Question:

How to expire a document in Vault PromoMats and Medical?

Answer:

To Expire a document in Vault, the State Behavior must be set as Execute or the user must have a Role Override for the workflow or the state change.

1. Locate the document in Vault.
2. Select the Workflow Actions on the right-hand side of the screen and select Expire material.
   
   
   
   Note: The action can be found either under Start Workflow or Change State. This setting depends on the configuration of a specific site.
   
   
3. Click on the Start button in the window.
   
   
   
   
4. The document appears in an Expired state.
   
   

Related Documentation:

Knowledge Base: How to Withdraw or Cancel a Document in Vault PromoMats and Medical?