Question:

What is an Unclassified Document in Vault PromoMats?

Answer:

When uploading a new file to Vault, there is an option to Classify documents now or Classify documents later. If the option of classify documents later is chosen, then the document becomes Unclassified.

Unclassified documents are automatically assigned the Unclassified Document Type and the Inbox lifecycle. Required fields can be left blank when you create unclassified documents but must be populated when you reclassify them to a different document type.

Once a document is Unclassified, it will then be found in the Document Inbox.  The Document Inbox view shows all unclassified documents to which you have access. These documents also appear in other views, but the Document Inbox view must be open in order to select and classify multiple documents at once. Note that the Document Inbox view is only available in the standard document library tab.

Related Documentation:

Vault Help: About Unclassified Documents

Knowledge Base: How to Classify a PromoMats Document?