Question:
How to Create a New Anchor in a Reference Document?
Answer:
Annotate and Create Anchors permission is needed.
A user can create anchors in the document to be used as a Reference or from the document to be referenced.
Instructions for the latter can be found in Link a Reference document with Anchors.
To create an anchor in the Reference document:
- Open the document to be used as a Reference.
- Click the Select tool button and choose Anchor.
- Select text or an area as the anchor location that will serve as a reference.
- A grey annotation box comes up. Enter an Anchor Name, up to 140 characters. This name helps identify the anchor when linking the Reference to other documents. Click Save.
Note: To use the anchor in a reference, go to the document to be referenced and create a Link annotation.
Related Documentation:
Knowledge Base:
How to Link a Reference Document in PromoMats and Medical?
How to Create New Reference Links (Anchors) in PromoMats
How to Edit Links in a Link Annotation in Vault PromoMats and Medical?
Vault Help: Using Link Annotations & Document Links