Question:

What permissions are required to create CrossLinks between two documents in Vault PromoMats and Medical?

Answer:

The user requires active access to both Vaults in order to create the CrossLink between two documents, for example:

• The user creates a CrossLink in Vault A and chooses the document from Vault B. 

The user also requires a View Document and View Content on the document level in Vault B in order to create the CrossLink in Vault A, and Edit Document permission in the document within the Vault B.

Users also require Create CrossLink permission in their security profile and access to at least one other Vault in their domain. CrossLink Documents can not be created by a user with an External User license.

Related Documentation:

Vault Help Documentation: How to Create CrossLinks