Veeva Vault (Interactive)

To publish the item to Veeva Vault as interactive, perform the first steps and proceed to the following:

1. Choose Send for distribution (interactive) on the target system selection page:

2. to your Veeva Vault account and select the environment in the pop-up that appears.

The publishing preparation page opens.

It's recommended to publish the email and its associated modules, if any, as PDF for approval first and then proceed with the interactive publication.

3. Follow the links in the pop-up that appears to publish the email and its associated modules as a PDF for approval, if it hasn't been done previously:

4. Then, click CONTINUE AS IS.

5. Select the required option:

• Publish as a new email to publish the email as new to Veeva Vault.

• Update the existing email to overwrite the target Veeva Vault document with the new one. For this, enter the Veeva Vault document title or number in the dedicated field that appears.

6. Fill in the metadata fields and click NEXT:

Insert the Veeva Vault document number to the Related Material Document field to link the item with any document previously published to Veeva Vault as PDF. As a result, the metadata fields are automatically filled in with the metadata of the published PDF document.

7. Check the publishing summary and click PUBLISH:

After successful publication, follow the link to the published item in the follow-up email notification.