Question:
What are Document Relationships in PromoMats and Veeva Medical?
Answer:
Documents can be linked using different relationship types to the main document in the Relationships section of the Information Page.
Please note that Vault automatically adds certain relationships to a document. When a copy is made from a document, it is visible in the Copy under Based on.
Each Vault has several different document relationship types. The example below shows Linked Documents, Related Materials, Supporting Documents and Attachments.
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Linked Documents are automatically created relationships in Vault between two documents. For example, one document has link annotations that refer to an anchor to another document.
Please note: Linked documents can be added directly by clicking on the + icon, without creating an annotation. - Related Materials is a custom relationship. This relationship is tied to all documents using the Base Document type as the target document.
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Supporting Documents are existing documents in Vault that can be added to back up the main Document. Supporting documents can be added manually by clicking on the +. This opens a Window where a search for the document can be done and it can be added by clicking on the + icon. The document can manually be removed by clicking on the – Icon.
- Once the Attachment section is enabled on a Document Type it appears in the Document Files section
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In the Attachment section there can be up to 50 attachments uploaded.
Please note: Attachments do not appear in the Library or Custom Document tabs.
Related Documentation:
Vault Help Documentation:
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