Document Taxonomy
Last updated: Apr 17, 2026
| Type | Subtype | Description |
|---|---|---|
| Event Coordination | Agenda | A structured outline detailing the topics, speakers, and schedule for an advisory board or event. |
| Event Coordination | Event Survey | A questionnaire used to collect feedback from attendees on event content, logistics, and overall experience. |
| Event Coordination | Invitation | A formal request sent to individuals to attend an advisory board or event, with key details included. |
| Event Coordination | Meeting Minutes | A written record summarizing key discussions, decisions, and action items from an advisory board or event meeting. |
| Event Coordination | Sign-in Sheet | A document used to track attendee names, affiliations, and contact details for an event or meeting. |
| Event Coordination | Speaker Resume | A summary of a speaker’s qualifications, experience, and expertise relevant to the event or advisory board. |
| Medical Information | Standard Response | A pre-approved, evidence-based, scientifically balanced, and non-promotional document or communication developed to answer frequently asked or anticipated unsolicited medical inquiries. |
| Medical Information | Custom Response | A specifically tailored, evidence-based, scientifically balanced, and non-promotional communication developed by a Medical Information professional in response to a unique, complex, or highly specific unsolicited medical inquiry |
| Medical Information | Response Cover Letter | Cover letters used to respond to Medical Inquiries. |
| Material | App | A software package created for mobile or desktop device. 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. |
| Material | Article/Reprint | An individually bound copy of an article in a publication or the carrier or folder that is used to contain the reprinted material. These articles or reprints are meant to be shared externally, not to be confused with Publications used as references. |
| Material | Broadcast | Audio-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. |
| Material | Brochure | A 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. |
| Material | Electronic mail communication and attachments. Includes 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. | |
| Material | Event Collateral | Collateral created for events such as congresses, conventions, symposia, or advisory boards (internal and external). |
| Material | Infographic | Complex data in accessible, easily understandable visual representations. |
| Material | Presentation | Slide-based presentations typically in Microsoft PowerPoint or Google Slides format. |
| Material | Press Release | Documents created for the news media. This could also be called Media, Media Release, PR Materials, Press Kit, Multi-Media Release, Public Relations. |
| Material | Social Media | Digital media content (text, images, video, gifs) used on a social media platform. |
| Material | Text Communication | Text that will be published through a communication channels such as SMS or Approved Chat or chatbots. |
| Material | Video | Audio visual content in a video format. |
| Material | Visual Aid | Interactive, dynamic HTML content created to be used through a CRM. |
| Material | Website | All types of websites and portals that include text, graphics and hypertext links accessed with a web browser. |
| Reference | Publication | A clinical or scientific study available in a publication. These Publications are used as reference material, not reprints. |
| Reference | Data on File | Document containing information that is not in the public domain. |
| Reference | Labeling | Prescription labeling documentation that identifies the contents of the drug and provides specific instructions and warnings. |
| Reference | Government/Authority Report | Reports or guidelines issued by authorities. |
| Reference | Website | A website that is used for substantiation. |
| Reference | Monograph | A detailed document created to explain the approved use of the drug and contains any other information that may be required related to the drug. |
| Reference | Instructions for Use | IFU. Primarily for medical devices, instructions for use are information provided by the manufacturer to inform the user of a device’s intended purpose. |
| Reference | Important Safety Information | ISI. Typically contains the name of the drug, approved uses, and the risks and side effects. |
| Component | Graph | Data presented in a graphical format. |
| Component | Logo | Images, texts, shapes, or a combination of the three that depict the name and purpose of a brand, company or program. |
| Component | Photo | Photographs. |
| Component | Image | A picture that is not a logo or photograph. |
| Component | Audio | A sound file, including music or voice recordings. |
| Component | Video | A video file, including animations or live recordings. |