Question:
What Actions are available on previous versions of a document in PromoMats?
Answer:
A user can perform the following actions on the previous document's version depending on the user role in the document.
-From the Actions menu on a previous version:
- Export Annotations
- Make a Copy
- Import Document Links
- Send as Link
- Edit Sharing Settings
- Delete.
-From the Doc Info fields panel on a previous version:
- Add related documents
- Edit Sharing Settings
- Add Renditions
- Edit metadata
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 Documentation: Available Actions
Knowledge Article: What Actions Are Not Available on the Previous Version of a Document in PromoMats?
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