Advanz Doc Management PDF
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Summary
This document provides instructions for document management using Veeva Vault PromoMats, covering topics like changing document owners and adding/changing document roles. It's a step-by-step guide.
Full Transcript
Document Management Veeva Vault PromoMats Document Upload 1 Change Document Owner Veeva Vault PromoMats Document Upload 2 Change Document Owner – Document Upload...
Document Management Veeva Vault PromoMats Document Upload 1 Change Document Owner Veeva Vault PromoMats Document Upload 2 Change Document Owner – Document Upload 1 How to Change Document Owner To change* document ownership in Veeva Vault PromoMats, access the document: 1. Click on the Sharing Settings tab and click on the +Add button. 2 2. Select the Role = Owner, then select which user should be the owner of the document in the Users and Groups field, lastly click Save to change the document ownership. *Only the current Owner of the document can 3 change the ownership. Add or Change Document Role Veeva Vault PromoMats Document Upload 4 Add or Change Document Role – Document Upload 1 How to Add or Change Document Role To add or change* document role in Veeva Vault PromoMats, access the document: 1. Click on the Sharing Settings tab and click on the +Add button. 2 2. Select which role to add or change, then select which user(s) should be in the role in the Users and Groups field, lastly click Save to add/change document role. *Only the current Owner of the document can add or change document roles. 5
