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How to Make a Copy in Vault PromoMats and Medical?

  • Updated

Question:

How to Make a Copy in Vault?

Answer:

Users can make a copy of a document to carry across the same content and annotations, and/or the fields (metadata).

The copy can be made from the latest version, or from any previous version (see more below in Related Documentation).

  1. From the Actions menu, click Make a Copy.

    makecopy.PNG
     
  2. A pop-up window appears.  There are options available to Copy Content (with annotations, if any), Copy Fields and in some cases, Copy attachments.
    Note: If Copy Content is unchecked, the source file and annotations will not be included in the new document.

    making a copy.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.

    basedon.PNG

     

Note:  Users can only Make a Copy if they have permission to create the Document Type of the original material.

Related Documentation:

 

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