26R1 Release Notes

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

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

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.

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

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

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

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

Document External Collaboration now allows you to send Draft to Approved documents for external organizations. Vault automatically creates a user account for the external approver, which consumes a an external license until the document reaches the Approved state. The external approver is then inactivated from the system, preventing the license from being used when not needed.

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.

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.

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

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.

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

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

The Study Oversight feature is now available, allowing you to document the oversight activities you have performed, capture supporting evidence and materials, record oversight issues, and more. An Oversight page is visible on all Studies to capture Study Organizations and to manage the documentation of the oversight you have performed under Oversight Periods.

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.

The Audience picklist value Sales Training has been renamed to Training, allowing for better categorization of all Training materials.

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.

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.

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.

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.

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

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

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.

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.

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.

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.

When working with CROs that also use a Veeva Clinical Vault, sponsors can now request that their CROs engage in daily transfers, allowing them to see documents file into the TMF in real-time rather than than waiting until the end of the study.

In CTMS-enabled CRO Vaults, CTMS data can now be transferred on a daily basis in addition to the daily documents (ex. Subject Enrollment information, Issues, Sites, Monitoring Visits, and more). As a result of this new functionality, the “TMF Transfer” tab is renamed “Veeva Connections” to better reflect the available transfers.

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

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.