Create a Claim and Add References

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

To create a claim:

  1. Navigate to Content Workspace > Claims, and click Create.

    Screenshot of step 1

  2. Enter the Match Text, or the exact text as the claim will appear.

    Screenshot of step 2

  3. Select the Primary Country that the claim is applicable to.

    Screenshot of step 3

  4. Select the claim’s Language.

    Screenshot of step 4

  5. Select the claim’s Primary Brand.

    Screenshot of step 5

  6. Select the claim’s Category, or classification, to help describe it.

    Screenshot of step 6

  7. Click Save.

    Screenshot of step 14

Add a Reference to a Claim

To add a reference to a claim:

  1. Starting from the claim, open the References section, click Add, and select the type of reference. Document links a specific version of a document as a reference, whereas permalink will always retain the most recent version of the reference document.

    Screenshot of step 1

  2. Click + to add a reference document.

    1. Optional: Select a specific anchor location in the document for the reference.

    Screenshot of steps 2 and 2a

  3. Click Close.