Learn about Vault navigation, search, documents, binders, dashboards, and more.
Vault Navigation Basics
This video provides a quick tour of Vault, including explanations of the primary navigation bar, user profile, and Admin tab access.
Search, Filters & Views
This video explains how to use search, filters, and saved custom views to find the documents you need.
Tour of Vault Home
This video helps you understand the Home (or Tasks) tab in your vault, as well as how to work with tasks and workflows.
This video provides information on creating new documents in Vault.
This video explains how to create and manage CrossLink documents.
Introduction to Binders
This video introduces binders and explains how to work with them.
This video provides information on the Export Binders feature.
Configuring & Using Binder Auto-Filing
This video explains how to configure and use Binder Auto-filing.
Using Comments & Annotations
This video explains how to create the various types of annotations and comments, including line annotations.
Using Document Links
This video provides information about the document links feature.
Bulk Document Actions
Bulk document actions let you edit fields or sharing settings for multiple documents as a single action, as well as start Read & Understood workflows. This video walks you through that process.
This video explains the first portion of report creation: selecting a report type and report format (tabular or matrix).
Building Tabular Reports
This video explains how to create a tabular report with filters and grouping.
Building Matrix Reports
This video explains how to create a matrix report with filters and grouping.
This video explains how to work with multi-pass reports.
Configuring Object Page Layout Rules
This video details how to configure and edit layout rules.
This video explains how to use the Veeva Snap iOS mobile application to capture and upload documents to Vault.
Veeva Vault Mobile Overview
This video explains how to use the Veeva Vault Mobile application for iOS and Android.