Question:

How to reclassify a document in Vault?

Answer:

Reclassify allows a user to change the Document Type, Subtype, and Classification of the document.

To reclassify a document, the following must occur:

• The user role should contain the Reclassify permission on the current document state.
• The document cannot be in an active workflow.
• The user has Create Document Permission on the document type.
  
  

1. Select the document's Information icon and click on the blue Reclassify link:
   
   
   
   
2. Choose a new Document Type.
   
   
   
   
3. Click the Advanced link.
4. All three settings can be changed.
   
   
   
   
5. Confirm the changes by clicking OK. 
   

Related Documentation:

Vault Help: How to Reclassify