Question:
Is there a way to track documents that use the Annotate feature, as well as the types of annotations in Vault?
Answer:
Yes. In order to track how many documents use the annotate feature in Vault, a user must create a document report. To create a document report:
- Open the Reports tab.
- Click Create.
- Select a Report Type to indicate the kind of data that the report should include.
- Enter a Name and Description for the report.
- Click Continue, the user is prompted to add conditional fields, filters and prompts. In order to track what or how many documents have annotations the user simply needs to create a Filter that looks like the following:
The user can edit the columns and group rows as needed. Some other Column values that a user may be interested in include: Annotations (Anchors), Annotations (Lines), Annotations (Links), Annotations (Notes), Annotations (Resolved), Annotations (Unresolved), Annotations (All)
- Click Run to view the results. The user can return to the Report Builder to modify the report details.
- Click Save.
The user is now able to track what documents have Annotations and how many documents there are with Annotations.
Related Documentation:
- Vault Help Documentation: Creating Reports
- KB Article: Report Types in PromoMats
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