Users with System Admin, Business Admin, and Vault Owner permissions can create CrossLinks. Other users who will create CrossLinks must be assigned the permission in their security profile and have access to at least one other Vault in your domain.

To enable CrossLinks, navigate to Admin > Settings > General Settings > CrossLinks and check the Enable CrossLink Documents box. From within this menu, you can also choose to exclude source document overlays and signature pages from CrossLink documents by checking their respective boxes.

To use CrossLinks, you must make sure the following configuration elements are set up in your Vault:

Create CrossLink Permission Set
If you want users other than those in the standard System Admin, Business Admin, and Vault Owner permission sets to create CrossLinks. you must create a custom permission set and security profile for those users. Note that users with the External User license type cannot create CrossLink documents.
Create Document Permissions
The users who will create CrossLinks must have the Create Document permission, assigned through Doc Type configuration, on at least one document type.

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 that is the latest steady state.

Source Document Fields

The standard fields listed below are added to the base document type and to the “Source Document Details” field layout section. These fields are automatically updated by the system as the source document changes.

Source Vault Name
Name of the source Vault.
Source Vault ID
ID of the source Vault .
Source Document Name
Name of the source document.
Source Document ID
ID of the source document.
Source Document Number
Document number of the source document.
Source Binding Rule
(Picklist) Version binding rule currently applied to the CrossLink document: latest version, latest steady state version, or specific document version.
Bound Source Version
Version of the source document that is currently bound to the CrossLink document. For dynamic binding, this is the version number to which the binding rule currently resolves.
Latest Source Version
Latest available version of the source document.
Source Owner
Owner of the source document in the source Vault.
Source Link
Link to the source document in the source Vault.
CrossLink
Indicates if this document is a CrossLink (yes/no).
Link Status
(Picklist) Indicates the status of the link to the source document in the source Vault: active, deleted, or obsolete.