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How to Export Sources to Veeva

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Written by Amy Chen

CoAuthor can send sources from your project back to Veeva Vault as brand-new Vault documents, giving your team a single, traceable record of source material across both systems. This integration must be enabled by your administrator.

Note: Exporting creates a new document in Vault using the content and metadata from CoAuthor. The original CoAuthor source remains unchanged.

Exporting as a new Document

  1. Login to CoAuthor.

  2. Navigate to the project where the source is located.

  3. Navigate to the Sources tab.

  4. In the Actions column of the source, click the ... menu next to your document and select Export to Veeva.

  5. Click Export.

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