Vault uses a powerful search engine to help you find documents, object records, and attachments. You can perform a Basic Search from the primary search bar, or carry out more detailed searches using Advanced Search.
Basic Search
Basic Search allows you to perform a simple search within document or object record fields.
To perform a basic search:
In the search bar’s drop-down menu, select the documents or objects you want to search. The options that display will vary depending on the Veeva Basics app and what you can access.
Click into the search field in the primary navigation bar. The most recently viewed documents or object records will display automatically. If you’re looking for one of these, click on it from the preview list. If not, continue with the next steps.
Start typing one or more terms in the search box. To search an exact string, use double quotes around the terms (e.g. “patient education”).
Choose a document or object record from the preview list, press Enter to see all results, or click Advanced Search to perform a more complex search.
From the search results page, click on the document or object record name to view it.
If your search found too many results, use the filters on the left to narrow down the list.
Advanced Search
Advanced Search allows you to perform more complex searches for documents by searching within specific fields, including attachments, changing the search operator, and searching within document content.
To use Advanced Search:
Click the binoculars icon from the search bar or Advanced Search from the search preview list.
Fill in as many criteria as needed. In Search Scope, select Include Content to search within the content of each document, and/or Include Attachments to search within attachments.
Click Search.
Use Filters
For more precise searching of documents or object records, use the filters on the left-hand side. You can use filters in conjunction with basic or advanced search or on their own.
To filter documents or object records:
Open the Filters section and apply one or more filters. The filters that display will vary depending on the Veeva Basics app and the type of content you’re searching.
Certain filters display by default. To add an additional filter, click the Edit icon () and select a filter from the dropdown.
To customize the logic of a particular filter, click Advanced.
Any filters you apply will be added to any search terms you’ve applied (if any). You can save this as a custom view so you don’t have to repeat these steps each time.
