Video
Episode 2: Managing Your Claims Library in Vault
In this second episode of the Vault PromoMats Auto Claims Linking Podcast Series, we discuss best practices for getting your claims library ready in Vault Promomats:
Want to learn more? Watch the full demo or check out the Vault Auto Claims Linking FAQ.
- Tips for migrating your claims to Vault PromoMats
- Managing document metadata
- Understanding roles and responsibilities to optimize Vault Auto Claims Linking