Question:
How to download a PDF with Annotations from a document in Vault PromoMats and 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:
- Navigate to the document.
- From the All Actions menu on the top right of the document, select PDF with Annotations from the Download section.
- 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:
- Navigate to the document.
- Under Document Information, scroll to Version History and expand the section.
- Select the previous version of the document needed and click on the number.
- From the All Actions menu on the top right of the document, select PDF with Annotations from the Download section.
- 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.
Note: Download PDF with Annotations only downloads annotations, not document-level comments.
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