Question:
How to Make a Copy and Bring Forward Annotations from the parent document to the copy document in PromoMats?
Answer:
Annotate permission is needed.
To Bring Forward Annotations from the parent document to the copy document when a user Makes a Copy, the user follows the below steps:
- Click on the Version History from Document Information.
- Select the version where the Annotations are linked.
- Click on Make a Copy from the All Actions menu.
- A new pop-up window appears. The user has to select Copy Content (Large Asset not included) in the options along with the other choices.
- Update the relevant Fields.
- Once the new document is created, the relationship to the original document appears under the Document Information section:
- Click on Save.
Related Documentation:
Vault Help Documentation: N/A
Knowledge Base:
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