Question:

Why Suggest Links is not available in PromoMats and Veeva Medical?

Answer:

When all criteria are met, the Suggest Links option is available on the document.



There are several possible reasons Suggest Links is not available:

• Suggest Links is not enabled in the Document Type.
• The user is missing Annotate and/or Edit Relationships permission. 
• There is no matching Claim.
• The Claim Match Text is not an exact match. This includes punctuation.  
• The Suggest Links button is disabled until Optical Character Recognition (OCR) is Complete.

Related Documentation:

Knowledge Base: What is the Suggest Links function in PromoMats and Veeva Medical?

Vault Help Documentation: Configuring Auto Claims Linking (PromoMats)