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Linking external materials to NaviGate channels
Linking external materials to NaviGate channels

Link related documents from Veeva Vault to your channels in NaviGate

Anna Voloshchuk avatar
Written by Anna Voloshchuk
Updated over 2 months ago

eWizard NaviGate allows you to link NaviGate channels with external materials—Veeva Vault documents related to your channel. You can find the link to the attached Veeva Vault document on the channel OVERVIEW page.

To add the required external material to the NaviGate channel:

1. Select a channel on the CHANNELS, TEMPLATES, or MY LIST tab.

2. Unfold the channel more options and click Manage external materials.

The External materials pop-up appears.

3. Fill in the metadata fields. Click SAVE.

Emails and email fragments

If you convert a Veeva Vault document, the resulting channel in NaviGate is automatically linked with the related external material.

After adding the external material to the channel, you can find the link to it on the channel OVERVIEW page. Click the link in the External materials field to view the document in Veeva Vault PromoMats.

PDF external materials

The status change of the PDF document in Veeva Vault PromoMats triggers the status sync with the linked channel in NaviGate. The status of the external material is displayed to the right of the workflow status.

To unlink the added external material:

1. Select the required channel.

To find the NaviGate channel with the added materials, enter the Veeva Vault document number or ID in the Search field on the fixed header.

2. Unfold the channel more options and select Manage external materials.

3. Click UNLINK & SAVE in the External materials pop-up that appears.

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