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    Release Notes

    Document User Actions

    This API allows you to initiate the following user action types:

    • Workflow (legacy): This action starts the specified legacy workflow. Only legacy workflows that are already configured and active for the selected lifecycle are available. To start a document workflow, see Document Workflows.
    • State Change: This action allows the user to manually move a document into a different lifecycle state. Vault enforces entry criteria and entry actions for the state change.
    • Controlled Copy: This action is available in QualityDocs Vaults and with the QualityOne application family. It allows the user to generate and distribute a controlled copy.

    To initiate user actions on binders, see Binder User Actions.

    Your Vault may include other user action types, not all of which can be initiated through Vault API. Learn more about document user action types in Vault Help.

    The API does not support initiation of user actions requiring eSignatures.