How to classify multiple documents using the Document Inbox in Vault PromoMats and Medical?
Users are able to classify multiple documents in the Document Inbox using the steps below.
- Open up the Library.
- Select Document Inbox.
- Apply a Filter to view documents that are uploaded without classification.
- To classify all documents, click in the Sort by checkbox.
- Individual documents can be selected and classified. Select the documents to classify and from the Action Menu, select Classify.
This opens up a window to select the Document Type.
Once the Document Type is selected, click OK.
- Vault Help Documentation: About Unclassified Documents
Knowledge Base articles:
- What is the PromoMats Document Inbox view?
- What is an unclassified Document in PromoMats?
- How to classify an unclassified Document in PromoMats?