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.

Adding Documents

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.

Exporting Binders

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.

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.

Report Basics

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.

Configuring Object Page Layout Rules

This video details how to configure and edit layout rules.

Veeva Snap

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.