Users with System Administrator, Business Administrator, and Vault Owner permissions can create CrossLinks. Other users who will create CrossLinks must be assigned the appropriate permissions and have access to at least one other Vault in your domain.
Enabling CrossLinks
To enable CrossLinks, navigate to Admin > Settings > General Settings > CrossLinks and check the Enable CrossLink Documents checkbox. Under the Enable CrossLink Documents setting, you can also check the Exclude source document overlays and Exclude source document signature pages checkboxes to exclude overlays and signature pages from CrossLink documents.
When you enable CrossLinks in your Vault, the standard source document fields and CrossLink document fields are added to the base document type, the Source Document Details section is added to the Information panel on the Doc Info pane, and the Related CrossLinks section is added to the Relationships panel on the Doc Info pane.
Configuring Lifecycle Entry Actions
While it is not required to use CrossLinks, you can configure a lifecycle entry action to Set CrossLink binding to explicit version. This entry action sets the CrossLink version binding to explicitly bound upon entry to the state. If the CrossLink binding was set to the Latest Steady State version, it will set the binding to the actual version number of the latest steady state.
Related Permissions
The permissions below are required to work with CrossLinks. The permissions below are also required for the Authorized Connection User system user to create cross-domain CrossLinks.
| Type | Permission Label | Controls |
|---|---|---|
| Security Profile | Application: CrossLink: Create CrossLink | Ability to create new CrossLinks. |
| Document Type (on the CrossLink Vault) | Create Document Permission | Ability to create CrossLink documents for this document type. |
| Document Role (on the CrossLink document) | Edit Document, Edit Field | Ability to create CrossLink documents. Ability to use the Resync with Source action from the CrossLink document. Ability to use the Create Draft action on the CrossLink document. Ability to update source binding rules on the CrossLink document. |
| Document Role (on the source document) | View Content | Ability to use the document to create a CrossLink document when the document type’s CrossLink Source Type is set to Source document’s rendition. |
| Document Role (on the source document) | Download Source | Ability to use the document to create a CrossLink document when the CrossLink Source Type is set to Source document’s source file and rendition. |
Note: Users with the External User license type cannot create CrossLink documents.