Why Suggest Links is not available in Vault PromoMats and Medical?
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.
Vault Help Documentation: Configuring Auto Claims Linking (PromoMats)