How to find the list of documents where a Reference is used in Vault PromoMats and Vault Medical?
In order to view all the documents using a particular Reference, the user can find the Where used feature in the Reference document menu which allows them to create a quick report from it:
Vault returns a list of Documents Using the Reference that shows columns by default with relevant information like Relationship Type.
The user can add more columns and export the list to Excel from the Actions Menu of the Documents Using page:
Knowledge Base Articles:
- How to Create a New Report in PromoMats?
- How to Check if a Document or Reference is Linked to Other Documents in PromoMats?
- How to View Documents Linked to A Particular Reference In PromoMats?
- How to Perform Bulk Actions on Documents from the Library in PromoMats?