WEBVTT

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Welcome to Vault Help

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In this video, we’ll
focus on creating CrossLink documents

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between two Vaults
within the same Domain, in order

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to maintain a “single source of truth”
within an organization.

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CrossLinks enable content from one Vault

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to be used in another Vault
within the same domain.

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This eliminates the use of uncontrolled
copies of documents

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when content from one Vault is needed
in another.

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Users with System Admin,

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Business Admin, and Vault Owner
permissions can create CrossLinks.

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With the right access,
you can manage permission sets from

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Admin > Users & Groups > Permission Sets.

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Other users who want to create
CrossLinks must be assigned the permission

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in their security profile
and also have access

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to at least one other Vault
in your domain.

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To enable CrossLinks, navigate to Admin

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> Settings > General Settings > Edit.

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Under the CrossLinks section, check

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the Enable CrossLink Documents box.

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From within this menu, you can also choose

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to exclude source document overlays
and signature pages

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from CrossLink documents
by checking their respective boxes.

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We’ll leave those alone for this demo.

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There are

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a couple
of ways to create a CrossLink.

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The CrossLink option is available
from the Create menu in the menu bar,

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the Add menu when editing binders,

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and the Doc Info page relationships panel

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for an existing content placeholder.

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In this video, we’ll use the Create menu
to make our CrossLink document.

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From the Home tab, use the drop-down menu
next to Create and select Document.

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From the Create document menu - select

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Crosslink and click Continue.

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Select Choose.

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In the Choose Source Documents dialog,

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first, select the Vault
you want to CrossLink to.

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In this demo we only have one other Vault,
so it automatically

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chooses our other Vault
which is the VeePharm Commercial Vault.

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If you have access to more than two
Vaults, a drop-down will be available

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to choose the Vault
you want to CrossLink to.

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Use Filters
to more easily find your documents.

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In this demo, we’re looking for Documents
that are in the Steady State

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that are not already CrossLinked.

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Click Add to add filters
to better find the document

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you want to use for your CrossLink.

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We will use the condition of equals

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no and click Add again.

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Next we want to click Add and choose

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Steady State only for our filter.

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Click Add.

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After choosing your filters,
you will see a list of documents

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that fit what you're looking for
based on your filter.

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Next, click the plus (+) sign

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to select one or more source documents
for CrossLink creation.

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In this video we’ll select
the Standard Operating Procedure

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template
for our CrossLinked creation example.

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For a demo purposes, we're only going
to focus on creating one CrossLink

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for now, but you can do
multiple simultaneously if necessary.

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After selecting your chosen documents,
click Close.

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Now choose the document type
for your document.

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You can scroll for the type

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you're looking for, or type it in
and select from the drop-down menu.

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We'll select General Documents
for this demo.

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Click Next.

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Fill document fields.

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Fields highlighted in yellow are required.

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To streamline
the process of creating CrossLinks,

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some document fields
default to those of the source document.

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Vault is asking us to choose a product.

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So we're going to choose Cholecap.

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Let's briefly discuss Source

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Binding Rules
before we move on to save our CrossLink.

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There are three (3) primary Source
Binding Rules available for your CrossLink

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with specific document
versioning or static binding.

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What will not modify your CrossLink

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if users create newer versions
of the source document.

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With the latest version binding rule,
the CrossLink is automatically

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updated with the latest version
of the source document.

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This is known as dynamic
binding and includes

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all workflow state changes.

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With the latest steady state

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version binding rule,
the CrossLink is automatically updated

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only when the source document
reaches a steady state version.

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This is the default for CrossLinks,
and is the source binding rule we

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will choose for this demo.

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Click Save to add
the CrossLink to your Library.

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There may be a short delay before
you see the thumbnail and rendition.

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Our document is now updated to 0.1
and in the state of Draft.

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Please note all changes must be made
in the source Vault.

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Vault doesn't make the assumption
that because the document is approved

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in the source Vault
that is approved in the CrossLink.

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Thank you for joining me today
to learn about CrossLinks.

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Remember,
you can always find more information

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and support
by clicking help in the application.