Create a Document

Who can complete this task? Veeva RIM Basics: Vault Admin, RIM Admin, Submission Manager, Document Manager, Document Participant

Complete the following steps to upload a document:

  1. In the Submission Mgmt > Library tab, click Create.
  2. In the Create Document dialog, select Upload and click Continue.
  3. On the Upload Files page, click Upload, select the document you want to upload, and click Open. Alternatively, drag and drop the document file you want to upload onto the Drag and drop files to upload here section on the Upload Files page.
  4. To remove a document from the list of files to be uploaded, click the X button next to the document name in the right panel.
  5. Select Classify documents now if you want to classify the document. Otherwise, select Classify documents later if you want to [edit the document][11] to add the classification at a later date.
  6. If you selected Classify documents now, select the document’s classification from the Choose document type drop-down.
  7. Click Next. A message is displayed on the Upload Files page when the files have been successfully uploaded.
  8. Enter the Name and Title of the document.
  9. From the eSignature Approval Required drop-down, select Yes if the document requires an eSignature, or select No if the document does not require an eSignature.
  10. For documents using the Labeling type, select whether the labeling document is Approved for Use, Currently In Use, or Historical from the Additional Labeling Information drop-down.
  11. Select the appropriate Product Family.
  12. Optional: Search for and select any existing Applications and Submissions that the document is associated with.
  13. Click Save. The system saves the document in a Draft state, generates a viewable rendition of the document, and displays the document’s details.