Update Sharing Settings on a Document

There may be times when you need to manually update the sharing settings of a document. For example, to change the document owner.

To update sharing settings:

1. Navigate to one of the following:

   • In Veeva Clinical Basics vaults, navigate to TMF Workspace > Library.
   • In Veeva Quality Basics vaults, navigate to Document Workspace > Library.
   • In Veeva RIM Basics vaults, navigate to Submission Mgmt > Library.
   • In Veeva PromoMats Basics, navigate to Content Workspace > Library.

2. Use search and filters to find the document you want to work with.

3. Select the Sharing Settings icon from the Document Info pane.

4. Click Add.

5. Select the Role to assign to the user(s), the Users and Groups to assign to the selected role, and click Save.

6. Click Continue to confirm.