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How to Classify Multiple Documents Using the Document Inbox in Vault PromoMats and Medical?

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Question:

How to classify multiple documents using the Document Inbox in Vault PromoMats and Medical?

Answer:

To classify multiple documents in 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 documents to be classified and click Complete.

    check.png

  3. Select the Document Type and click OK. 

    classify.png

  4. The document fields can be filled in per document or on multiple documents.    

    select documents.png
  5. Fill in all the required fields for the document(s) and select Apply. 

    Apply.png

  6. Once all of the required fields have been filled in on all of the documents, the Save button appears.

    save changes.png

After saving, the documents will then 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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