Introduction:
The following article provides a grouping of related articles pertaining to a topic. The topic sections are collapsible/expandable by clicking the arrow to the left of the topic name.
Managing Document Versions (Expand to see related articles)
The following articles are related to the Document Versioning topic.
- How to Create a Draft Document in PromoMats?
- How to Upload a New Document Version in PromoMats?
- What is the Difference Between Upload New Version and Create Draft in PromoMats?
- Can a Placeholder be Up-Versioned in PromoMats?
- How to Create a Placeholder in PromoMats?
- How to Add Content to a Placeholder in PromoMats?
- Can a Placeholder be Up-Versioned in PromoMats?
- Can Users Make a Copy of a Placeholder in PromoMats?
- How to Send a Placeholder using Send As Link in PromoMats?
- Can End-Users Start a Workflow for a Placeholder in PromoMats?
- Can Export All Files be Used From a Placeholder in PromoMats?
- Can a Document be Reverted back to a Placeholder in PromoMats?
- Why Users Cannot Create Draft in a Placeholder in Vault PromoMats and Vault Medical?
- How to Create Draft in a Placeholder from Cancelled State in Vault PromoMats and Vault Medical?
- Can Notes be Added When Using the Placeholder Function In PromoMats?
- What is the Difference Between a Placeholder and an Unclassified Document in PromoMats?
- Where do Upload Notes Appear in a PromoMats Document?
- How to Upload a New Version of a Document when the Upload New Version Option is Not Enabled on a Site in PromoMats?
- What Permission is Needed to Use Upload New Version of a Vault Document?
- What Options Can Users Choose from the All Actions Icon to Version Documents in PromoMats?
- How to Access Previous Document Versions in PromoMats?
- How to Delete a Specific Document Version in PromoMats?
- When Does the Version Number of a Document Change in Vault PromoMats and Vault Medical?
- Can a Document Be Copied From a Previous Version in PromoMats?
- How Does Make a Copy Work in PromoMats?
- What Permission is Needed to Make a Copy of a Document in PromoMats?
- How to Save a Copied Document in Vault PromoMats and Vault Medical?
- How to Make a Copy and Bring Forward Annotations in PromoMats?
- What is the Difference Between Make a Copy and Create Draft in Vault PromoMats and Vault Medical?
- What Version Document Populates the Field Based On in Vault PromoMats and Vault Medical?
- How to Check Out or Check In a Document in PromoMats?
- How to Undo the Check Out in PromoMats?
- What Actions Cannot be Taken on Checked Out Documents in PromoMats?
- How to Check Who Checked Out a Document in PromoMats?
- How to Check Out a Document via Vault File Manager?
Working with Documents (Expand to see related articles)
The following information is related to Support Portal login queries.
- How to Create a Document in PromoMats?
- What are the Supported File Formats in PromoMats?
- What are the Supported Video Files and Video Comments in PromoMats?
- What is the Maximum File Size for Uploading Documents in PromoMats?
- How to Create a New Document From a Template in PromoMats?
- How to Classify a Document in PromoMats?
- How to Create Multiple Documents in PromoMats?
- How to Upload Several Files For One Document in Vault PromoMats and Vault Medical?
- How to Create a CrossLink in PromoMats?
- Who Can View CrossLinks in PromoMats?
- How are CrossLinks Used in PromoMats?
- Can Cross-Domain Users Create CrossLinks in PromoMats?
- What are the Restricted Actions for CrossLinks in PromoMats?
- Where to Find the Source Document Details for CrossLinked Material in PromoMats?
- Can CrossLinks be Created Between Unapproved Documents in PromoMats?
- What Permission is Required to Create CrossLinks Between Two Documents in PromoMats?
- Why Can a User View a Crosslink but Not a Source Document in PromoMats?
- Do CrossLink Documents Follow Source Document Lifecycles and Workflows in PromoMats？
- What is an Unclassified Document in PromoMats?
- How to Reclassify a Document in PromoMats?
- Why a User Cannot Reclassify a PromoMats Document?
- Is it Possible to Reclassify a Job if it is in an Active Workflow in PromoMats?
- Does Document Reclassification Affect User Access in PromoMats?
- How Do Document Attachments Work after Document Reclassification in PromoMats?
- Does Document Reclassification Affect the Document Attachments in PromoMats?
- How to Change the Lifecycle Within the Same Document Type in Vault PromoMats and Vault Medical?
- Does a Document Number Change When a Document Country is Changed in PromoMats?
- How to Edit Fields in PromoMats?
- How to Collapse the Document Information Pane in PromoMats?
- What is the PromoMats Document Inbox View?
- Why is the Document Inbox View Missing in PromoMats?
- What are the Available Bulk Actions from Document Inbox View in PromoMats?
- How to Classify Multiple Documents Using the Document Inbox in PromoMats?
- How to Share Inbox Documents?
- How to Edit Sharing Settings in PromoMats?
- How to Check Sharing Settings Permissions in PromoMats?
- What are the Sharing Settings Permissions Within a Document in PromoMats?
- How to Bulk Remove Users from the Sharing Settings of Documents in PromoMats?
- What is the Document Owner Role in PromoMats?
- How to Change the Document Owner in PromoMats?
- How to Change the Owner of Multiple Documents in PromoMats?
- How to Identify the Owner of a Document in PromoMats?
- How to Change a Coordinator in a PromoMats Document?
- How to Bulk Update a Coordinator Role in PromoMats?
- How to Search for Attachments in PromoMats?
- How to Add Attachments in Vault PromoMats and Vault Medical?
- How to Version Attachments in PromoMats?
- What is the Maximum File Size for Attachments in PromoMats?
- What is Duplicates Skipped When a User Add Attachments in Vault PromoMats and Vault Medical?
- What is the Document Attachment Limit in PromoMats?
- How to Download an Attachment in PromoMats?
- How to Delete Document Attachments in PromoMats?
- How to Delete a Document in PromoMats?
Workflows and Tasks (Expand to see related articles)
The following information contains a list of articles about workflows and tasks.
- How to Check the Document Status in PromoMats and MedComms?
- What is a Document Lifecycle in PromoMats?
- How to Start a Legacy Workflow in PromoMats?
- How to Start a Review Workflow in PromoMats?
- How to Start a Multi-Document Workflow from the Library in PromoMats?
- How to Start a Multi-Document Workflow from the Cart in PromoMats?
- How to Start a Multi-Document Workflow from a Binder in PromoMats?
- How to Start a Multi-Document Workflow from Report Section in PromoMats?
- What is the Active Workflows Tab in PromoMats?
- How to Identify the Initiator of a Workflow in PromoMats?
- Why a User Cannot Start a Workflow in Vault PromoMats and Vault Medical?
- Can End-Users Start a Workflow for a Placeholder in PromoMats?
- Why an Owner Cannot Start a Workflow in PromoMats?
- How to Check Who Can Cancel a Workflow in PromoMats?
- How to Cancel an Active Workflow in PromoMats?
- Who Can Cancel a Workflow in PromoMats?
- Why a User Cannot Progress a Document in PromoMats?
- Who is the Task Owner in PromoMats?
- How to Complete a Task in Vault PromoMats and Vault Medical?
- How to View Task Due Date in My Tasks in PromoMats?
- How to Complete a Task for Multiple Documents in Vault PromoMats and Vault Medical?
- How to Complete a Workflow Task on an Earlier Document Version in PromoMats and MedComms?
- How Does Delegate Access Work Completing Tasks in Vault PromoMats and Vault Medical?
- How to View the Outcome of a Task in Vault PromoMats and Vault Medical?
- What are the Workflows Task Options in Vault PromoMats and Vault Medical?
- How to View a Comment Made in a Task Outcome in Vault PromoMats and Vault Medical?
- How to Check Who a Task is Available to in Vault PromoMats and Vault Medical?
- What is Reassign Task in a PromoMats Workflow?
- Why Does Replace Participant Show No Items Found in PromoMats?
- What is Replace Participant Within an Active Document Workflow for PromoMats?
- What is the Email Participants Action in PromoMats?
- What is Any User vs Every User When Starting a Workflow in PromoMats?
- What is the Difference Between an ANY or EVERY User in a PromoMats Workflow?
- What Are the Task Indicators in PromoMats?
- What are the Task Status Indicators in PromoMats?
- How to Accept a Task in PromoMats?
- Why Read-only End-Users Do Not Receive Tasks in PromoMats?
- What are the Workflows Task Options in Vault PromoMats and Vault Medical?
- How to Provide e-Signatures in PromoMats?
- How to Cancel a Workflow Task in PromoMats?
- What is the Difference Between the Workflow Action Menu and Task Action Menu in PromoMats?
- How to Update a Review Due Date in PromoMats?
- How to View Task Due Date in My Tasks in PromoMats?
- What is the Update Workflow Dates Action in a Legacy Workflow in PromoMats?
- How to Withdraw or Cancel a Document in PromoMats?
- How to Expire a Document in PromoMats?
- How to Check the Expiration Date on a PromoMats Document?
- How to Check Who Selects the Expiration Date for a Document in PromoMats?
- Do Unclassified Documents Expire in PromoMats?
- How to Delete a Document in PromoMats?
- How to Re-Approve a Document in PromoMats?
Working with Renditions and Download Options (Expand to see related articles)
The following information is to the Renditions and Download Options(source document, signature pages etc.)
- What is a Viewable Rendition in PromoMats?
- How to Download a Viewable Rendition in PromoMats?
- How to Download the Viewable Rendition by Non-Vault Users in PromoMats?
- How to Download a Rendition in PromoMats and MedComms?
- How to Upload a Different Viewable Rendition to a Document in PromoMats?
- What Are the Source Files of Clickable Links in Viewable Renditions in PromoMats?
- How To Delete Renditions In PromoMats?
- How to Display Hidden PowerPoint Slides in a Viewable Rendition in PromoMats?
- Why a Viewable Rendition is Not Generated for Password-Protected Files in PromoMats?
- How to Display Speaker Notes in Viewable Renditions for PowerPoint Documents In PromoMats?
- Can End-Users Upload Renditions to Placeholders in PromoMats?
- How to Upload a Composite Source Rendition in PromoMats?
- How to Display Annotations on Top of a Document Rendition in PromoMats?
- Can a User Upload Multiple Large Size Assets Within a PromoMats Document?
- How to Edit PPT Rendition Settings for Speaker Notes to Appear by Default within PromoMats?
- How to Re-Render a Document in PromoMats?
- Can Users Re-Render Previous Document Versions in PromoMats?
- The Viewable Rendition Displays An Unreadable PDF in Vault PromoMats and Vault Medical
- What Happens to Annotations After Re-rendering A Document in PromoMats?
- How to Flatten a Document in PromoMats?
- How to Flatten a PDF File for Vault?
- What is the Maximum Zip File Size Uploaded to Vault?
- How to Upload a ZIP File to Vault PromoMats and Vault Medical?
- How to Upload Large Assets in PromoMats?
- How to Download a Large Size Asset in PromoMats?
- Can an Audio File be Uploaded to PromoMats?
- How to Upload a Protected Video File to PromoMats?
- How to Upload Production Proof to Document in PromoMats?
- How to Upload a Production Kit to a Document in PromoMats?
- How to Upload a Composite Source Rendition in PromoMats?
- How to Upload a Distribution Package to a Document in PromoMats?
- How to Upload Imported Rendition to a Document in PromoMats?
- How to Upload a Document with Clickable Links in PromoMats?
- Can a User Upload Raw Camera Files in PromoMats?
- What Audio File Formats Can be Uploaded to PromoMats?
- What Video File Formats Can Be Uploaded to PromoMats?
- Why Does a Video Not Upload to Vault PromoMats and Vault Medical?
- Can a User Upload Artwork with Transparent Images to PromoMats?
- How to Render PPTX Files with an Embedded EMF Image in PromoMats?
- Can Source Files be Uploaded to PromoMats with Embedded Files?
- How to Fix a Missing Fonts Error for Adobe InDesign Packages in Vault PromoMats and Vault Medical?
- How to Fix a Modified Links Error for Adobe InDesign Packages in Vault PromoMats and Vault Medical?
- Why Hyperlinks Do Not Work in Vault PromoMats and Vault Medical?
- How to Use the Measuring Tool in PromoMats?
- How to Bulk Download Files in PromoMats?
- How to Download a Source Document in PromoMats?
- How to Download Charts as Images in PromoMats?
- How to Export all Files from an Individual Document in PromoMats?
- ZIP File From Export All Files Option Fails in Vault PromoMats and Vault Medical
- How to Download Multiple Documents Locally From PromoMats?
- How To Add Documents to the PromoMats Cart?
- Why is the Download Button Not Appearing in the PromoMats Cart?
- When Can Users Download Source Documents in the Cart within PromoMats?
- How to Download the PDF with the Signature Page in Vault PromoMats and Vault Medical?
- How to Download the Certificate of an Approved Document in PromoMats?
- How to Download the PDF with the Signature Page in Vault PromoMats and Vault Medical?
- How to View an eSignature on a Document in PromoMats?
- Can a GIF File Animate in PromoMats?
Working with Annotations(Expand to see related articles)
The following information is related to Link Document, Annotations, and topics related to this topic.
- How to Create New Reference Links (Anchors) in PromoMats?
- How to Create a New Anchor in PromoMats?
- How to Add an Existing Anchor to a Document in Vault PromoMats and Vault Medical?
- How to Link an Entire Reference Document in PromoMats?
- How to Reference or Anchor an Audio File in Vault PromoMats and Vault Medical?
- How to Merge Anchors in PromoMats?
- How to Check if a Document Has Reference Links in PromoMats?
- How to Remove Reference Links From a Document in PromoMats?
- How to Bring Forward Annotations from a Previous Version in PromoMats?
- How to Bring Forward Annotations on a Video in Vault PromoMats and Vault Medical?
- Why Bring Forward Annotations is Not Visible in PromoMats?
- What is the Advanced Bring Forward Annotations Functionality in PromoMats?
- How to Make a Copy and Bring Forward Annotations in PromoMats?
- Why Bring Forward Annotations is Not Visible for Video Annotations in Vault PromoMats and Vault Medical?
- Why a User Can Not Bring Forward Annotations From Previous Version in PromoMats?
- How Many Times Can Users Bring Forward Annotations within a Document in PromoMats?
- Error: Must Equal Count of Added/Removed Pages - When Bringing Forward Annotations in PromoMats
- How to Check What Version of a Document are Annotations Brought Forward from PromoMats?
- How to Bring Forward Anchors in PromoMats?
- How Vault Places Brought-Forward Text and Link Annotations in PromoMats?
- Why References Are Not Linked to Content After Uploading a New Version in PromoMats?
- Why a Sticky Note is Not Linked to the Content of a New Version in PromoMats?
- Why a User is Unable to Resolve Annotations that are Brought Forward in Vault?
- What Types of Annotations Are Included When Exporting Annotations in PromoMats?
- What is the PDF with Annotations Option in PromoMats?
- How to Download a PDF with Annotations from a Previous Version of a Document in PromoMats?
- What is the Page Level Annotation Option in PromoMats?
- What is the Export Annotations Option Within a Document in PromoMats?
- What Types of Annotations Are Included When Exporting Annotations in PromoMats?
- How to View Note Annotations in PromoMats?
- What is the Offline Annotation in PromoMats?
- How to Undo Import Annotations in PromoMats?
- How to Sort Annotations By Date in PromoMats?
- How to View Resolved Annotations in PromoMats?
- Why Exported Annotations are Small in PromoMats?
- Why Exported Annotations are Small in PromoMats?
- How to Delete an Annotation in PromoMats?
- How to Add a Line Annotation in PromoMats?
- How to Move Annotations in a PromoMats Document?
- Does the Download PDF with Annotations Feature Reflect Delegated Actions of Annotations in PromoMats?
- How are Tags Used to Filter Annotations in PromoMats?
- How to Edit an Existing Annotation in PromoMats?
- How to Reopen Resolved Annotation in PromoMats?
- How to View Resolved Annotations in PromoMats?
- How to Resolve an Annotation in PromoMats?
- How to View Unresolved Annotations in PromoMats?
- Can Annotations be Filtered Prior to Exporting in PromoMats?
- How to Notify a User From an Annotation in PromoMats?
- What is a Document-Level Comment in PromoMats?
- What Permission is Needed to Add Document Level Comments in PromoMats?
- How to View Document-Level Comments in PromoMats?
- Why Document-Level Comments Cannot be Deleted in PromoMats?
- How to See Comments Within a Document in PromoMats?
- How to Download Comments of a Document in PromoMats?
- Can Document-Level Comments be Downloaded as a PDF with Annotations in PromoMats?
- How to Import Links From Another Document in PromoMats?
- How to Import Document Links From One Document to Another in PromoMats?
- Why are Imported Document Links Not Linked to Content in PromoMats?
- How to Apply a Sticky Note Annotation in PromoMats?
- How to Undo Import Annotations in PromoMats?
- How to Determine the Number of Anchors Created in a PromoMats Document?
- How to Annotate a Video in PromoMats?
- How to Annotate Audio Files in PromoMats?
- How to Add a Claim in PromoMats?
- How to Edit a Claim in PromoMats and MedComms?
- How to Change the Owner of a Claim in PromoMats?
- How to Edit Sharing Settings of a Claim in PromoMats?
- How to Use Wildcards for Claims Linking in PromoMats?
- How to Link to Permalinks in Vault PromoMats and Vault Medical?
Working with Binders (Expand to see related articles)
The following information is related to Binders.
- What are Binders in PromoMats?
- How to Create Binders in PromoMats?
- How to Create Documents in PromoMats Binders?
- How to Add a Placeholder to a Binder in PromoMats?
- How to Add Sections to PromoMats Binders?
- What is Version Binding for Binders in PromoMats?
- How to Edit a PromoMats Binder?
- How to View a Binder in PromoMats?
- How to Export a Binder in PromoMats?
- How to Version Documents in PromoMats Binders?
- How to Reorder Components in PromoMats Binders?
- How to Add a Thumbnail Image in Binders in PromoMats?
- Can a PromoMats Document Exist in Multiple Binders?
- How to Use Search Modifier to Search for Binders in PromoMats?
- How to Remove Documents or Sections in Binders in PromoMats?
- Why Drag and Drop is Not Available in PromoMats Binders?
- Can a Document in a Binder be Deleted in PromoMats?
- How to Undo Document Removal from Binders within PromoMats?
- How Many Artifacts Can be Exported in a PromoMats Binder?
- How to Select Documents from Binders for PromoMats Bulk Actions?
- How to Show All Bound or Unbound Documents Within Binders in PromoMats?
- What are the Binder Viewing Options within PromoMats?
Working with Reports (Expand to see related articles)
The following information is related to Reports.
- What are Report Types in PromoMats?
- How to Create a New Report in PromoMats?
- How to Edit a Report Column Label in PromoMats?
- How to Create an Activity Report in Vault PromoMats and Vault Medical?
- How to Create a Report to Track the Task Instructions in Vault PromoMats and Vault Medical?
- How to Use Formula Fields in Reporting in PromoMats?
- How to Find the List of Documents Using a Reference in Vault PromoMats and Vault Medical?
- How to Export a List of all Linked Documents within a Document in Vault PromoMats and Vault Medical?
- How to Create a Report with PI Filter Enabled in PromoMats?
- How to Create a Report on Binders in PromoMats?
- Who Can View PromoMats Reports?
- How to Search for Reports in PromoMats?
- What is a Flash Report in PromoMats?
- How to Modify a Flash Report in PromoMats?
- How to Run an Existing Report in PromoMats?
- How to Use Multi-Pass Reporting in PromoMats?
- What is the Workflow History Report in PromoMats?
- How to Add Filters To a Report In PromoMats?
- How to Use Formula Fields in Reporting in PromoMats?
- What are the Limitations When Exporting Reports in PromoMats?
- How to Edit an Existing Report in Vault PromoMats and Vault Medical?
- What do Conditional Fields Mean When Creating Report in PromoMats?
- What are Run-Time Filter Prompts When Creating Reports in PromoMats?
- How to Edit the Sharing Settings of a Report in PromoMats?
- What are Record Count Columns When Creating Tabular Report in PromoMats?
- Values Limit in the Filter of a Report in Vault PromoMats and Vault Medical
- What Role is Given to a User When Sharing A Report In PromoMats?
- How to Edit the Sharing Settings of a Report in PromoMats?
- What Is The Difference Between The Editor and Viewer Role When Sharing A Report In PromoMats?
- How Does Advanced Logic Work in PromoMats Reports?
- How to Make a Copy of a PromoMats Report?
- Who is the Task Owner in a PromoMats Report?
- How do Relationship Constraint Filters Work in PromoMats Reports?
- Why Advanced Logic Syntax is Not Working in a PromoMats Report?
- Why Users Receive Empty Cache Error When Accessing Flash Reports in Vault PromoMats and Vault Medical?
- Why Users Receive the Error Message Time Limit Will be Exceeded When Running a Report in PromoMats?
- How Does Run in Background Work in Vault PromoMats and Vault Medical?
Related Documentation:
Vault Help Documentation: Vault Help for PromoMats