Who can complete this task?
Veeva RIM Basics: Vault Admin, RIM Admin, Submission Manager, Document Manager, Document Participant
Complete the following steps to edit a document:
- From the Submission Mgmt > Library tab, open the document you want to edit.
- To classify an unclassified document, click Classify in the Information panel, select the document’s Type, Subtype, and Classification, and click OK. Vault adds the document’s classification.
- To reclassify a document, click Reclassify in the Information panel, select a new Type, Subtype, and Classification, and click OK. Vault updates the document’s classification.
- To upload a file to a placeholder document, click Upload File, select the file you want to upload, and click Upload. Alternatively, drag and drop the file you want to upload onto the This placeholder has no content section on the document page.
- To edit a document’s information click Edit Fields in the Information panel heading, edit the information as needed, and click Save. Vault saves the updated document information.