Question:
What actions are available on previous document versions in Vault PromoMats and Medical?
Answer:
Users can perform the following actions on previous document versions depending on the user role permissions:
From the Actions menu on a previous version:
- Send as Link
- Edit Sharing Settings
- Export Annotations
- Import Document Links
- Make a Copy
- Delete
From the Doc Info panel on a previous version:
- Edit metadata
- Add related documents
- Add Renditions
- Edit Sharing Settings
Users can also create annotations on previous versions, but can only link to the latest document version when creating link annotations.
Related Documentation:
Vault Help: Available Actions
Knowledge Base: Sharing Settings Permissions for Documents in Vault PromoMats