Vault Help Documentation: Editing Fields for a Document
Veeva Vault PromoMats YouTube Channel: How to edit information fields