Add or Remove a Document from a Content Plan

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

To complete your content plan, you must add documents to the active content plan items. If the documents you want to add already exist in Vault, use Match Document Mode to find and match the existing documents to the content plan items. If the documents do not yet exist in Vault, add the new documents directly to the content plan items.

Add a New Document

If the document you want to add to a content plan item does not yet exist in Vault, you can upload a new document directly to a content plan item either by dragging and dropping the file or by using the Actions menu.

Add a New Document Using Drag and Drop

Complete the following steps to add a new document to a content plan item using drag and drop:

  1. In Submission Mgmt > Submissions, select the content plan from the relevant submission row.
  2. Expand all content plan items.
  3. Open the file browser on your system and locate the document file you want to add.
  4. Drag and drop the document file from your file browser onto the content plan item you want to add the document to in your Vault web browser. The Upload File dialog is displayed. Vault automatically determines the document’s name and product information based on the content plan item information.
  5. Update the document’s Name as needed.
  6. 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.
  7. Click Save. A message is displayed to indicate the upload is successful, the document is saved to Vault with a status of Draft, and the content plan item status is updated.

Add a New Documents Using the Actions Menu

Complete the following steps to add a new document to a content plan item using the Actions menu:

  1. Select Upload from the content plan item Actions menu. The Upload Files page is displayed.
  2. Click Upload, select the documents you want to upload, and click Open. Vault automatically determines the document’s Classification based on the content plan item information.
  3. Click Next. Vault automatically determines the document’s Name, Product Family, Applications, and Submissions based on the associated content plan and content plan item information.
  4. Update the document’s Name as needed.
  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. Click Save.
  7. Click Back to previous page to return to the content plan.
  8. If needed, update the Name, Product Family, Applications, and Submissions associated with the document and click Save. A message is displayed to indicate the upload is successful, the document is saved to Vault with a status of Draft, and the content plan item status is updated.

Remove a Document

To remove a document from a content plan item, select Remove Document from the document Actions menu for the document associated with the content plan item.