Create a Placeholder Document

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

A placeholder document is a document record in Vault that does not yet have an uploaded document. You can create a placeholder document record now and upload a document file later.

Complete the following steps to create a placeholder document:

  1. In the Submission Mgmt > Library tab, click Create. The Create Document dialog is displayed.
  2. In the Create Document dialog, select Placeholder and click Continue.
  3. On the Upload Files page, select the document’s classification from the Choose document type drop-down and click Next.
  4. On the Create Placeholder page, enter the Name and Title of the document.
  5. 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.
  6. 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.
  7. Select the appropriate Product Family.
  8. Optional: Search for and select any existing Applications and Submissions that the document is associated with.
  9. Click Save. The system saves the document record in a Draft state and displays the document’s details.