You can forward email conversations and attachments to your Document Inbox, and Vault will upload both the email and its attachments as unclassified documents.
Email to Vault
To upload emails and attachments to your Library using the Document Inbox:
- Forward the emails and attachments to inbox@(Your Vault URL).com, for example,
inbox@myvaultaddress.veevavault.com.- You can find your Vault URL in the address bar of your web browser.
- After forwarding an email or correspondence attachment to the Document Inbox, classify the document(s) using the appropriate correspondence document type.
- If the email to vault was successful, you will receive an email confirmation.
For Vaults with more than 1,500 classified and approved documents, Vault automatically classifies new documents based on your existing document classifications. If Vault has classified a document incorrectly, you can manually reclassify the document. Vault’s automatic classification accuracy improves over time based on new documents you have added and classified, as well as documents you have manually reclassified.
Clinical Basics-Specific Options
When using email to vault in a Clinical Basics vault, you have two options:
inbox@myvaultaddress.veevavault.com: creates a document for each attachment on the email.studycommunications@myvaultaddress.veevavault.com: creates a document from the body text of the email, which is useful for directly creating documents for relevant communications within a study.
Additionally, appending the study number to the email address with a + will automatically associate the document to the study - for example, inbox+AVEG222@myvaultaddress.veevavault.com or studycommunications+AVEG222@myvaultaddress.veevavault.com.