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How to Export a List of All Linked Documents Within a Document in Vault PromoMats and Vault Medical?

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Question:

How to export a list of all Linked Documents within a document in Vault PromoMats and Vault Medical?

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: Reporting Overview

Knowledge Base:

 

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