Vault Platform
Vault Platform
General Release 26R1GR
  • General Release 26R1GR
  • Limited Release 25R3.5LR
    • Vault Fundamentals
    • Common UI & Search
    • Documents
    • Objects
    • Reports & Dashboards
    • Lifecycles & Workflows
    • Mobile
    • Audit
    • Security
    • Tools
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    • Veeva AI
    • Vault Limits
    • Admin Fundamentals
    • Business Admin
    • Vault Loader
    • Logs
    • Users & Groups
    • Configuration
    • Operations
    • Deployment
    • Connections
    • Settings
    • Veeva AI
    • Vault & Domain Information
  • Veeva Vault Release Notes
  • Veeva Vault Developer Portal
    • Vault Admin Overview
    • Data Model Documentation
    • About Vault Provisioning
    • About Vault API
    • Understanding Field Inheritance
    • Using Tokens
    • Vault Usage & Performance Statistics
    • Veeva IP Addresses
      • About User Access Control
      • About License Types & Security Profiles
      • About User References
      • Single Sign-on Basics
      • Single Sign-on Details
      • Configuring Single Sign-on
      • Configuring Single Sign-on FAQ
      • Designing Checklists
      • Using the Visual Checklist Designer
      • Using the Checklist Design Loader
      • Translating Checklist Designs
      • Checklist Question & Answer Setup
      • Checklist Scoring & Weighting
      • Managing Custom Help & Support
      • About Vault Data Usage
      • Veeva Vault Domains & Domain Settings
      • Vault Certificates
      • Supported IdPs/AS for Vault Products
      • About Language & Region Settings
      • Supported Languages
      • About Vault Migrations
      • Accessing Your Vault's File Staging
      • Component Types
      • Reporting Configuration & Permissions
      • Multi-Pass Reporting
      • Configuring Union-All Reports
      • Creating Formulas in Vault
      • Vault Formula Reference Guide
      • FAQ: Process Reporting
      • Email & Messages Administration
      • Email Processing
      • 24R1 Union-All Report Type Enhancements Demo
    • Navigating the Business Admin Tab Collection
    • Configuring Form Generation
    • User Task Administration
    • Working with EDLs
      • Managing Object Records
      • About the User & Person Objects
      • Managing Products
      • Managing Countries
      • Using Bulk Object Record Actions
      • Configuring User Role Constraints
      • Document Usage Metrics
      • Managing Picklists
      • About the Document & Binder Template Page
      • Managing Document Templates
      • Creating & Managing Controlled Document Templates
      • Managing Binder Templates
      • Managing Word Formatted Output Templates
      • Managing Legacy Adobe Formatted Output Templates
      • Managing Overlays
      • Managing Audit Export Cover Pages
      • Managing Document eSignature Template
      • Managing Report Export Cover Pages
    • Vault Loader Overview
    • Document Migration Mode
    • Record Migration Mode
      • Extracting Metadata & Files
      • Creating & Updating Legacy Users
      • Creating & Updating Groups
        • Creating & Updating Documents
        • Creating & Updating Document Renditions
        • Creating Document Versions
        • Creating Documents, Versions & Roles
        • Creating & Deleting Document Attachments
        • Creating & Deleting Document Relationships
        • Assigning & Removing Users & Groups from Document Roles
        • Creating, Updating & Deleting Object Records
        • Creating & Deleting Object Record Attachments
        • Assigning & Removing Users & Groups from Object Record Roles
      • Using the Vault Loader Command Line Tool
      • Vault Loader Command Line Tool Reference
      • Vault Loader File Staging Command Line Tool Reference
    • Viewing Admin Logs
    • Document Audit Events
    • Object Audit Events
    • Collaborative Authoring Error Log
      • Creating & Managing Users
      • User Profile Administration
      • Converting User Security Policies
      • Cross-Domain Users & Authentication
      • Administering VeevaID
      • Managing Users Across Vaults
      • About Hide User Information
      • Configuring Hide User Information
      • Granting Access to Veeva Support
      • About Standard & Custom Profiles & Permission Sets
      • Managing Security Profiles & Permission Sets
      • About Permission Sets
      • Vault Owner Security Profile & Permission Set
      • Managing Permissions with User Roles
      • Creating & Managing Groups
      • About Power Delete Permission
    • Navigating the Configuration Tab
    • Configuring Planned Documents in Binder Templates
    • Configuring Attachments
    • Defining Web Actions
    • Defining Event Actions
    • Configuring Label Sets
    • EDL Administration
      • Managing Picklist Dependencies
      • Setting Fields with Formulas
      • About Lookup Fields
      • Configuring Reference Constraints
      • Global ID & Link Fields on Object Records & Documents
      • Setting Up Currency Fields
      • About Document Field Administration
      • Managing Document Fields
      • Working with Shared Fields
      • Managing Dependent Fields
      • Managing Dependent Picklists for Documents
      • Configuring Merge Fields for Microsoft Word & Excel
      • Configuring Document Types
      • Managing Document Name Defaulting
      • Managing Document Numbering
      • Configuring Controlled Document Templates
      • Configuring Document Relationship Types
      • Configuring the Document Readiness Panel
      • About the Searchable Object Fields Page
      • Configuring Document Tags
      • Configuring Document Source Tracking Settings
      • Vault Document URLs
      • Archiving Documents
      • Deleting Documents
      • Managing Document Field Layouts
      • Configuring Flag Icons
      • About Dynamic Access Control for Documents
      • Defining Document Role Permissions (Security Settings)
      • Configuring Atomic Security for Documents
      • Configuring Field-Level Security on Documents
      • Managing Rendition Types
      • Configuring Rendition Profiles
      • Protected PDF Renditions
      • Configuring Vault Objects
      • About Raw Objects
      • Configuring Raw Objects
      • About System-Managed Object Record Names
      • Setting Up Object Types
      • About Object Relationships
      • Setting Up Object Relationships With Controlling Fields
      • Configuring Document References from Objects
      • Defining User Actions for Objects
      • Configuring Record Validation Rules
      • Configuring Action Triggers
      • Managing Object eSignatures
      • About Record Merges
      • Managing Dependent Picklists For Object Records
      • Configuring Formula Fields on Objects
      • Setting Object Field Defaults
      • Deleting Object Records
      • Configuring Object Layouts
      • Configuring Layout Profiles
      • Configuring Layout Rules
      • About Dynamic Access Control for Objects
      • Configuring Custom Sharing Rules for Objects
      • Configuring Matching Sharing Rules for Objects
      • Replicating Sharing Settings from Parent Object
      • Configuring Atomic Security for Objects
      • Configuring Field-Level Security on Objects
      • Security Tree Administration
      • Defining Conditions for State Configurations
      • Configuring Lifecycle Stages
      • Defining Lifecycle State Colors
        • Defining Document Lifecycles
        • Creating & Managing Document Lifecycle Roles
        • Defining Allowed & Default Users for Document Lifecycle Roles
        • Defining Document Lifecycle States
        • About Document State Types & Special States
        • Defining Document State Entry Actions
        • Defining Document State Entry Criteria
        • Defining User Actions for Document States
        • Configuring Lifecycles to Manifest Overlays
        • Configuring Document Lifecycles to Manifest eSignatures
        • Configuring Document Expiration
        • Configuring Object Lifecycles
        • Adding & Managing Object Lifecycle Roles
        • Managing Object State Types
        • Configuring Entry Criteria, Entry Actions & User Actions for Object Lifecycle States
        • Configuring the Check Sibling Records Entry Action
        • Configuring Cancel Worklow Entry Action
      • Configuring Document Workflows
      • Configuring Auto-Start Document Workflows
      • Configuring Object Workflows
      • Configuring Auto-Start Object Workflows
      • Configuring Read & Understood Workflows
      • Legacy Workflow Administration
      • Configuring Legacy Workflow Start Options
      • Editing Legacy Workflows
      • Configuring Legacy Workflow Steps
      • Legacy Workflow Tasks & Decisions
      • Configuring Legacy Workflows: Workflow Task & Decision Steps
      • Configuring Legacy Workflows: Document Update Steps
      • Configuring Legacy Workflows: Workflow Process Steps
      • Optional Legacy Workflow Tasks
      • Advanced Legacy Workflow Role Configuration
      • Configuring Read & Understood Legacy Workflows
      • About Document Relationship Reports
      • Configuring Report Types
      • Managing Custom Views
      • Creating Custom Reporting Metrics with Formula Fields
      • Configuring Login Messages
      • Configuring Outbound Email Addresses
      • Configuring Email to Vault
      • Configuring Custom Tabs
      • Configuring Tab Collections
      • Configuring Mobile Tabs
      • Configuring Custom Pages
      • Creating Page Links
      • Configuring Checklists
      • Configuring Checklist Workflows
      • Configuring Veeva Web2PDF User Actions
      • Veeva Snap Configuration Options
      • Managing Share Actions for Vault Mobile
      • Using the Message Catalog
      • Managing Vault Java SDK Solutions
      • Configuring Report Types
      • Configuring Label Sets
      • Process Reporting (Cycle Time Calculations)
      • Configuring Object Layouts Demo
      • Configuring Action Layout Rules
      • Configuring Layout Profiles Demo
    • About the Rendition Status Page
      • Configuring Job Definitions
      • Standard Job Definitions & Types
      • Managing Job Instances & Viewing Job Status
      • Scheduled Data Exports
      • Administering SDK Job Metadata
      • Creating & Managing SDK Job Queues
      • About the Email Notification Status Page
      • About the Email Suppression List
    • Administering Pre-Production Vaults
    • Administering Sandbox Vaults
    • Administering Sandbox Snapshots
    • Generating Vault Configuration Reports
    • Using Vault Compare
    • Using Configuration Migration Packages
    • Using Test Data Packages
    • Configuration Migration Errors & Warnings
    • Creating & Managing Connections
    • Creating & Managing Vault to Vault Integrations
    • Creating & Managing Integration Rules for Connections
    • Creating & Managing Reference Lookups for Connections
    • Creating & Managing Spark Queues
      • Configuring the Quality-RIM Connection
      • Configuring the Quality-Clinical Operations Connection
      • Configuring the Quality-Safety Connection
      • Configuring the Quality-LIMS Connection
      • Configuring the RIM-Clinical Operations Connection
      • Configuring the RIM-PromoMats Connection
      • Configuring the Clinical Operations-EDC Connection
      • Configuring the PromoMats-CRM Connection
      • Configuring the Study Training-Clinical Operations Connection
      • Configuring the Safety-EDC Connection
      • Configuring the Safety-Clinical Operations Connection
      • Configuring the Safety-RIM Connection
      • Configuring the eCOA-Clinical Operations Connection
      • Configuring the RIM-Medical Connection
      • Configuring the Medical-Safety Connection
      • Configuring the Medical-CRM Connection
      • Configuring the PromoMats-Medical Connection
      • Configuring the Medical-Quality Connection
    • Managing Branding Settings
    • About the Versioning Settings Page
    • About the Person Settings Page
      • About the General Settings Page
      • Binder Administration
      • Auto-Filing Documents in Binders
      • Administrating Bulk Document Actions
      • Enabling Bulk Actions For Sharing Settings
      • Configuring Document Batch Approval
      • Enabling Cart Download Options
      • About Configuration Mode
      • Configuring CrossLinks
      • Enabling Duplicate Content Detection
      • Legal Hold Administration
      • Enabling Export All Files
      • Enabling Copy Link
      • Configuring the Glossary
      • Managing Document & Annotation Settings
      • Configuring Annotation Tagging
      • Retaining Reclassified Document Status and Numbers
      • Enabling Inline Editing
      • About the Security Settings Page
      • Configuring Send as Link
      • About Strict Security Mode
      • Sharing Rule Summary for Document Lifecycles
      • Configuring Vault File Manager
      • Configuring Collaborative Authoring
      • Migrating from Legacy to Enhanced Collaborative Authoring Configuration
      • About the Search Settings Page
      • Configuring Search Synonyms
      • Configuring Object References in Advanced Search
      • Configuring Search Collections
      • Managing Domain Settings
      • Configuring Security Policies
      • Managing Autofill Settings
      • Configuring Network Access Rules
      • Configuring SAML Profiles
      • Configuring OAuth 2.0 / OpenID Connect Profiles
      • Configuring Enterprise Login for Vault Mobile
      • Expanded Search
      • Configuring Collaborative Authoring
      • Migrating from Legacy to Enhanced Collaborative Authoring Configuration
    • Veeva AI Overview
    • Configuring Custom Agents
    • Configuring Agent Tools
    • Monitoring Agent & LLM Token Usage
    • About the Vault Information Page
    • About the Domain Information Page

Configuring Collaborative Authoring

Collaborative authoring connects Vault to Microsoft 365 to allow multiple users to edit a document at the same time using the Microsoft 365 desktop software or browser apps. This video demonstrates how to configure collaborative authoring.

Learn More

The following links provide additional information and resources about this topic:

  • Configuring Collaborative Authoring
  • Migrating from Legacy to Enhanced Collaborative Authoring Configuration
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Page last updated: Apr 16, 2026