Author a Document Using Standard Authoring

Who can complete this task? Veeva Basics users with access to manage documents in a Veeva Basics Vault.

Complete the following steps to check out a document, edit it, and check it back in:

  1. From the Library tab, open the document you want to edit.
  2. From the All Actions menu, select Check Out. Vault checks out the document and downloads the document file to your browser’s default download location.
  3. Open the document, edit it as needed, and save your changes.
  4. From the All Actions menu, select Check In.
  5. In the Check In dialog, click Choose a file, select the edited document file, and click Open.
  6. Click Check In. Vault checks the document in, generates a new viewable rendition, and updates the document version to the next minor version.