Question:
How To Add Documents to the Cart in Vault PromoMats and Vault Medical?
Answer:
Users can add documents to Cart to hold them for future actions such as download source files or viewable renditions, initiate bulk document actions, and start a workflow.
A group of documents can be added to the Cart from the Library, a filtered View, or a particular document from its All Actions Menu.
In order to add a group of documents from the Library or a Filtered View follow the below steps:
- From the Library, use the Filters or the Favorites View to find the needed documents:
- Click the Actions Menu in the top right corner and select the option under Perform Bulk Action:
- From the Refine Selection page, review the list of selected documents and deselect any that you do not want to include.
- Once completed, click Next in the top right corner.
- From the Choose Action page, select Add to Cart and select Next.
- From the Confirmation page, select Finish
Note: If there are documents in the Cart, adding new documents does not remove the previous ones.
Related Documentation:
Vault Help:
Knowledge Base:
- How To Add A Particular Document to the Cart in Vault PromoMats and Vault Medical?
- How to Use the Filter in the Library in Vault PromoMats and Vault Medical?
- How to Perform Bulk Actions on Documents in PromoMats?