There may be times when you want to export a listing of all, or a subset, of the documents in your library. For example, if you need to cross-reference a list of documents that have already been loaded into your Vault against a list of documents you still need to upload.
To export your library view:
Navigate to one of the following:
In Veeva Clinical Basics vaults, navigate to TMF Workspace > Library.
In Veeva Quality Basics vaults, navigate to Document Workspace > Working Library.
In Veeva RIM Basics vaults, navigate to Submission Mgmt > Library.
Select Grid from the Layouts menu.
If needed, select Edit Columns from the All Actions menu to choose which metadata you would like to see in the export.
Use the arrows to move the desired columns into the Selected Columns pane and click Save.
Select Export > Excel from the All Actions menu.
