Change a Document Owner

Who can complete this task? Veeva Quality Basics: Document Control Users and the current Document Owner

There may be times when you need to change the owner of a document, for example, if a user other than the current owner needs to update the document.

Note All documents need owners. If a document owner leaves your organization, make sure to assign a new document owner. Run the Documents with Inactive Owners report to find documents with an inactive owner.

To change the document owner of a document:

  1. Navigate to Document Workspace > Working Library and select the document.

    Screenshot step 1

  2. Select the Sharing Settings icon from the Document Info pane.

    Screenshot step 2

  3. Click Add.

    Screenshot step 3

  4. Select Owner in the Role dropdown and select the new owner in the Users and Groups dropdown. Then click Save.

    Screenshot step 4

  5. Click Continue to confirm.

    Screenshot step 5