Create a Document from a Template

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

Complete the following steps to create a document from a template:

  1. In the Submission Mgmt > Library tab, click Create.
  2. In the Create Document dialog, select Document from Template and click Continue.
  3. On the Create Document from Template page, select the document type from the Choose document type drop-down. Note that Vault only displays document types that have an associated template.
  4. From the Choose template drop-down, select the template you want to use.
  5. Click Next.
  6. Enter a Name for the document.
  7. Select the Product Family for the document.
  8. Search for and select any Applications the document is associated with.
  9. Search for and select any Submissions the document is associated with.
  10. Click Save. The system saves the document in a Draft state, generates a viewable rendition of the document, and displays the document’s details. You can now edit the document, or route it through the Authoring/Review workflow for other users to edit the document with the appropriate content.