Question:
How to remove a linked document from a document in Vault PromoMats and Medical?
Answer:
Annotate and Edit Relationships permission is needed.
In order to remove the linked document, follow the steps below:
- Click View Annotations.
- Navigate to the linked document annotation and click Delete from the Action Menu.
- Click Continue.
- After deleting the annotation, navigate to the Relationships tab on the right side of the document.
- Expand the Linked Documents section and click the X next to the linked document.
- Click Continue.
The linked document will then be removed from the document.
Related Documentation:
Vault Help: Using Link Annotations & Document Links
Knowledge Base: How to Delete an Annotation in Vault PromoMats and Medical?