Skip to main content
hamburger menu Created with Sketch.
Updates were made to the Support and Services ticketing processes. Click the link below the search bar for more information.

Search the Knowledge Base

Why a User Cannot Reclassify a Document in Vault PromoMats and Medical?

  • Updated

Question:

Why a user cannot reclassify a document in Vault PromoMats and Medical?

Answer:

There are a few reasons why a user may not be able to reclassify a document:

  1. The user does not have the Reclassify permission.

    reclassify.png

  2. The document is in the middle of an Active Workflow. This is a general rule and cannot be overwritten by a Vault Owner. The Active Workflow needs to be completed or cancelled in order to Reclassify the document.

    active.png

  3. The user clicks the Edit Fields button so the Reclassify blue hyperlink is not visible.

    pencil.png
    edit_mode.png

    The Reclassify link is visible in the General Section.
    location.png
  4. The document is checked out. Vault allows the user to select the new document type, but it prevents the user to save the changes due to the error below:



  5. The user is trying to reclassify the document from a previous version.
  6. The document is in the Planned lifecycle state.
  7. The document type the user is trying to reclassify is a Multichannel Presentation. For this document type, the Reclassify button is not available.
    1.png

To determine who can reclassify a document, do the following using a user with Admin privileges:

Navigate to: Configuration --> Document Lifecycles -- [select the relevant lifecycle] --> States --> [select the relevant status] --> Security Settings.

Related Documentation:

Vault Help Documentation: Reclassifying Documents

 

Powered by Zendesk