Platform
Platform
Limited Release 25R3.5
LR
General Release 26R1
GR
Limited Release 25R3.5
LR
Using Vault
Vault Fundamentals
Common UI & Search
Documents
Objects
Reports & Dashboards
Lifecycles & Workflows
Mobile
Audit
Security
Tools
Connections
Veeva AI
Vault Limits
Administering Vault
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
Administering Vault
Admin Fundamentals
Vault Admin Overview
Data Model Documentation
About Vault Provisioning
About Vault API
Understanding Field Inheritance
Using Tokens
Vault Usage & Performance Statistics
Veeva IP Addresses
User Access & References
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
Checklists
Designing Checklists
Using the Visual Checklist Designer
Using the Checklist Design Loader
Translating Checklist Designs
Checklist Question & Answer Setup
Checklist Scoring & Weighting
Admin Settings & Information
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
Migration
About Vault Migrations
Accessing Your Vault's File Staging
Component Types
Reports
Reporting Configuration & Permissions
Multi-Pass Reporting
Configuring Union-All Reports
Vault Formulas
Creating Formulas in Vault
Vault Formula Reference Guide
FAQ: Process Reporting
Emails & Notifications
Email & Messages Administration
Email Processing
Related Videos
24R1 Union-All Report Type Enhancements Demo
Business Admin
Navigating the Business Admin Tab Collection
Configuring Form Generation
User Task Administration
Working with EDLs
Objects
Managing Object Records
About the User & Person Objects
Managing Products
Managing Countries
Using Bulk Object Record Actions
Configuring User Role Constraints
Document Usage Metrics
Picklists
Managing Picklists
Templates
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
Vault Loader Overview
Document Migration Mode
Record Migration Mode
Extract Actions
Extracting Metadata & Files
Load Actions
Creating & Updating Legacy Users
Creating & Updating Groups
Documents
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
Objects
Creating, Updating & Deleting Object Records
Creating & Deleting Object Record Attachments
Assigning & Removing Users & Groups from Object Record Roles
Command Line Tool
Using the Vault Loader Command Line Tool
Vault Loader Command Line Tool Reference
Vault Loader File Staging Command Line Tool Reference
Logs
Viewing Admin Logs
Document Audit Events
Object Audit Events
Collaborative Authoring Error Log
Users & Groups
User Records
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
Security
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
Configuration
Navigating the Configuration Tab
Configuring Planned Documents in Binder Templates
Configuring Attachments
Defining Web Actions
Defining Event Actions
Configuring Label Sets
EDL Administration
Field Options
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
Documents
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
Document Layouts
Managing Document Field Layouts
Configuring Flag Icons
Document Security
About Dynamic Access Control for Documents
Defining Document Role Permissions (Security Settings)
Configuring Atomic Security for Documents
Configuring Field-Level Security on Documents
Renditions
Managing Rendition Types
Configuring Rendition Profiles
Protected PDF Renditions
Objects
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
Object Layouts
Configuring Object Layouts
Configuring Layout Profiles
Configuring Layout Rules
Object Security
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
Lifecycles
Defining Conditions for State Configurations
Configuring Lifecycle Stages
Defining Lifecycle State Colors
Document Lifecycles
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
Object Lifecycles
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
Workflows
Configuring Document Workflows
Configuring Auto-Start Document Workflows
Configuring Object Workflows
Configuring Auto-Start Object Workflows
Configuring Read & Understood Workflows
Legacy 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
Reports
About Document Relationship Reports
Configuring Report Types
Managing Custom Views
Creating Custom Reporting Metrics with Formula Fields
Email & Notifications
Configuring Login Messages
Configuring Outbound Email Addresses
Configuring Email to Vault
Tabs, Pages & Collections
Configuring Custom Tabs
Configuring Tab Collections
Configuring Mobile Tabs
Configuring Custom Pages
Creating Page Links
Checklists
Configuring Checklists
Configuring Checklist Workflows
Additional Tools
Configuring Veeva Web2PDF User Actions
Veeva Snap Configuration Options
Managing Share Actions for Vault Mobile
Vault Java SDK
Using the Message Catalog
Managing Vault Java SDK Solutions
Related Videos
Configuring Report Types
Configuring Label Sets
Process Reporting (Cycle Time Calculations)
Configuring Object Layouts Demo
Configuring Action Layout Rules
Configuring Layout Profiles Demo
Operations
About the Rendition Status Page
Jobs
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
Email
About the Email Notification Status Page
About the Email Suppression List
Deployment
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
Connections
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
Vault to Vault Connections
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
Settings
Managing Branding Settings
About the Versioning Settings Page
About the Person Settings Page
General Settings
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
Security Settings
About the Security Settings Page
Configuring Send as Link
About Strict Security Mode
Sharing Rule Summary for Document Lifecycles
Checkout Settings
Configuring Vault File Manager
Configuring Collaborative Authoring
Migrating from Legacy to Enhanced Collaborative Authoring Configuration
Search Settings
About the Search Settings Page
Configuring Search Synonyms
Configuring Object References in Advanced Search
Configuring Search Collections
Domain Settings
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
Related Videos
Expanded Search
Configuring Collaborative Authoring
Migrating from Legacy to Enhanced Collaborative Authoring Configuration
Veeva AI
Veeva AI Overview
Configuring Custom Agents
Configuring Agent Tools
Monitoring Agent & LLM Token Usage
Vault & Domain Information
About the Vault Information Page
About the Domain Information Page
Union-All Report Type Enhancements