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:
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.