Question:
How to add documents into a Binder in Vault PromoMats and Medical?
Answer:
- Click Edit Binder from either the All Actions menu or the Binder header.
- Click the Add dropdown, and select Existing Documents.
- The Add Documents dialog box opens displaying all documents available to the user. If there are filters enabled, they can be cleared or more can be added.
- Add documents by either clicking the green plus (+) icon or dragging them into the Binder from the upper-left corner (an orange line appears to indicate the placement).
- When all documents are added, click the dialog box X button to close.
To select multiple documents, click and drag the cursor through the documents or hold down the Ctrl key while clicking. With multiple documents selected, click and drag them into the binder.
Note: A single document cannot be in the same section twice, but the document can be in different sections within the same binder. A document can also be added to multiple binders.
All document links in a binder point to the most recent version of the document, unless applied version binding is used.
Related Documentation:
Vault Help Documentation: Editing Binders