Question:
How to reclassify a document in PromoMats?
Answer:
Reclassify permission is needed.
Reclassify allows a user to change Type, Subtype and Classification of the document.
- Select the document's Information icon and click on the blue Reclassify link:
- Choose a new Document Type.
- Click the Advanced link.
- All three settings can be changed.
- Confirm the changes by clicking OK.
Related Documentation:
Vault Help Documentation: How to Reclassify
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