Question:
What is the Original Source of a document in PromoMats and Veeva Medical?
Answer:
When a user makes a copy of a document, the Based on section will be added in the Relationships tab. If a copy is made of the copied document, a new section called Original Source will be added.
This enables traceability between the original and its copies. Users can view if a document has been copied from the Where Used report for the source document.
The chart below shows the progression of copied documents:
Note: The Original Source is version sensitive. This means that if the Original Source relationship points to V1.0, it will always point to V1.0 even if a user uploads a new source version. An Admin must enable this feature. When enabled, all existing documents will have the Original Source relationship applied where applicable.
Related Documentation:
Vault Help: Original Source Tracking
Knowledge Base: How Does Make a Copy Work in PromoMats and Veeva Medical?