Question:
How to edit links in a Link Annotation in Vault PromoMats and Vault Medical?
Answer:
Annotate and Edit Relationships permissions are needed.
When a reference document that is linked to a material is Expired/Cancelled/Withdrawn, the user needs to manually remove the outdated reference document and its anchors from the annotations, and add the new reference document that was created for continued use.
The following can only be performed by the author of the annotation.
- From the document, find the annotation with the link and its anchors. From the Menu, select Edit Links.
- Find the outdated reference document (you can use the Search bar entering a key word or the document number), and remove all anchors clicking the red minus icon.
- Find the new reference document and select the correct anchors clicking the green plus icon. When ready, click Close.
- The annotations should be now updated. In the Linked Documents section, find the outdated reference document and remove it with all its anchors, or remove only the anchors.
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Related Documentation:
Vault Help Documentation: Actions for Existing Annotations
Knowledge Base Article: How to Edit an Existing Annotation in Vault PromoMats and Medical?
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