Create a Document

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

To create a document:

  1. In the Content Workspace, click Create.

    Screenshot of step 1

  2. Choose whether the document should be a full document upload, or placeholder. Placeholder documents allow you to add the document itself at a later date.

    Screenshot of step 2

  3. Select a document to upload via the file picker, or drag and drop.

    Screenshot of step 3

  4. Choose whether the document should be classified now, or later. If the document is to be classified now, select the appropriate classification.

    Screenshot of step 4

  5. Click Next.

    Screenshot of step 5

  6. Enter all relevant fields for the document. Required fields are yellow.

    Screenshot of step 6

  7. Click Save.

    Screenshot of step 7