Document Taxonomy

Last updated: Apr 8, 2026
TypeSubtypeDescription
ComponentAudioA sound file, including music or voice recordings.
ComponentGraphData presented in a graphical format.
ComponentImageA picture that is not a logo or photograph.
ComponentLogoImages, texts, shapes, or a combination of the three that depict the name and purpose of a brand, company or program.
ComponentPhotoPhotographs.
ComponentVideoA video file, including animations or live recordings.
MaterialAppA software package created for mobile or desktop devices. This could also be called Application, Application/Software, Mobile App, Mobile Apps, Mobile Devices and Apps, Screen Saver, Digital Program / e-Module, and Device Application.
MaterialArticle/ReprintAn individually bound copy of an article in a publication or the carrier or folder that is used to contain the reprinted material. This could also be called Clinical Paper/Reprint, Journal Article, Publication, Reprints, Reprint Carrier, Reprint Folder, Reprint Material, Scientific Publication, and Publication Journal Reprint.
MaterialBroadcastAudio-visual materials created for distribution through television, radio, podcasts or other media. This could also be called Audio / Radio, Broadcast (TV / Radio), Podcast, and Radio.
MaterialBrochureA booklet, brochure or an electronic document containing product information. This could also be called Sales Aid, Detail Aid, Leavepiece, Monograph, Flyer, Booklet, Leaflet, Flashcard, and Leave Piece.
MaterialDigital AdvertisingAll digital advertising including web banners, paid search and search optimization. This could also be called Banner, Banner Ad, Search Engine, SEM/SEO, Search Engine Marketing, and Search Engine Marketing with Keywords.
MaterialElectronic Detail AidInteractive, dynamic HTML content created to be used through a CRM. This could also be called CLM Content, CLM presentation, Core Sales Aid / Visual Aid, Digital Sales Aid, iDetail Aid, Interactive Visual Aid, Self Detail Presentation, and Electronic Detail Aid/IVA.
MaterialEmailElectronic mail communication and attachments. Includes marketing automation email, Veeva approved email, templates, and fragments. This could also be called E-Mails, Emails, Fragments, Header, Mass Email, Newsletters, Rep triggered Email, Rep triggered letter, and VAE.
MaterialEvent ResourcesAll materials and resources created for events such as congresses, conventions, symposia, or sales meetings (internal and external). Resources include booths, exhibition panels and layouts. This could also be called Booth panel, Booth, Convention Panel, Conference Booths, Congress Materials, Convention Material, Exhibit/Convention, Exhibit Stand Materials, Stage Panel, Stand, Event Item, Display Material, Invites, Agendas, and Posters.
MaterialMailing/LetterAdvertising or marketing announcements sent by mail. Includes content and envelope / wrappers. This could also be called Direct Mail, Mail, Mailings, Reply Card, and Letters.
MaterialPresentationSlide-based presentations typically in Microsoft PowerPoint or Google Slides format. May be published directly to a CRM, website, or used as a standalone presentation. This could also be called Multi Slide Document, Oral Presentation, Slide Deck, Slide Kit, Slides Content, and Presentations.
MaterialPress ReleaseDocuments created for the news media. This could also be called Media, Media Release, PR Materials, Press Kit, Multi-Media Release, Public Relations.
MaterialPrint AdvertisingAn advertisement created specifically to be placed in paid magazine or journal media. This could also be called Literature Advertising, Journal/Magazine Advertisement, Journal Ad, Advertorial, and Journal Advertising.
MaterialPromotional AidCustomized items such as books, pens, or other paraphernalia, typically used as brand reminders. This could also be called Books, Pens, Brand Reminder, Gimmicks, Giveaway, Reminder Item, and Branding Elements.
MaterialSocial MediaDigital media content (text, images, video, gifs) used on a social media platform. This could also be called Social Media Content and Social Post.
MaterialText CommunicationText that will be published through communication channels such as SMS or Approved Chat or chatbots. This could also be called Electronic Messaging, Text Messages (SMS), Text, Modular Text, and Mobile Message.
MaterialVideoAudio visual content in a video format. This could also be called Video / Audio, CD/DVD, and Animation Video.
MaterialWebsiteAll types of websites and portals that include text, graphics and hypertext links accessed with a web browser or by typing a unique address. Usually includes a home page and layers of supporting pages. This could also be called Web, Digitool, Wireframe / Schematic, Microsite, and Portals.
ReferenceData on FileDocument containing information that is not in the public domain.
ReferenceGovernment/Authority ReportReports or guidelines issued by authorities.
ReferenceImportant Safety Information (ISI)ISI. Important safety information will typically contain the name of the drug, approved uses for the drug, and the risks and side effects of the drug.
ReferenceInstructions for Use (IFU)IFU. Primarily for medical devices, instructions for use are information provided by the manufacturer to inform the user of a device’s intended purpose, proper use, and any precautions.
ReferenceLabelingPrescription labeling documentation that identifies the contents of the drug and provides specific instructions and warnings regarding its administration, storage, and disposal. Includes Patient Information Leaflet (PIL), Package Insert, Patient Information, Prescribing information (PI), Medication Guides, and SMPCs.
ReferenceMonographA detailed document created to explain the approved use of the drug and contains any other information that may be required related to the drug. This could also be called Product Monograph and Monograph/Dossier.
ReferencePublicationA clinical or scientific study available in a publication. May include the full article and/or the abstract. This could also be called Clinical Articles, Clinical Guidelines, Clinical Material, Clinical Study, Clinical Study Report, Clinical Trial Report, Clinical Trials Report, Literature Reference, Abstract, Text, and Textbook.
ReferenceWebsiteA website that is used for substantiation.