Verify x Veeva Vault Configuration Process
Vault Configuration
The following Vault configurations need to be performed in order to add the necessary Web Actions to send files to Verify.
Web Actions Configurations
Login as an admin and navigate to the admin section
Click on Configuration
Click on Web Actions
Click on Create
Fill out the dialog with the following fields and click save
Field | Value |
Label | Compare to Previous Version |
Target | Open in New Window |
URL |
|
Create another Web Action with the following fields and click save
Field | Value |
Label | Send to Verify |
Target | Open in New Window |
URL |
|
Document Lifecycle
Login as an admin and navigate to the admin section
Click on Configuration
Click on Document Lifecycle
Click on General (or the relevant Lifecycle for the use case)
Click on States
Select Draft (or any other state that you would like to add the workflow to)
Select the User Actions tab
Click Edit
At the bottom, click on Create Rule
In the dropdown, select Web Action
Another dropdown will appear once Web Action is selected. In the new dropdown select Compare to Previous Version
Click Add Action
Repeat the previous steps with the following information
Click Save