How to expire a document in Vault PromoMats and Medical?
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.
- Locate the document in Vault.
- 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.
- Click on the Start button in the window.
- The document appears in an Expired state.
Knowledge Base: How to Withdraw or Cancel a Document in PromoMats?