Question:
How to check if a document or reference is linked to other documents in PromoMats?
Answer:
Using the New User Interface? (Expand to see the V21R2 features)
New User Interface (Release 21R2):
The Where Used view shows all inbound relationships or binder links for a specific document. The documents listed in this view are the source documents for the relationship.
- Locate the document
- Open the All Action icon and select Where Used.
- A list of documents appears that indicates what documents it is linked to.
Note: The Where used function recognizes the version of the document that is selected. This function can be used for all versions of a document or reference.
Old User Interface:
The Where Used view shows all inbound relationships or binder links for a specific document. The documents listed in this view are the source documents for the relationship.
- Locate the document
- Open the Action wheel and select Where Used.
- A list of documents appears that indicates what documents it is linked to.
Note: The Where used function recognizes the version of the document that is selected. This function can be used for all versions of a document or reference.
Related Documentation:
Vault Help Documentation: Using the Where Used View
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