Sections

Annotate

This section provides solution articles for Veeva Vault Annotation issues. Vault includes robust annotation capabilities, allowing you to add or reply to annotations in your browser. There are five different types of annotations: Image, Text, Sticky Note, Line, and Link annotations. Each annotation has two parts, the selection on the document, and the note, which includes any comments you made.

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API

This section provides solution articles for Veeva Vault API issues. Veeva Vault provides a simple, powerful, and secure API (application programming interface) that allows software programmers to write scripts and programs to interact and integrate with Veeva Vault. Using Veeva Vault API, your organization can build tools to import, update, and retrieve documents or object records.

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Binders

This section provides solution articles for Veeva Vault Binder issues. Binders allow you to organize and group documents in a flexible structure. Binders are comprised of sections, which can nest to build a hierarchical structure, and links to documents in Vault. Document links can point to uploaded content, placeholders, or other binders. Binders have fields and display in the Library alongside other documents.

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CRM Integration - CLM and Engage

This section provides solution articles for Veeva Vault + CRM Integration (CLM and Engage) issues. When you enable CLM Integration, Vault will automatically create most of the configuration elements that you need to use the feature.

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Document Types

This section provides solution articles for Veeva Vault Document Type issues. Document types allow you to create a hierarchical taxonomy to differentiate the various types of documents stored in your vault. Each document type can have its own fields, and Vault uses the hierarchy to determine how fields are inherited from one type to another.

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Fields

This section provides solution articles for Veeva Vault Field issues. For each document or binder, fields hold additional details and metadata that helps to classify and manage the document. Some fields apply to all documents (by applying to Base Document) while others apply to a specific document type, subtype, or classification.

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FTP

This section provides solution articles for Veeva Vault FTP issues. Each vault in your domain has its own FTP staging server, which supports various features including Vault Loader and Unclassified Document Creation Through FTP. The FTP server is a temporary storage area for files you’re uploading to or extracting from Vault.

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Home

This section provides solution articles for Veeva Vault Home issues. Home is the first area you see after logging into a vault. Within Vault Home you can read notifications, view or complete your assigned tasks, and review workflows in which you are a participant. Note that the Home tab is labeled as Tasks in some vaults.

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Library

This section provides solution articles for Veeva Vault Library issues. The Library is where all your documents live. If your Admin has configured custom tabs, you may have additional tabs that house documents with a specific document type. From both the Library tab and custom documents tabs, you can browse using different views, search, and various filters to find documents.

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Lifecycles

This section provides solution articles for Veeva Vault Lifecycle issues. Lifecycles are the sequences of states (Draft, In Review, etc.) that a document goes through during its life. For each individual state, you can configure various settings, including entry criteria, automated document actions, user-initiated actions, and user role permissions.

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Notifications

This section provides solution articles for Veeva Vault Notification issues. You can choose to receive notifications when specific updates occur on your favorite documents. When you collaborate with a large team in Vault, it can be difficult to stay informed of changes to documents. By choosing to receive notifications when updates occur on your favorite documents, you’ll find it easy to stay current.

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Objects

This section provides solution articles for Veeva Vault Object issues. Vault “objects” are part of the application data model. You’re probably already familiar with objects: many standard objects have document fields that you use all the time, like Product, Study, and Country. The application data model is a critical part of what makes each Vault application unique. It provides context information that drives the business processes in each Vault application.

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Outage

This section provides solution articles for Veeva Vault outage issues.

Quality & QMS

This section provides solution articles for Veeva Vault Quality & QMS issues. Veeva Vault QMS is an application that manages global quality processes across an organization and its external partners. Vault QMS Features Vault QMS is built on the Vault platform and therefore has the features that are described in the platform help topics. Multi-Document Change Control allows you to use the Document Change Request and Document Change Control objects to execute document release and obsolescence in a programmatic, controlled manner.

Relationships

This section provides solution articles for Veeva Vault Relationship issues. With Vault Objects, you can configure various relationships, including parent-child (hierarchical) and reference (non-hierarchical) relationships. Reference relationships can point to another object or back to the same object (self-referencing). Parent-child relationships are typically one-to-one or one-to-many, but you can create a many-to-many relationship by using a third object.

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Renditions

This section provides solution articles for Veeva Vault Rendition issues. You can manage a document’s renditions by uploading a new rendition or deleting an existing rendition. You can also download or re-render the viewable rendition. A list of renditions appears in the fields panel of the Doc Info page, under Renditions.

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Sharing Settings

This section provides solution articles for Veeva Vault Sharing Settings issues. Every document in your vault has its own sharing settings. These control the roles that each user has for the specific document. These roles, together with each user’s security profile, determine the user’s permissions (allowed actions) on the document. Permissions for a specific role can change depending on the document’s current lifecycle state.

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Users & Groups

This section provides solution articles for Veeva Vault User & Group issues. Groups are key to managing user access in Vault. A group is simply a named list of users, but by defining groups that reflect the teams and roles in your company, and assigning those groups to document roles, you can manage document access more easily and efficiently.

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Vault Loader

This section provides solution articles for Veeva Vault Loader issues. Vault Loader allows you to load data to your vault or extract data from your vault in bulk. Loader is particularly useful during migrations and on-boarding. Extracted information downloads to a CSV file, which you can load back into your vault or into other systems.

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Workflows

This section provides solution articles for Veeva Vault Workflow issues. A workflow is a series of steps configured in Vault to align with specific business processes. The different types of steps offer a flexible way to organize a wide variety of processes for a document, including assigning tasks to users, sending notifications and changing document status.

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2253

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Annotate

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API

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Binders

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Brand Portal

CRM Integration - Approved Email

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CRM Integration - CLM and Engage

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Document Types

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Fields

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FTP

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General Information

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General Settings

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Home

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Jobs

Library

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Lifecycles

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Logs

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Notifications

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Objects

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Outage

Quality & QMS

Relationships

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Renditions

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Reporting

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RIM

Sharing Settings

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Third Party Software

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Users & Groups

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Vault Loader

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Vault Tools

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Vault Webinars

Workflows

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