Question:

What is the document All Actions Menu in Vault PromoMats?

Answer:

The document All Actions menu displays all actions a user has available for the selected document or record.

Available items in the All Actions menu vary by Vault configuration, lifecycle state, license type, security profile, and your role-based permissions on the document or record.

Menu items are divided into four categories: Manage, Edit, Download, and View. 

The menu can be accessed for documents through the Library or from the document itself. 

Library view

Hover over the document and select the All action icon:




Open the document

Open the document and then locate the All Action Menu Icon on the right-hand side of the screen.

Related Documentation:

Vault Help: About the Document Actions Menu