This article describes the configuration options that are associated with document source and copy relationships.

Original Source Tracking

You can configure whether or not Vault keeps track of a copied document’s original source via the Original Source relationship. To modify this, navigate to Admin > Settings > General Settings and select the Enable Original Source Tracking checkbox.

Note that Original Source is version sensitive, meaning that if the Original Source relationship points to V1.0, it will always point to V1.0 even if a user uploads a new version of the source. When enabled, all existing documents will have the Original Source relationship applied where applicable.

Copy Depth

Copy Depth shows how far away a document is from the Original Source. It appears as a field on the Doc Info page, but is disabled by default. You can enable it in Admin > Configuration > Document Fields. Original Source Tracking must be enabled before this field will record a document’s copy depth.

Copy Reason Selection (PromoMats and MedComms)

In PromoMats and MedComms only, you can also enable Reason for Copy, which appears as a picklist in which users select a value as their reason for making a copy of a document or binder.