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How to Add or Remove Relationships in Vault PromoMats and Medical?

  • Updated

Question:

How to add or remove Relationships in Vault PromoMats and Medical?

Answer:

The Edit Relationships permission is needed.

 

To add a Relationship, please use the following steps: 

  1. Navigate to the document where you want to attach the relationship. 
  2. Click on the Relationships section from the Doc Info Panel.

    relationships.png

  3. Click the plus (+) icon. 

    add supporting documents.png

  4.  Find the document by using the Search field at the top or scrolling through the list of documents. 

    search.png

  5. After the document has been located, select the checkbox next to the title. 

    checkbox.png
  6. Click Close after all the documents have been added.

    Close.png

  7. The document(s) will now be added to the related section.

    supporting documents.png

To remove a Relationship, please use the following steps: 

 

  1. Navigate to the document.
  2. Click on the Relationships section from the Doc Info Panel.
  3. Hover over the document and click the X button.

    remove.png

  4. Click Continue on the dialog.

    continue.png

  5.  The document will be removed from the section.

    removed.png

Related Documentation:

Vault Help: Working with Document Relationships 

Knowledge Base:

 

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