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How to Classify an Unclassified Document in PromoMats and Medical?

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Question:

How to classify an unclassified document in PromoMats and Medical?

Answer:

When a user creates an unclassified document, the document can be classified from the Document Inbox or the document itself. 

To classify the document from the Document Inbox, please follow the instructions below:

  1. Navigate to the Library tab and select Document Inbox.

    Document Inbox.png
     
  2. Check the box next to the document to be classified and click Complete.

    complete.png
     
  3. Select the Document Type and click OK. 

    classify document.png
     
  4. Fill in the required document fields and click Save. 

    fields.png


To classify the document from the document itself, please follow the instructions below:

  1. Navigate to the document.
  2. From the Doc Info panel, click Classify.

    classifyt.png
     
  3. Select the Document Type and click OK.

    classify document.png
  4. Fill in the required document fields and click Save.

    fields.png

After saving, the document will appear in the All Library, Recent Library, and My Library views.

Related Documentation:

Vault Help Documentation: About Unclassified Documents

Knowledge Base articles: 

 

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