Question:

How to use the filter in the Library in Vault PromoMats and Vault Medical?

Answer:

The user can use the Filters in the Library to group documents, perform a bulk action or create Custom views.

Follow the steps below:

1. From the Library tab, select All Library under the Views section on the left-hand side of the page.
   
   
   
   
2. Scroll down to Filters on the same panel.
   
   
3. If the Filter needed is not visible in the list, add more Filters using the pencil icon. 
   
   
   
   
4. Expand the filter to select the information needed and click Apply. 
   
   
   
   
5. Users can organize the results by using the Sort by dropdown.
   
   

Related Documentation:

Knowledge Base Documentation:

• Bulk State Change Not Available in Vault
• How to Bulk Update a Coordinator Role in PromoMats?
• How to Change the Owner of Multiple Documents in PromoMats?