Learn about Vault navigation, search, documents, binders, dashboards, and more.
This video provides a quick tour of Vault, including explanations of the primary navigation bar, user profile, and Admin tab access.
This video explains how to use search, filters, and saved custom views to find the documents you need.
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.
This video introduces binders and explains how to work with them.
This video provides information on the Export Binders feature.
This video explains how to configure and use Binder Auto-filing.
This video explains how to create the various types of annotations and comments, including line annotations.
This video provides information about the document links feature.
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).
This video explains how to create a tabular report with filters and grouping.
This video explains how to create a matrix report with filters and grouping.
This video explains how to work with multi-pass reports.
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.
This video explains how to use the Veeva Vault Mobile application for iOS and Android.