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:

1. Navigate to the document.
2. From the All Actions menu, select Export All Files.
   
   
   
   
3. A message appears at the top of the screen.
   
   
   
   
4. Once the process is finished, the user receives a notification. Download the ZIP file by clicking the blue link.
   
   

Related Documentation:

Vault Help: Exporting all Files from Documents