Vault CDMS for All Users

The topics below will help Alls, and users in similar roles, get started using Vault :

Accessing Vault Community

Veeva loves to get product enhancement ideas and feedback from users. You can provide feedback through Vault Community, which is accessible from inside Vault:

Exporting to PDF

In Vault EDC, you can export your subject’s Casebook to a PDF to print, use as a reference, etc.

Logging into Vault

Vault provides a few ways to log in:

Searching in Vault EDC

Vault EDC uses a powerful search engine to help you find object records in your vault. You can perform basic searches from the primary search...

Changing Your Profile, Password & Notifications

From your user profile, you can update profile information like your title or phone number and change your password. Admins can also manage your user...

Using My Vaults

My Vaults provides valuable tools for multi-vault domains and cross-domain users, enabling you to find documents more quickly and see open tasks across your vaults. This...

Ways to Get Help

We’d like to make it easy for you to find the help you need and to give us feedback.  Here are different ways to find...

Using Report Filters

Filters narrow the scope of your report. There are two kinds of filters: standard and run-time. Most document and object fields are available as filters....

Creating & Editing Reports

Reports help you answer important business questions about workflows and object records in your vault. For example, a report could help you identify:

Creating & Editing Dashboards

Dashboards provide an at-a-glance understanding of key metrics. Each dashboard contains one or more dashboard components and each component displays metrics from a report.

Vault EDC Persona Dashboards

Vault EDC leverages the Vault Platform to provide dashboard capabilities for operational metrics. Veeva provides standard dashboards (EDC-only) that you can use to view operational...

Viewing & Sharing Dashboards

Dashboards provide an at-a-glance understanding of key metrics. Each dashboard contains one or more dashboard components and each component displays metrics from a report. The...

Working with Flash Reports

Flash reports give you the option to schedule reports on a daily, weekly, or monthly frequency and distribute them to users with the Owner, Editor,...

Reporting Overview

Vault reports make it easy to answer important business questions about your vault. You can use reports to organize, analyze, and share any data related...

Sharing, Exporting & Copying Reports

With reports, you can organize and analyze data related to data and processes in your vault. This article teaches you how to export, share, and...

Viewing Reports

Once you’ve created a report or another user has shared a report with you, you can view the report.

Casebook Versioning

Once a clinical programmer finishes designing a Study and its Casebook Definition, that Casebook Definition is the first casebook version. When changes are required for...

Vault EDC

Pharmaceutical, biotech, medical products companies, and clinical research organizations can better manage their clinical trials using Veeva Vault EDC, a modern, cloud-based electronic data capture...

Coder by Application Role

What features and functions are available to you in Vault Coder varies by your application role. If you don’t know which role you have in...

Vault EDC by Application Role

What features and functions are available to you in Vault EDC varies by your application role. If you don’t know which role you have in...

Role-Based Help

You can use the pages below to see a list of help topics specific to your role in Vault.

About Vault Releases

Many customers have questions about how the Vault release timing works. The information below should help you understand the differences between general release and limited release vaults,...

Supported Browsers & Settings

We test the following browsers to ensure that all features of Vault work well. Vault may work with other browsers, but we recommend that you...

Supported Languages

Vault’s UI translations provide localized strings for all non-configurable or static text that appears in the UI and allows Admins to provide translations for...