Question:
How to export all files from a document in PromoMats and Veeva Medical?
Answer:
Download Source, View Document, and View Content permissions are needed. The system will download only the files the user has permission to view.
Export All Files allows users to export a ZIP file containing all artifacts associated with a single document version. The following artifacts are included in the ZIP file:
- Document source file
- All document renditions
- PDF with Annotations file
- The latest version of attachments
- CSV of document fields (TXT file if localization is enabled)
- CSV of the document audit trail for the document from which you performed the export
For related documents, the ZIP also contains:
- Source files for all documents with custom relationships
- Source files for all documents with standard relationships (excluding CrossLink relationships)
- Source files for all documents with Based On relationships, including the source file for the Original Source document
- PDFs for all Linked Documents, including the anchor annotations specific to the document from which you performed the export
The ZIP file also contains an export summary CSV, including:
- Date and time of export
- Number of documents processed
- Number of artifacts processed
- Number of artifacts downloaded
- Explanation of documents excluded from the export and why
To Export All Files, follow the steps below:
- Navigate to the document.
- From the All Actions menu, select Export All Files.
- A message appears at the top of the screen.
- Once the process is finished, the user receives a notification. Download the ZIP file by clicking the blue link.
Note: Vault can only export artifacts that a user has the appropriate permissions to export. If a user doesn't have permission to export all artifacts, Vault continues the export and notes the artifacts excluded in the export summary.
Related Documentation:
Vault Help: Exporting all Files from Documents