Question:
A cart is used to create an ad hoc group of documents from multiple filter sets and Library views.
Users can add documents to Cart for future actions or initiate bulk document actions. How can documents be added to the PromoMats cart?
Answer:
Using the New User Interface? (Expand to see the V21R2 features)
New User Interface (Release 21R2):
- From the Library, locate the corresponding documents or use the filters to gather the needed documents.
- Hover over the documents, click the Action Menu and select Add to Cart.
Old User Interface:
- From the Library, locate the corresponding documents or use the filters to gather the needed documents.
- Hover over the documents, click the Action Menu and select Add to Cart.
Related Documentation:
Vault Help Documentation: Using Cart
Knowledge Base Articles:
- How to Use the Filter in the Library in PromoMats and MedComms?
- How to Select Documents from Cart for Bulk Actions in PromoMats?
- How to Perform Bulk Actions on Documents in PromoMats?
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