Question:
How to Create Draft in a Placeholder from Cancelled state in Vault PromoMats and Vault Medical?
Answer:
Technically it is not possible to create a Draft from the Cancelled state of a placeholder since Placeholder documents do not contain a source file uploaded.
However, if a user needs to retain the same document number, there it is possible to create a Draft from a Placeholder only if the content is uploaded into it.
Edit Document permission is required in the state Cancelled of the document.
The content is added through the Upload File as below:
Once the content is added to the Placeholder, the Create Draft button is visible through the Actions Menu.
Note: It is important the user checks internally if the workaround advised is compliant according to the business requirements of the company. If yes, the agent follows the process agreed about the Change Management if the user misses Edit Document permission in the Cancelled state of the document.
Related Documentation:
Knowledge Base: How to Add Content to a Placeholder in PromoMats?