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Why Suggest Links is Not Available in Vault PromoMats and Medical?

  • Updated

Question:

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

Answer:

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

suggest_links.png

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.  

Related Documentation:

Vault Help Documentation: Configuring Auto Claims Linking (PromoMats)

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