Check In a Collaborative Authoring Document

Complete the following steps to Save to Vault or Check In a collaboration document:

  1. Save your changes in Microsoft 365 and return to your Vault browser window.
  2. From the All Actions menu, select Save to Vault or Check In.
  3. Optional: Enter a Version Description in the confirmation dialog
  4. Click either Save to Vault or Check In to create a new minor version in Vault. Vault generates a new viewable rendition of the document that includes the edits.
Note In Veeva RIM Basics, the document is automatically checked in when the person who started the collaborative authoring session completes their review task.