Question:

What are Binders and how to use them in Veeva PromoMats and Medical?

Answer:

Binders are a way to group related documents in a Vault. 

Once the Binder is created, use the Edit Binder option to create sections within the Binder and add documents to the Binder contents.

• Create a Binder:
   

1. From the menu bar, select Create > Document.  
   
    
    
2. Select Binder from the Create Document menu and click Continue.
   
   
    
3. On the Create Binder (Step 1) page, select a Binder type and Click Next.
   Optional: Select a binder template. This option is only available if the selected document type has associated binder templates.
   
   
    
4. Complete binder fields associated with the binder type. An asterisk * indicates required fields and click Save.

• Add documents or sections to a Binder

1. Click Edit Binder from the Binder viewer or from the Actions Menu:
   
   
    
2. Click the Add dropdown.
   To create a section inside a Binder, click Section.
   To add documents from the Library, click Existing Documents.
   
   
    
3. Add documents by either clicking the green plus (+) icon or dragging them into the Binder from the upper-left corner (an orange line appears to indicate the placement).
   Note: To select multiple documents, click and drag the cursor through the documents or hold down the Ctrl key while clicking.
   
   
    
4. When all documents are added, click the dialog box X button to close.
   
   
    

Create Binder Permission is needed in order to create a binder.

Edit Document permission is needed in order to edit a binder.

Note: A document can also be added to multiple binders and multiple sections within one Binder.
All document links in a binder point to the most recent version of the document, unless applied version binding is used.

Related Documentation:

Vault Help: 

• Binders Overview
• Creating Binders
• Editing Binders