How to Add Supporting or Related Documents in Vault PromoMats?
The Edit Relationships permission is needed to perform this action.
To add a Supporting or Related Document please use the following steps:
- Locate the document you wish to add the Supporting/Related document to
- Click on the Relationships section from the Document Info Panel
- Click on the plus button in the section
- On the next screen, either scroll through the list of documents or use the Search field to find the correct document
- Once the document has been found, check the box next to the title and then click Close
- The document will now be added to the Supporting/Related Documents field
If you would like to remove a Supporting/Related Document, click the X next to the document
Vault Help: Working with Document Relationships