Approve a Document

Who can complete this task? Veeva PromoMats Basics: Content Creator, Content Manager, Material Coordinator, Medical, Legal, Regulatory

To approve a document:

  1. Navigate to Content Workspace > Tasks and open the Approval task.

    Screenshot of step 1

  2. Review the document, then click Complete.

    Screenshot of step 2

  3. Select a Verdict. If you approve the changes, provide your electronic signature if prompted. If the verdict is Not Approved, provide a descriptive comment.

    • In the case of Regulatory approval, and if not completed during the review process, the regulatory user should provide the Country, whether or not there is Submission Required (if so, to which Health Authority), and the Material Type.

  4. Click Complete.

    Screenshot of step 3

In the MLR Approval process, all approvers must approve a document for it to reach the Approved for Distribution state. If any approver rejects the document, it returns to the Revise and Resubmit state.