Question:

How to edit the Sharing Settings of a document in Vault PromoMats and Medical?

Answer:

The permission of Edit Sharing Settings is required. To update the Owner or Coordinator roles, the permissions of Change Owner or Change Coordinator are also required.

To update the Sharing Settings, please take the following steps:

To add a new Role:

1. Navigate to the document.
2. Select the Sharing Settings tab from the Doc Info. 
   
   
   
   
3. Click on + Add:
   
   
   
   
4. Select the relevant Role and search for the user.
   
   
   
   
5. Click Save. 

The user will appear in their new role in the Sharing Settings.

To remove a role:

1. Navigate to the document.
2. Select the Sharing Settings tab from the Doc Info. 
   
   
   
   
3. Click the X next to the Name or Group.
   
   
   
   
4. Click Continue.
   
   

Related Documentation:

Vault Help: Using Document Sharing Settings

Knowledge Base: How to Change the Owner of a Document in Vault PromoMats and Medical