/tips/Tips & Tricks from Veeva Basics HelpHugo -- gohugo.ioen-us/tips/general/managing-workflows/Tue, 31 Mar 2026 00:00:00 -0400Patrick Doherty/tips/general/managing-workflows/<p><img src="./timeline-view-2.png" alt="Screenshot of the Timeline View showing workflow and task action menus"></p> <p>When a document is in an active workflow, the <strong>Timeline View</strong> gives you options to act on the workflow or its individual tasks. There are two separate menus, accessed via the ellipsis (<i class="fas fa-ellipsis" alt="Black Ellipsis Icon"></i>) icon:</p> <ul> <li><strong>To the right of the workflow name</strong> (e.g., &ldquo;Approval Workflow&rdquo;): actions that apply to the entire workflow, such as <em>Add Participants</em>, <em>Email Participants</em>, <em>Replace Workflow Owner</em>, or <em>Cancel Workflow</em>.</li> <li><strong>To the right of the task name</strong> (e.g., &ldquo;Mark Document(s) Approved/Not Approved&rdquo;): actions that apply to that specific task, such as <em>Reassign</em>, <em>Update Task Due Date</em>, or <em>Cancel Task</em>.</li> </ul> <div class="infobox not-prose bg-blue-50 dark:bg-blue-900/20 border-l-4 border-blue-500 text-blue-800 dark:text-blue-200 p-4 my-4 rounded-md"> <div class="flex items-start"> <div class="flex-shrink-0"> <i class="fas fa-info-circle mt-1"></i> </div> <div class="ml-3"> <strong class="block text-black-900 dark:text-white mb-1">Note</strong> The ability to see and execute these actions depends on your security profile and role on a specific document. </div> </div> </div>/tips/general/export-dashboard-components/Tue, 20 Jan 2026 09:25:08 -0400Patrick Doherty/tips/general/export-dashboard-components/<p>Need to include a chart in a presentation or email? Exporting dashboard components as images lets you share Vault insights with stakeholders who don&rsquo;t have Vault access. You can easily export a dashboard component by clicking <strong>fullscreen</strong> (<i class="fa-regular fa-arrows-maximize"></i>), then selecting either <strong>small image</strong> or <strong>large image</strong>.</p> <div class="infobox not-prose bg-blue-50 dark:bg-blue-900/20 border-l-4 border-blue-500 text-blue-800 dark:text-blue-200 p-4 my-4 rounded-md"> <div class="flex items-start"> <div class="flex-shrink-0"> <i class="fas fa-info-circle mt-1"></i> </div> <div class="ml-3"> <strong class="block text-black-900 dark:text-white mb-1">Note</strong> Bar, column, and pie charts are supported for export in this way. </div> </div> </div> <p><img src="./export-dashboard-components.gif" alt="Gif of exporting a dashboard component"></p>/tips/general/customize-filters/Sun, 18 Jan 2026 09:25:08 -0400Patrick Doherty/tips/general/customize-filters/<p>The default filters on a tab may not match how you work. Customizing them lets you surface what matters most to your role, making it faster to find what you need.</p> <p>You can customize them by clicking the <strong>edit</strong> pencil (<i class="fa-solid fa-pencil" alt="Black Pencil Icon"></i>) and selecting or searching for the desired one(s).</p> <p><img src="./customize-filters.gif" alt="Gif of adding a filter"></p>/tips/general/export-audit-trail/Fri, 16 Jan 2026 09:25:08 -0400Patrick Doherty/tips/general/export-audit-trail/<p>When responding to an audit, investigating an issue, or documenting compliance, you may need to share a record&rsquo;s history outside of Vault. <a href="/about-audit-trails">Audit trails</a> can be exported to CSV or PDF for exactly this purpose.</p> <p>To do so, click the Actions menu (<i class="fas fa-ellipsis" alt="Black Ellipsis Icon"></i>) while viewing an audit trail, then select the desired export type.</p> <p><img src="./export-audit-trail.gif" alt="Gif of exporting an audit trail"></p> <p>You can further refine the audit trail &amp; its export using the filters available for the record, which varies by record type.</p> <p><img src="./export-audit-trail-1.png" alt="Screenshot of audit trail filters"></p>/tips/general/favorites/Thu, 15 Jan 2026 09:25:08 -0400Patrick Doherty/tips/general/favorites/<p>Favoriting content, accomplished via the star icon (<i class="fa-regular fa-star" alt="Black Empty Star Icon"></i>), allows you to easily access it at a later time. Once you have something favorited, you can view all of your favorites for that type of content via the <strong>Favorites</strong> view.</p> <p><img src="./favorites-1.png" alt="Screenshot of the favorites icon and view"></p> <p>This is a particularly useful feature for reports and the various tabs found throughout Vault, like studies in Clinical, Submissions in RIM, or Curricula in Quality.</p>/tips/general/search-document-name/Thu, 15 Jan 2026 09:25:08 -0400Patrick Doherty/tips/general/search-document-name/<p>A document in Vault can change names from its original for various reasons - for example, it can be automatically renamed upon upload, or manually renamed to appropriately match its use.</p> <p>In either case, Vault retains the original file name, allowing you to search for it by either if the need arises.</p> <p><img src="./document-name-1.png" alt="Screenshot of original file name location"></p>/tips/clinical/clinical-document-panel/Thu, 15 Jan 2026 09:25:08 -0400Patrick Doherty/tips/clinical/clinical-document-panel/<p>The panels in the <a href="/doc-info-page#doc-info-pane">Doc Info pane</a> provide a wealth of resources for interacting with a document.</p> <p>For example, you can link Supporting Documents like a Protocol Summary of Changes in the (1) <strong>Relationships</strong> panel (<i class="far fa-code-merge"></i>), add or download renditions and other relevant attachments in the (2) <strong>Document Files</strong> panel (<i class="far fa-file-alt"></i>), or view the document&rsquo;s readiness for use in Vault in relation to rendition generation, searchability, and annotations via the (3) <a href="/about-document-readiness-panel"><strong>Document Readiness</strong> panel</a> (<i class="far fa-file-check"></i>).</p> <p><img src="./document-panels-1.png" alt="Screenshot of the Relationships panel"></p> <p>Additionally, you can view document access info via the (4) <strong>Sharing Settings</strong> (<i class="far fa-users"></i>) or view workflow &amp; task history via the (5) <strong>Timeline View</strong> (<i class="far fa-history"></i>) panels.</p> <p><img src="./document-panels-2.png" alt="Screenshot of the Relationships panel"></p>/tips/promomats/promomats-document-panel/Thu, 15 Jan 2026 09:25:08 -0400Patrick Doherty/tips/promomats/promomats-document-panel/<p>The panels in the <a href="/doc-info-page#doc-info-pane">Doc Info pane</a> provide a wealth of resources for interacting with a document.</p> <p>For example, you can connect Important Safety Information (ISI) and Prescribing Information (PI) in the (1) <strong>Relationships</strong> panel (<i class="far fa-code-merge"></i>), then attach a related email thread in the (2) <strong>Document Files</strong> panel (<i class="far fa-file-alt"></i>).</p> <p><img src="./document-panels-1.png" alt="Screenshot of the Doc Info panels"></p> <p>Additionally, you can view document access info via the (3) <strong>Sharing Settings</strong> panel (<i class="far fa-users"></i>), view workflow &amp; task history via the (4) <strong>Timeline View</strong> panel (<i class="far fa-history"></i>), or use Veeva AI&rsquo;s <strong>Quick Check Agent</strong> panel (<i class="icon-quick-check-agent"></i>) to detect various issues in a document prior to submitting it for review.</p> <p><img src="./document-panels-2.png" alt="Screenshot of the Doc Info panels"></p>/tips/quality/quality-document-panel/Thu, 15 Jan 2026 09:25:08 -0400Patrick Doherty/tips/quality/quality-document-panel/<p>The panels in the <a href="/doc-info-page#doc-info-pane">Doc Info pane</a> provide a wealth of resources for interacting with a document.</p> <p>For example, you can use the (1) <strong>Document Files</strong> (<i class="far fa-file-alt"></i>) panel to view the source file, add or download a rendition, or add any relevant attachments. Additionally, you can view document access info via the (2) <strong>Sharing Settings</strong> (<i class="far fa-users"></i>) or view workflow &amp; task history via the (3) <strong>Timeline View</strong> (<i class="far fa-history"></i>) panels.</p> <p><img src="./document-panels-1.png" alt="Screenshot of the Relationships panel"></p> <p>In the (4) <a href="/quality/qualitydocs/about-quality-relationships-panel/"><strong>Quality Relationships</strong></a> (<i class="icon-ribbon-check"></i>) panel, you can view version-specific Training Requirements and associate supporting documents via Document Relationships.</p> <p><img src="./document-panels-2.png" alt="Screenshot of the Relationships panel"></p>/tips/rim/rim-document-panel/Thu, 15 Jan 2026 09:25:08 -0400Patrick Doherty/tips/rim/rim-document-panel/<p>The panels in the <a href="/doc-info-page#doc-info-pane">Doc Info pane</a> provide a wealth of resources for interacting with a document.</p> <p>For example, you can add Linked Documents and Related Email Documents in the (1) <strong>Relationships</strong> panel (<i class="far fa-code-merge"></i>), and add or download renditions and other relevant attachments in the (2) <strong>Document Files</strong> (<i class="far fa-file-alt"></i>) panel. Making use of these panels helps keep all relevant documents just a few clicks away.</p> <p><img src="./document-panels-1.png" alt="Screenshot of the Relationships panel"></p> <p>Additionally, you can view document access info via the (3) <strong>Sharing Settings</strong> (<i class="far fa-users"></i>) or view workflow &amp; task history via the (4) <strong>Timeline View</strong> (<i class="far fa-history"></i>) panels.</p> <p><img src="./document-panels-2.png" alt="Screenshot of the Relationships panel"></p>/tips/general/advanced-search/Wed, 14 Jan 2026 09:25:08 -0400Patrick Doherty/tips/general/advanced-search/<p>Can&rsquo;t find that document you know exists? <strong>Advanced Search</strong> helps you locate documents even when you only remember bits and pieces. Using it allows you to search within the title, attachments, and even the content itself.</p> <p><img src="./advanced-search-1.png" alt="Screenshot of Advanced Search icon"></p> <p>In the popup, you can search specifically for the name or number, select <strong>Include content</strong> or <strong>Include attachments</strong> to search throughout a document&rsquo;s content or attachments (respectively), or even provide an array of words that should be included in the search.</p> <p><img src="./advanced-search-2.png" alt="Screenshot highlighting search scope"></p> <p>Check out <a href="/search-filter/">Search &amp; Filter</a> for a full rundown of search in Veeva Basics.</p>/tips/general/keyboard-shortcuts/Tue, 13 Jan 2026 09:25:08 -0400Patrick Doherty/tips/general/keyboard-shortcuts/<p>Vault comes equipped with keyboard shortcuts to help you work more efficiently. Let&rsquo;s take a look at a few examples.</p> <p><strong>Copying Text</strong></p> <p>Copying text in a document is as simple as holding <strong>C</strong>, then clicking on a word. This can be useful to quickly grab something like a document number that you&rsquo;ll need to paste elsewhere.</p> <p><img src="./shortcuts-1.png" alt="Screenshot of the copy text keyboard shortcut"></p> <p><strong>Interacting with Document Metadata</strong></p> <p>You can mouseover several shortcut-supported features in Vault to see their shortcut. For example, <strong>Ctrl+Shift+E</strong> / <strong>⌘+Shift+E</strong> will toggle the document into edit mode, while <strong>Ctrl+Shift+S</strong> / <strong>⌘+Shift+S</strong> will save changes on a document that&rsquo;s already in edit mode.</p> <p><img src="./shortcuts-2.png" alt="Screenshot of the keyboard shortcut mouseover"></p> <p>Additionally, you can easily move from field to field while in edit mode with <strong>Tab</strong> (next field) and <strong>Shift+Tab</strong> (previous field).</p> <p>For more keyboard shortcuts, check out our <a href="/about-keyboard-shortcuts">dedicated page</a>.</p>/tips/rim/verify-content-plan-content/Thu, 08 Jan 2026 09:25:08 -0400Seth Morris/tips/rim/verify-content-plan-content/<p>One of the most common questions from RIM Basics support tickets is &ldquo;Why is a section missing in my content plan?&rdquo; The following steps can be followed to ensure that all necessary sections are created in your <a href="/rim/submissions/about-content-plans/">content plan</a>:</p> <ol> <li>By default, all sections are created as <strong>Inactive</strong>, so first use the <em>Show Inactive</em> button in the top right to display all sections. <img src="./verify-content-plan-1.png" alt="Screenshot of the Inactive button"></li> <li>Ensure that all relationships are added to your Submission from the Application by using the Submission Wizard. <ul> <li>Use <a href="/rim/submissions/submission-relationships/">Submission Relationships</a> to see which sections are driven by specific relationships, such as Clinical Studies and their Types/Subtypes.</li> </ul> </li> <li>If you need to update your Submission relationships due to &ldquo;missing&rdquo; sections, use the <strong>Update Content Plan</strong> action. <img src="./verify-content-plan-3.png" alt="Screenshot of the Update Content Plan button"></li> <li>You can control which relationships are used to create content plan sections with the <strong>Use for Content Planning</strong> field <ul> <li>By setting a specific relationship to <em>No</em> for this field, the system will not create the associated content plan section for that item.</li> </ul> </li> </ol> <p>For more info, download this <a href="/downloads/verify-content-plan-info.docx">document</a>.</p>/tips/general/workflow-auditing/Tue, 06 Jan 2026 09:25:08 -0400Seth Morris/tips/general/workflow-auditing/<p>When you need to understand what happened to a document, for example, who approved it, when a task was completed, or why a workflow was cancelled, the <strong>Timeline View</strong> gives you a complete picture in one place.</p> <p><img src="./timeline-view-1.png" alt="Screenshot of the Timeline View of a document in Veeva Basics"></p> <p>You can access the Timeline View via the <i class="far fa-history"></i> icon in the <a href="/about-doc-info-page/#doc-info-pane">Doc Info Pane</a>. Here, you&rsquo;ll see a detailed list of the document&rsquo;s states, workflow history, and open tasks - complete with timestamps of every action. To dig further into the history of a specific workflow, expand it and click <strong>View Workflow History Report</strong>.</p>/tips/general/viewing-document-types/Sun, 04 Jan 2026 09:25:08 -0400Rebecca Wright/tips/general/viewing-document-types/<p>Not sure which document type to use? Instead of clicking through classification combinations during upload, you can browse all available document types in one place to find the right fit. To do this, head to the Library in your Vault, find the <em>Document Types</em> filter on the left, and click <strong>View All</strong>.</p> <p><img src="./document-types-gif.gif" alt="Screenshot of a list of document types in Clinical Basics"></p>/tips/general/create-documents-via-email/Sat, 03 Jan 2026 09:25:08 -0400Patrick Doherty/tips/general/create-documents-via-email/<p>Did you know that you can create documents by forwarding emails and their attachments to your Vault&rsquo;s Document Inbox? Forwarding the email to your Vault&rsquo;s email address: <code>inbox@myvaultaddress.veevavault.com</code> will create documents from the email&rsquo;s <strong>attachments</strong> in the Document Inbox.</p> <p><img src="./document-inbox-1.png" alt="Screenshot of a document in the Document Inbox"></p> <p>In Clinical Basics Vaults, use <code>studycommunications@myvaultaddress.veevavault.com</code> to create a Study Communication Record from the <strong>body text</strong> of the email.</p> <div class="infobox not-prose bg-blue-50 dark:bg-blue-900/20 border-l-4 border-blue-500 text-blue-800 dark:text-blue-200 p-4 my-4 rounded-md"> <div class="flex items-start"> <div class="flex-shrink-0"> <i class="fas fa-info-circle mt-1"></i> </div> <div class="ml-3"> <strong class="block text-black-900 dark:text-white mb-1">Note</strong> A user&rsquo;s ability to email to vault like this depends on their permissions. Read more about required permissions and app-specific use cases in our <a href="/email-to-vault/">docs</a>. </div> </div> </div>/tips/general/preferred-tab-collection/Tue, 02 Dec 2025 09:25:08 -0400Seth Morris/tips/general/preferred-tab-collection/<p>In many Veeva Basics Vaults, there are multiple tab collections that divide functionality into various areas based on certain roles. For example, in RIM Basics, there is a &ldquo;RIM Admin&rdquo; tab collection for Admins to manage things like Users and Core Data, as well as a &ldquo;Submission Mgmt&rdquo; tab collection for End Users to work on Documents, Application, Submissions, and more.</p> <p>Your Vault Admin can set a <strong>preferred tab collection</strong> on the User level to decide which tab collection you&rsquo;d like to land on upon initial login. To do this, they need to add the Preferred Tab Collection column to the Users tab of the relevant <strong>Admin</strong> tab collection, then click into the field to select it.</p> <p><img src="./preferred-tab-collection-gif.gif" alt="Preferred landing tab setting in Veeva RIM Basics"></p> <p>Setting a preferred tab collection allows you to land directly on the tab collection most relevant to your daily work, with no extra clicks required.</p>/tips/general/save-share-views/Thu, 30 Oct 2025 09:25:08 -0400Seth Morris/tips/general/save-share-views/<p><a href="/save-view/">Saved views</a> 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.</p> <p>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.</p> <p>For example, in RIM, save a view showing <em>In Progress</em> U.S. Submissions with a <em>Planned Submission Date</em> in the next 6 months—complete with custom sorting, columns, and a custom name for the saved view.</p> <p><img src="save-views-1.png" alt="Image of saved view in Veeva Basics"></p>/tips/general/bulk-workflows-actions/Mon, 27 Oct 2025 09:25:08 -0400Seth Morris/tips/general/bulk-workflows-actions/<p>Rather than updating records one at a time, <strong>bulk actions</strong> let you apply changes to several <a href="/bulk-record-actions">documents</a> or <a href="bulk-document-actions">records</a> at once, saving significant time on repetitive tasks. You can perform a bulk action in several ways:</p> <ul> <li><strong>Cart</strong>: You can add Documents to your Cart, which will be maintained throughout login sessions until cleared/updated</li> <li><strong>Favorites</strong>: Similar to the Cart, but is also on objects and allows you to see the records in a more familiar way.</li> <li><strong>Filtered View</strong>: Apply a certain set of filters or navigate to a Saved View on either documents or objects.</li> <li><strong>Reports</strong>: Outputs from Reports can be used to perform a bulk action.</li> </ul> <p>All of these methods of performing a bulk action or workflow are available by clicking on the ellipses (<i class="fas fa-ellipsis" alt="Black Ellipsis Icon"></i>) in the top right of each applicable screen. From there, you can then further narrow down the records that need to be updated.</p> <p><img src="./bulk-actions.gif" alt="Gif of a bulk action workflow"></p>/tips/general/subscribe-tips/Fri, 24 Oct 2025 09:25:08 -0400Patrick Doherty/tips/general/subscribe-tips/<p>Stay up to date on new tips without checking Veeva Basics Help manually. Subscribing via <a href="https://rss.com/blog/how-do-rss-feeds-work/">RSS</a> delivers new Tips &amp; Tricks directly to your RSS feed reader as they&rsquo;re published.</p> <p>You can subscribe to Veeva Basics Tips &amp; Tricks using the RSS (<i class="fa-solid fa-rss"></i>) button on the <a href="/tips/">Tips &amp; Tricks homepage</a>.</p> <p><img src="./subscribe-1.png" alt="Screenshot of RSS subscription button"></p>