Skip to main content
hamburger menu Created with Sketch.
The temporary contact numbers for GSC China are: CDMS Queue: 021-33295018 and Commercial Queue: 021-33295017

Search the Knowledge Base

How to Export a List of all Linked Documents within a Document in PromoMats or MedComms?

  • Updated

Question:

How to export a list of all Linked Documents within a document in PromoMats or MedComms?

Answer:

A report needs to be created:

  1. Go to the Report tab and click on Create button:
     
    mceclip8.png

  2. Select Other Source Document with Target Document  type:
     


  3. Add Filters:
     
    • Relationship --> Type equals Linked Documents
    • Source Document has at least one Target Document
    • Source Document --> Document Number equals eg. "XX-1234"
  4. Click on Edit columns, add the ones listed below and click OK.

    image__10_.png

  5. Run the report, then Export results to Excel:

    mceclip7.png
    mceclip3.png
    *Please note that the report will include duplicate entries for all the document links, but the duplicates can be removed in Excel by "Removing the Duplicates" feature.

  6. Open the Excel file and click on Data:

    mceclip10.png
  7.  Select the Document Number column and click on Remove Duplicates:

    mceclip9.png

  8. Choose Continue with the current selection and click on Remove Duplicates:

    mceclip12.png

Excel displays a message that the duplicates will be removed and there will be left X unique values:

mceclip13.png

Related Documentation:

Vault Help Documentation: N/A   

Knowledge Base:

Send us your feedback: We're always looking for feedback to help improve our Knowledge Base! Please let us know if this article was helpful or provide feedback on how we can improve your experience here.

Powered by Zendesk