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

• Create another Web Action with the following fields and click save

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