How to access Portal Library in Vault?
The Portal Library displays all content a user has permission to view within the current Portal. The Portal Library page is a Portal-specific library view that users can only access from within a Portal.
Portal Library can be accessed using the following ways by opening a Portal first.
- Content filters: When users click into a filter, Vault navigates users to a filtered view of the Portal Library.
- Make a Copy: When users perform the Make a Copy action, fill in any fields as needed, and click Save. Vault navigates users to the Portal Library.
- Advanced Search: Click the Advanced Search icon and click the Search button. That takes users to the Portal library and from where users can search for documents, create filters, and also switch to other Portals.
Vault Help Documentation: Working in Portal (PromoMats, MedComms)
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