How to create a CrossLink in PromoMats?
To create a CrossLink, follow these steps:
- Click the Create drop-down menu, and select CrossLink. Then, click Continue.
- 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:
Vault Help Documentation: CrossLink FAQ & Use Cases