With the Edit in eWizard option, you can edit or localize Veeva Vault documents in eWizard. For this, your Veeva Vault document must meet any of the following requirements:
• Be an eWizard item previously published to Veeva Vault
• Be a document linked to a NaviGate channel as the external material
Edit in eWizard can be configured for a specific document status. It's available for the Global Manager, Local Brand Manager, and Agency user roles.
Any changes made with the Edit in eWizard option appear in Veeva Vault upon another publication of this item.
To edit a Veeva Vault document in eWizard:
1. Go to the document information page in Veeva Vault.
2. Open the actions menu. Click Edit in eWizard.
Non-owners permitted to edit a document in Veeva Vault keep their Editor permission in eWizard once they apply Edit in eWizard to this document.
3. Sign in to eWizard, if required.
4. In the Edit in eWizard pop-up, click CONTINUE.
5. Edit the item in eWizard.
6. Publish your modified item to Veeva Vault to update the initial Veeva Vault document.
Contact the administrator to configure the creation of localization copies from the last version of the eWizard content item published to Veeva Vault PromoMats.
Localization with Edit in eWizard
To localize a Veeva Vault document in eWizard:
1. Go to the document information page in Veeva Vault.
2. Open the actions menu. Click Make a copy.
3. Set the required country and language for the document copy.
4. Click SAVE.
5. Open the actions menu of the document copy. Click Edit in eWizard.
6. In the Edit in eWizard pop-up, click CONTINUE.
As a result, a copy of the following version of the original eWizard content item appears in My library:
For Veeva Vault PDF document related to interactive document—the last version published to Veeva Vault interactive.
For Veeva Vault PDF document related to multiple interactive documents—the eWizard content item last published to Veeva Vault interactive.
For Veeva Vault PromoMats PDF document not related to any interactive document—the last version published to Veeva Vault as PDF for approval.
For Veeva Vault PromoMats interactive document—the last version published to Veeva Vault interactive.
7. Localize the item in eWizard.
8. Publish your localized item to Veeva Vault to update the localization copy created in Step 2.
Modules
When you publish:
A localized module, the module Approval Document is updated and the Content Module object is created in Veeva Vault PromoMats.
A modified module copy, the metadata fields on the
DETAILSstep are automatically populated with values inherited from the parent document in Veeva Vault PromoMats. Applicable to content items published to the target system for the first time.
Contact eWizard Support to set up the linkage between the localized module you publish to Veeva Vault PromoMats and the initial module copy in Veeva Vault PromoMats you've created for localization.
You can ask eWizard Support to set up a linkage between the localized module you publish to Veeva Vault and the initial Veeva Vault module copy you've created for localization.