Question:
What is the Suggest Links function in PromoMats and Veeva Medical?
Answer:
PromoMats uses Match Text in Claims to automatically suggest and create a Link Annotation to the Claim using the Suggest Links action.
The Suggested Links feature needs to be enabled in the document type by an Admin user.
The user needs Annotate and Edit Relationships permission.
When enabled and when matching Claims exist, the feature is visible at the top of the document.
When it is run, a banner displays over the search bar:
The user receives a notification once the Suggested Links action is completed:
Within the filters section, it can be observed if there are any Suggested Links found:
Related Documentation:
Knowledge Base: Why Suggest Links is not available in PromoMats and Veeva Medical?
Vault Help Documentation: Using Auto Claims Linking (PromoMats)