Add a Correspondence with Heath Authority

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

You can upload and manage correspondence with health authorities and other organizations in two ways. You can forward email conversations and attachments straight to your Document Inbox or you can manually add correspondence documents by uploading them directly to the Library.

Email to Your Vault

To email a correspondence to your Vault:

  1. Send an email to: inbox@domainurl.veevavault.com. You can find your Vault URL in the address bar in your web browser.

  2. You can find any correspondence that you email to your Vault in the Document Inbox. Attachments are added as a separate item. The documents in the inbox are Incomplete.

  3. To complete them and add them to your Library, select one or more of the documents and click Complete.

    Screenshot step 3

  4. Select a document type and click OK.

    Screenshot step 4

  5. Add the Correspondence Details. You can associate the correspondence to commitments and Health Authority Questions if needed.

  6. Click Save.

    Screenshot steps 5 and 6

Upload to Library

You can add a correspondence to your library just as you would any document.

To upload a correspondence to your Vault:

  1. Navigate to Submission Mgmt > Library and click Create.

    Screenshot step 1

  2. Select Upload and click Continue.

    Screenshot step 2

  3. Drag and drop the correspondence document.

  4. Specify a Document Type with a Correspondence Subtype.

  5. Click Next.

    Screenshot steps 3 4 and 5

  6. Add the Correspondence Details. You can associate the correspondence to commitments and Health Authority Questions if needed.

  7. Click Save.

    Screenshot steps 6 and 7