Question:
How to enable Create Binder from the Content Plan feature in Vault?
Answer:
- Navigate to: Admin --> Settings --> General Settings.
- Click Edit.
- Check the Expected Document List (EDL) Options section. If a document type and lifecycle from the applicable picklist cannot be selected, it is caused by the Enable Create binder from EDL setting which is not enabled (on).
- Contact Vault Support team by opening a Support ticket to enable this feature as well.
The online help lists instructions to enable the Create Binder feature.
Related Documentation:
Vault Help Documentation: Create Binder from Content Plan
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