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How to Withdraw or Cancel a Document in Vault PromoMats and Medical?

  • Updated

Question:

How to Withdraw or Cancel a Document in Vault PromoMats and Medical?

Answer:

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 are required.

  • Some Vaults allow documents to be Withdrawn or Canceled by starting the required workflow from the Workflow Actions icon.

    Workflow.png

  • Other Vaults allow documents to be Withdrawn or Canceled by clicking the Change State from the Workflow Actions icon

    State.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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