Question:
How to Create a CrossLink in PromoMats?
Answer:
Using the New User Interface? (Expand to see the V21R2 features)
New User Interface (Release 21R2):
To create a CrossLink, use these steps:
- Choose CrossLink from the Create drop-down menu.
- In Step 1, choose the document file from the linked Vault.
- Search for the particular document, click the green plus and close the pop-up window.
- In Step 2, complete all mandatory document's fields and click Save.
- Once saved, the same artwork (from the linked Vault) appears as the main document, for example:
Old User Interface:
To create a CrossLink, use these steps:
- Choose CrossLink from the Create drop-down menu.
- In Step 1, choose the document file from the linked Vault.
- Search for the particular document, click the green plus and close the pop-up window.
- In Step 2, complete all mandatory document's fields and click Save.
- Once saved, the same artwork (from the linked Vault) appears as the main document, for example:
Related Documentation:
Knowledge Article: Where to Find the Source Document Details for CrossLinked Material in PromoMats?
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