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How Can Admins Migrate an Email Template Created Using Bee Editor?

/hc/en-us/articles/30182463829915-How-Can-Admins-Migrate-an-Email-Template-Created-Using-Bee-Editor

2024-10-18 14:42:40 UTC
Question:

How can admins migrate an email template created using Bee Editor and still be able to edit the template in the target Vault?

Answer:

Creating BEE Content

A Content Admin that would like to migrate BEE content to a different Vault must have
access to a Veeva Vault with BEE embedded.
1. Enable BEE functionality in the source Vault using the configuration steps mentioned here.
2. In the source Vault, from the top-right corner of the screen, click Create -> Placeholder.
3. In the Choose document type field select the Email Template option.
4. Click Next. Complete all of the required fields for the Email Template and click
  Save.
5. In the top-right corner of the screen, click the ellipsis -> Edit Email.
6. The embedded BEE editor is launched.
  1. Edit the email using the right-hand pane to drag and drop elements into the email
    template.
  2. Keep track of any images that were placed within the Email Template. These
    image files must be sent to the target Vault and loaded into the Email
    Template in that Vault instance.
  3. Once editing is completed, click Save in the top right corner of the screen.
7. Click the Document Files icon on the right. Then, click Download on the Source Document in the dropdown menu to download the HTML document of the email template.
8. Next, click the ellipsis next to Email Editor to download the Email Editor rendition (JSON document) of the Email Template.
9. Download the Assets.
  1. In the right-hand pane click Document Information. Next, expand the Assets section by clicking on the Assets header.
  2. Click the download icon to download the images that were used in the email template.
As previously mentioned, the images used in the Email Template must be passed to the
target Vault. The zip that was downloaded from the Assets header contains all
images used within the Email Template.

The HTML document of the Email Template, JSON document of the Email Template, and all
image files that were included in the Email Template must be passed on to the target Vault.

Loading BEE Content Into the Target Vault

To load BEE content into the target Vault, a Content Admin will require the following:
1. The HTML of the Email Template. In Vault, this is referred to as the Source Document (downloaded in step 7 above).
2. The Email Editor rendition (JSON file) of the Email Template (downloaded in step 8 above).
3. Any images that exist in the Email Template (downloaded in step 9 above).
Once a Content Admin has these files, the following steps should be followed to upload BEE
content to the target Vault:
1. In the target Vault, from the top-right corner of the screen, click Create -> Upload.
2. Upload the HTML of the Email Template. In the Choose document type field select the Email Template option.
3. Click Next. Complete all of the required fields for the Email Template and click
  Save.
4. On the right-hand pane click Document Files.
  1. Click the + icon next to the Renditions section.
  2. Choose Email Editor for the rendition type.
  3. Select Choose a File and navigate to the JSON document of the Email Template and
    select it.
  4. Click Upload.
5. Click the ellipsis in the top-right corner of the screen then Edit Email.
6. The following steps must be repeated for every image that exists in the Email Template.
  1. Select the image element in the left-hand pane, choose Change Image.
  2. From the BEE File Manager, click Upload and upload the image that is being
    changed to the BEE image library. Once the image is uploaded, it will be
    available in the BEE File Manager. Select the newly uploaded image and click Insert.
7. Once all images have been updated, click Save.
8. If the document does not re-render, choose the ellipsis and choose Re-render Document.
Note: If the document is being duplicated in the same Vault, disregard step 6 through 8 of the Loading BEE Content Into the Target Vault section.

Related Documentation:

Vault Help Documentation:
- Enabling Edit Email
- Using the BEE Email Template Editor
How to Open a Ticket with Veeva Product Support?

/hc/en-us/articles/360001873433-How-to-Open-a-Ticket-with-Veeva-Product-Support

2024-11-12 14:24:14 UTC
Announcement:

Beginning 11/15/24, the process for submitting tickets to Veeva Support and Services groups will be updated on the Veeva Product Support Portal. The new process will help us better support you.

Submit tickets to Veeva Support and Services using one of these articles:
References:
- Veeva Global Support Policy
- How to Contact Veeva Support (for End-Users)?
How Does Following an Article or Section Work on the Veeva Support Portal?

/hc/en-us/articles/28887684787099-How-Does-Following-an-Article-or-Section-Work-on-the-Veeva-Support-Portal

2024-09-04 15:00:50 UTC

Question:

How Does Following an Article or Section Work on the Veeva Support Portal?

Answer:

Users may follow an article or section on the Veeva Support Portal. However, they should be aware of the Zendesk functionality that occurs.

When a section is followed, any time a new article is added to that section causes an email notification to be sent to all followers of that section. However, when an article is followed, it will not cause a notification email to be sent when the article is updated or changed.

Related Documentation:

Vault Help Documentation: N/A
New Search Engine - How to find Knowledge Articles that you need?

/hc/en-us/articles/19977448817051-New-Search-Engine-How-to-find-Knowledge-Articles-that-you-need

2024-09-04 18:57:32 UTC
Overview:

We have implemented a native federated search engine to help our customers find the information they need more easily. In addition, when they search for knowledge articles, it will show them the source of the content:
- Articles - written by Support Agents
- Product Help - broken down by product pages that contain that exact word or phrase
- Community posts
The following example shows a search on Vault id. The search engine tries to find all articles that contain the word Vault or the word Id anywhere within the article. On the right-hand side of the screenshot, the Search Results display brief previews of content matching the search criteria. Based on the Source that is selected on the left, the right side list of results changes.

This search shows that numerous results matched that criteria. Notice that 3209 Articles are returned due to a wide search range.

To refine the search, enter "Vault id" as the search criteria. The double quotes are used in the search criteria to allow the search engine to find any content that contains that phrase. The sources of the resulting content appear on the left side of the search results. Notice that 36 Articles are returned due to a narrow search range based on that exact phrase.
How to Submit a Product Enhancement Request for Veeva Products?

/hc/en-us/articles/17930772893211-How-to-Submit-a-Product-Enhancement-Request-for-Veeva-Products

2024-09-04 18:58:17 UTC
Question:

How do users submit an enhancement or feature request for Veeva products?

Answer:

As of November 5th, 2022, all product suggestions should be made through Veeva Connect.

To submit a Product Enhancement Request:
1. Log in to Veeva Connect.
2. Navigate to the Communities tab.
3. Locate the community dedicated to the product the Enhancement Request is for. (For example, Approved Email, Vault QualityDocs, etc.)
4. Select Add A Post to create a new posting. (Users will need to be subscribed to the community before they are allowed to post.)
5. Fill out the post with all necessary information such as the title, message, any relevant images, etc.
6. Click Post.
Users will receive an email notification when there is a response to the posting.

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Creating BEE Content

Loading BEE Content Into the Target Vault