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How to Change the Owner of a Document in Vault PromoMats and Medical

  • Updated

Question:

How to change the owner of a document in Vault PromoMats and Medical?

Answer:

To change the Owner of a document in Vault the Edit Sharing Settings and Change Owner permissions are required.

To update the Owner of a document, please follow the steps below:

  1. Navigate to the document.  
  2. Select the Sharing Settings tab from the Doc Info.

    Sharing Settings.png

  3. Click on +Add.

    add.png

  4. Select Owner in the Role dropdown.

    Owner.png

  5. Search for the new owner's name under Users and Groups.
  6. Click Save.
Note: Adding a new document owner removes the current document owner.

Related Documentation:

Vault Help:  Using Document Sharing Settings

Knowledge Base: What is the Document Owner Role in Vault PromoMats and Medical?

 

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