# About Unclassified Documents Vault allows you to quickly upload documents without selecting a document type or entering values for required fields. Unclassified documents are automatically assigned the _Unclassified_ document type and the _Inbox_ lifecycle. Required fields can be left blank when you create unclassified documents but must be populated when you reclassify them to a different document type.
## Creating Unclassified Documents You can create unclassified documents by dragging and dropping them directly to your **Document Inbox**, or by uploading them via the **Create** button and selecting **Classify later**. See Creating Unclassified Documents for more information. ## Using the Document Inbox View {#using-the-document-inbox-view} The **Document Inbox** view is only available in the standard document library tab and shows all unclassified documents to which you have access. These documents also appear in other views, but the **Document Inbox** view must be open in order to select and classify multiple documents at once. ### Completing Unclassified Documents To classify and edit fields on the documents in your **Document Inbox**, select one or more documents and then click the **Complete** button to apply a single document type and open the _Edit Document Fields_ page. ### Bulk Actions From the **Document Inbox** view, you can select multiple documents and perform actions on them simultaneously. The available options in the **Actions** menu are: * **Complete**: Applies a single document type to the selected documents and opens the **Edit Document Fields** page where you can populate fields. * **Detect Duplicates**: Checks the selected documents against other documents in the Vault to determine if they have duplicate files. When the check is complete, the view shows duplicated documents with a "Duplicates detected" message. Hover over the message to see which documents use identical source files. * **Delete**: Deletes the selected documents. * **Disable Bulk Update Fields on Upload**: (Clinical Operations Vaults only) Hides the **Bulk Update Fields** dialog on upload. * **Enable Bulk Update Fields on Upload**: (Clinical Operations Vaults only) Shows the **Bulk Update Fields** dialog on upload. * **Add to Cart**: Adds the document to your Cart. This option is only available in the _Grid_ view of the **Document Inbox**. ### Filtering The **Document Inbox** view offers a limited set of filters to narrow the list of unclassified documents. The available filters are limited to standard, system-defined document fields like _Created By_ and _File Type_. In Clinical Operations Vaults, you can also filter on _Product_, _Study_, _Study Country_, and _Site_. ### Using the Tabular View In the **Document Inbox** Tabular View, you can select documents using the checkbox on the left or by clicking anywhere in the row. ## Sharing Settings {#sharing-settings} By default, unclassified documents that you create are only visible to you and Admins with access to all documents. However, Vault automatically assigns these documents to the _Inbox_ lifecycle, which may include default users for document roles. If this is the case in your Vault, the Sharing Settings panel shows the users assigned to roles on the document. You can manually reassign the Owner role on unclassified documents if you have the _Change Owner_ permission. Once you classify a document, you become the Owner on that document. If another user classifies the document, that user becomes the Owner. When a document is classified, Vault removes users from the sharing settings and adds default users based on the document type and lifecycle. This means the document's initial creator may lose access to the document, depending on your Vault's configuration.
## Limitations The following functionality is unavailable on unclassified documents: * Annotations * Archive Document * Check Out * Create Draft * Send as Link * Upload New Version ## Related Permissions {#permissions} To upload unclassified documents, you must have one of the following permissions or group memberships: * You have the _Create Document Permission_ on the _Unclassified_ (`undefined__v`) document type in **Admin > Configuration > Document Types**. * You have the _Always Allow Unclassified_ permission in **Admin > Users & Groups > Permission Sets**. This permission allows you to upload unclassified documents, but does not grant the ability to classify documents or create documents of any document type. * You are a member of the _Create Unclassified_ user group. To display the _Classify documents now_ and _Classify documents later_ options on the _Upload Files_ page when uploading a document, you must have the ability to create unclassified documents and at least one other document type. To reclassify or complete documents, you must be in a role with the _Reclassify_ and _Edit Fields_ permissions on all selected documents. [1]: #permissions