Managing Documents

Document management in Veeva Clinical Bascis: eTMF involves the initial upload or email to vault processes, as well as the approval/review processes.

Collaborative Authoring

Alternatively, you can use the Collaborative Authoring feature to edit a document or template that has already been added.

Approving Documents

You can move an In Progress document through a desired approval workflow:

• Promote to Approved: documents that do not need review before approval
• Send for QC: documents that should be routed to other contributors for review before approval
• Send for eSignature: documents that require a review and signature before approval

Reviewing and Approving Documents

During the QC Review and eSignature Approval workflows, the assignee will complete their respective task:

• Perform QC Review
• Perform eSignature Approval

For additional information on your study, you can review the status of all documents using reports and dashboards.