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QualityDocs
How to Process a Draft to Effective Document

QUICKSTART GUIDES

Initial to Final Documents

Draft to Approved Documents

Draft to Effective Documents

WORK INSTRUCTIONS

Create a Document

Create a Document Template

Reclassify a Document

Send a Document for QC Review

Complete a Quality Check Task for a Document

Mark a Document as Ready for Approval

Send a Document for Approval

Complete an Approval Task for a Document

Associate a Supporting Document to a Document

Mark a Document Confidential

Use Merge Fields for Microsoft Word & Excel

Delete a Document

MICROLEARNING

How to Process an Initial to Final Document

How to Process a Draft to Approved Document

How to Process a Draft to Effective Document

LEARN MORE

Quality Basics: QualityDocs

Document Lifecycles

Change a Document Owner

TRAINING COURSES

Quality Basics: Document User

Quality Basics: Non-GxP Document User

REFERENCE

Veeva Quality Basics Document Types

Veeva Quality Basics Document Categories

Draft to Approved Lifecycle

Draft to Effective Lifecycle

Initial to Final Lifecycle

Supported File Formats

How to Process a Draft to Effective Document

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Last updated: Nov 7, 2025

Time to complete: 5 minutes

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