Mark a Document Confidential

Who can complete this task? Veeva Quality Basics Document Users

A new security feature is coming in 25R3 (December 2025) that will make it easy for you to control security for confidential documents. In order to get ready for that new feature, we have added a new field Confidential to all document types. Please take time to ensure your documents are marked appropriately as the new security feature will be applied in 25R3 release in December.

Note Prior to the 25R3 release, marking a document as confidential does not change any security settings. To prevent a user from seeing a confidential document, manually remove them from sharing settings.

To mark a document confidential:

Navigate to Document Workspace > Working Library and open a document.
Click Edit ().
Set the Confidential? field to Yes.
Click Save.

For 25R2, marking a document as confidential does not change any security settings. To prevent a user from seeing a confidential document, manually remove them from sharing settings

To manually remove a user’s permission to the document:

Open the Sharing Settings pane () for the document.
Hover over the user or group you want to remove and click the remove icon ().
Click Continue.