RELEASE SCHEDULE

March 23, 2026

  • Release Notes

April 3, 2026

  • Release Training
  • Product Training

April 13, 2026

  • Validation Package

April 17, 2026

  • 26R1 Release
  • Help Documentation
  • New SOPs

26R1 Release Notes

Release date: April 17, 2026.

Last Updated: March 23, 2026.

Legend

This feature was implemented due to customer request.

Highlights

Key changes this release.

Logos on Monitoring Visit Letters and Trip Reports

Your custom logo will now be captured in the headers of Monitoring Visit Letters and Trip Reports.

Clinical Basics
Impact: Medium

New Document Field: Contains Sensitive Information

Documents added can be marked by Vault Admins or RIM Admins as containing sensitive information. This will update sharing settings to only allow Vault Admins, RIM Admins, and any users who have the Can View Sensitive Information field populated to view these documents.

RIM Basics
Impact: High
Learn More →

RIM <> PromoMats Connection

Customers with a PromoMats Basics or RIM Basics Vault will be able to have Product Family, Product, and Product Variant Data from their RIM Vault transferred to their PromoMats Vault.

RIM Basics PromoMats Basics
Impact: Medium

Global MLR Expansion

PromoMats Basics now supports the following new Country values for routing in the system: Global, France, United Kingdom, Spain, Italy.

PromoMats Basics
Impact: Medium
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Curriculum Sequencing

Curricula can now be released in a defined sequence, either after another curriculum is completed or after a designated amount of time has passed.

Quality Basics
Impact: Medium
Learn More →

Investigations On Standalone CAPA

Standalone CAPAs now optionally allow for investigation and root cause records to be created during In CAPA Planning.

Quality Basics
Impact: High

Document External Approval

Documents in the Draft to Approved lifecycle can now be sent for external approval. A temporary user account is created for the indicated external individual to log in and provide a signature directly within the system.

Quality Basics
Impact: High
Learn More →

Stability Module

Stability studies and relevant reports are now available. You can define the timepoints, conditions, orientations, tests, and specification limits applicable to a stability study as well as track the study from initiation to completion.

LIMS Basics
Impact: High

Impurity Results / Replicates

Test Result replicates are now supported, giving the ability for Design Data Admins / Stability Study & Design Admins to define result replicates within a Test Definition.

LIMS Basics
Impact: High

Coming Soon: Vault CRM Basics

Vault CRM Basics will be available for early adopters on April 30, 2026. Contact your Account Partner for more information.

CRM Basics
Impact: Medium

Coming Soon: Medical Basics

Veeva Medical Basics is now available for early adopters. Contact your Account Partner for more information.

Medical Basics
Impact: High

New Change Control Field: Rating

A new Rating field is available on change controls to distinguish major vs minor changes. This new field does not impact completed records and remains blank for them, however it is required for any records that are still going through change planning and any new records going forward.

Quality Basics
Impact: High

New Material Field: Planned Date Of First Use

You can now enter a Planned Date of First Use date optionally within the Key Dates section on any Material.

PromoMats Basics
Impact: Medium

Document Fields Enhancements

You can now capture a free-text Document Title, replacing the Additional Information field (existing data is preserved). When exporting, you can choose to name files based on the Name, Title, or Document Number. Additionally, a new Comments field is available for internal details, and document fields are reordered for a more streamlined experience.

Clinical Basics
Impact: Medium
Learn More →

Audience Picklist Relabel

The Audience picklist value Sales Training is updated to Training, allowing for better categorization of all Training materials.

PromoMats Basics
Impact: Low

Introducing Veeva AI

Veeva AI is live in PromoMats Basics. After uploading a Material, run the Quick Check Agent to generate feedback on Spelling / Grammar, Phrase Assessment, and checks against your related Important Safety Information. Utilize the Content Agent Chat assistant for a Reviewer Summary or to ask questions about a document directly.

PromoMats Basics
Impact: High
Learn More →

Application Product Family Relationship

The Application Product Family relationship is now automatically created for the Primary Product Family value that has been selected on the Application. Additional Product Families can be added if/when needed.

RIM Basics
Impact: Medium

New Report: Submissions Archive Bulk Export

A new report is available to select one or more submissions within one or more applications that will allow for bulk export to the file staging server.

RIM Basics
Impact: Medium

Forms/Questionnaires - Document Subtype

Materials can now be classified as Forms/Questionnaires. This subtype is for standardized tools designed to collect data, feedback, or enrollment information from Healthcare Professionals (HCPs) or patients.

PromoMats Basics
Impact: Medium

Claims Category List Expansion

Claims can now be categorized as “Technical Specification” Claims to better support Medical Device claims involving dimensions or product specifications.

PromoMats Basics
Impact: Low

Workflow Due Date Update Tasks

When the Workflow Due Date is updated, all tasks in the workflow are updated accordingly.

RIM Basics
Impact: Medium

New CAPA Action Field: Owning Department

A new Owning Department field is available on CAPA actions to assist in filtering and metrics. This new field does not impact completed records and remains blank for them, however it will be required for any records that are still being drafted (in Define Team or Initiated) and any new records going forward.

Quality Basics
Impact: High

New Tab: Archive Library

The new Archive Library tab shows items hidden from view of the existing Library tab and allows for searching, filtering, and direct viewing of Archived/Published content without having to use the Submissions Archive Viewer.

RIM Basics
Impact: Medium

Impurity: Precision Rules

Precision rules allow an admin to define the ICHQ3A/B precision rule for numeric results. When a result value is entered for a result having the ICHQ3A/B precision rule, the value is formatted using the precision (number of decimal places) as follows: If value <1.0, then precision = 2 digits If value >=1.0, then precision = 1 digit.

LIMS Basics
Impact: Medium

New Site-Level Role: Clinical Research Coordinator

A new Clinical Research Coordinator role is available to track site-level personnel.

Clinical Basics
Impact: Low

Refresh Subject Data And Subject/Subject Visit

A new action, “Refresh Subject Data”, is now available for in-flight Monitoring Visits (In Progress or Changes in Progress) to allow Subject and Subject Visit data to be refreshed, similar to the existing “Refresh Issues and Follow Up Items” action.

Clinical Basics
Impact: Medium

New Monitoring Visit Field: Visit Method

A new field, Visit Method, is available to indicate if Monitoring Visits were conducted on-site or remotely over phone or video.

Clinical Basics
Impact: Low

TMF Transfer Tab Rename

The “TMF Transfer” tab is renamed “Veeva Connections” to better reflect the available transfers.

Clinical Basics
Impact: Medium

New Claims Field: Additional Details

A new Additional Details free text field is now available on Claims, which should be used for mandatory footnote text, specific disclaimers, or qualifying statements.

PromoMats Basics
Impact: Medium

Submit Support Tickets in Vault

The Vault Help tab now allows support ticket submission via a web form.

Clinical Basics LIMS Basics PromoMats Basics Quality Basics RIM Basics
Impact: Medium