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How to Withdraw or Cancel a Document in Vault PromoMats?

  • Updated

Question:

How to Withdraw or Cancel a Document in Vault PromoMats?

Answer:

In order to start a workflow, the State Behavior of Execute in the Atomic Security for the State and having the Workflow: Start option enabled in the user's Permission Sets is required.

  • Some Vaults allow documents to be Withdrawn or Canceled by starting the required workflow from the Workflow Actions  icon.
    mceclip3.png             mceclip1.png

  • Other Vaults allow documents to be Withdrawn or Canceled by clicking on the state change from the Workflow Actions icon. 

                                             image 1.png

If a user cannot start the withdrawal or cancellation workflow, it is recommended to refer to the Knowledge Base (KB) article below. 

Related Documentation:

Knowledge Base: Why an Owner Cannot Start a Workflow in PromoMats?

 

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