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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