You can send your eWizard item as PDF to Veeva Vault for approval. The resulting PDF document in Veeva Vault features all required metadata, linkage, and renditions.
To publish your item, select Veeva Vault as PDF for approval on the target system selection page and click NEXT
. Then sign in to your Veeva Vault account and select the required environment.
You can publish your item as a new document or update the existing Veeva Vault document.
Contact your administrator to set updating of existing documents as a default publication flow.
Publish as a new document
On the
PREPARATION
page, selectPublish as new
.Select the following checkboxes, where applicable:
Highlight modules to single out Veeva Vault modules, their statuses, and changes applied to them in the resulting PDF document.
Include subject and teaser lines to include the subject and teaser in the PDF of your email.
Include mobile view to publish your email both in desktop and mobile view.
Add outbound links to include the
Outbound links
page with the list of all item links in the resulting PDF document.
Click
NEXT
.Fill in the metadata fields and click
NEXT
.If your email contains linked email fragments, the
FRAGMENTS
step is added. Here, you can fill in the metadata fields for Library fragments. After the email publication, you can find Library fragments linked to the resulting document in Veeva Vault.Check the publication summary and click
PUBLISH
.
On the bottom bar, click the progress indicator to track the publication process. After successful completion, use the following controls:
OPEN IN LIBRARY
to view your item details.OPEN IN VEEVA VAULT
to view your item in Veeva Vault as a PDF document.
For the failed publication, click the progress indicator to view the error report under . You can copy and email the error details to eWizard Support for assistance.
Update an existing document
On the
PREPARATION
page, selectUpdate existing document
.Enter the name or number of a target Veeva Vault document.
When republishing the same content item, the system notifies you of the name (number) and status of this Veeva Vault document.
To configure the search for available Veeva Vault document types by name, contact the administrator.
Select the following checkboxes if required:
Highlight modules to single out Veeva Vault modules, their statuses, and changes applied to them in the resulting PDF document.
Production Proof Rendition to add your eWizard item as a reference to the selected Veeva Vault document. You can find it in the
Renditions
section in Veeva Vault. In this case, the selected document and its metadata aren't changed in Veeva Vault. To update the document, clear the checkbox.Include subject and teaser lines to include the subject and teaser in the PDF of your email.
Publish fragments only for emails containing the modified Library fragments. The checkbox is selected by default. Clear the checkbox to update the email and the linked Library fragments.
Add outbound links to include the
Outbound links
page with the list of all item links in the resulting PDF document.
Click
NEXT
.On the
DETAILS
step, the metadata fields are automatically completed with the values inherited from the target Veeva Vault document.You can view its status and number on the left of the page. To keep the current document status after its updating, select the
Retain Veeva Vault status
checkbox. When it's cleared, the document status is reset in Veeva Vault.Click
NEXT
.If your email contains email fragments, the
FRAGMENTS
step is added. Here, you can:Change metadata for modified Library fragments. The
Update fragment in Veeva Vault
checkbox is selected by default to update the fragment in the target system and restart the MLR approval process.Fill in the metadata fields for the newly added Library fragments.
Check the publication summary and click
PUBLISH
.After initiating publication, you can track its progress with the percentage indicator on the bottom bar. Click it to view all the steps in detail.
When your publication is successfully complete, use the following controls:
OPEN IN MY LIBRARY
to view your item details.SHOW IN VEEVA VAULT
to open your item in Veeva Vault as an interactive document.
For the failed publication, click on the
SUMMARY
step to view the error report. You can copy and email the error details to eWizard Support for assistance.