Question:

How to download a PDF with Annotations from a document in PromoMats and Veeva Medical?

Answer:

The user must have a Permission Set that includes Application: Document: Download Rendition and a role on the document that includes View Content.  

 

To download a PDF with Annotations from a specific version of a document, use the following steps:

1. Navigate to the document.
2. From the All Actions menu on the top right of the document, select PDF with Annotations from the Download section.
   
   
3. If applicable, select Include resolved annotations by checking the box and click Download. 
   
   

           A PDF will download with all annotations.

To download a PDF with Annotations from a previous version of a document, use the following steps:

1. Navigate to the document.
2. Under Document Information, scroll to Version History and expand the section.
   
   
3. Select the previous version of the document needed and click on the number.
   
   
4. From the All Actions menu on the top right of the document, select PDF with Annotations from the Download section.
   
   
5. If applicable, select Include resolved annotations by checking the box and click Download. 
   
   
   
   A PDF will download with all annotations made on the content from that specific version.  

Related Documentation:

Vault Help:

• How to Download Documents with Annotations
• Using Document-Level Comments