Skip to main content
hamburger menu Created with Sketch.
PHP2Shell - PHP Vulnerability Announcement || EU Holiday: Oct 23rd - Limited staff, please plan accordingly

Search the Knowledge Base

How to Make a Copy From a Previous Version in Vault PromoMats and Medical?

  • Updated

Question:

How to Make a Copy From a Previous Version in Vault PromoMats and Medical?

Answer:

Users can navigate to any previous version of a document to make a copy from there.

  1. From Version History section in the Metadata, or from the Timeline View, click the blue link for the previous version.

    versionhist.PNG

  2. Choose Make a Copy from the All Actions menu.  

    makecopy.PNG

  3. Once the new document is created, the relationship to the original document appears under Based on section in the Relationships panel. This relationship cannot be removed.
Note: View Document and View Content permissions are needed to Make a Copy.
Users can only Make a Copy if they have permission to create the Document Type of the original material.

 

 

Related Documentation:

Vault Help Documentation:

 

Powered by Zendesk