Save and Share a View

Published on October 30, 2025

Saved views allow you to bookmark customized filters, column visibility settings, Library layouts (e.g. Detail, Grid), and sorting preferences for quick reuse. This feature works across Vault areas like the Home Page, Library, and app-specific pages.

Admins can create and share views relevant to a role or department, then share individually with those users to ensure team alignment. If your team repeatedly adds the same columns, contact GSC or post on Veeva Connect to suggest making them default.

For example, in RIM, save a view showing In Progress U.S. Submissions with a Planned Submission Date in the next 6 months—complete with custom sorting, columns, and a custom name for the saved view.