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Veeva Snap uploads your document to the location in Vault specified in the email template. To do this, an Admin configures an email template in your Vault to include a link to Veeva Snap, and Vault sends the email when a document is needed.įrom your device, click the URL in the email to launch Veeva Snap and upload your captured document. You can upload a captured document as a source file for a placeholder document, as a new version of an existing Vault document, or as an attachment to a Vault document or object record by opening Veeva Snap from a specially formatted URL. Upload Process for Placeholders, New Versions & Attachments Once documents are uploaded, Vault treats them like any other Unclassified document. As soon as the upload is complete, Veeva Snap deletes the captured source files from your device. Upload Process for Captured DocumentsĪfter you capture your document source files, Veeva Snap uploads them to the Vault of your choice and creates Unclassified documents.

You’ll need to enter your PIN code each time that you open the app, for example, after you switch apps or lock and unlock your device. You’ll only need an internet connection again when you’re ready to upload the document to your Vault.

Your PIN code lets you log on to Veeva Snap without an internet connection and work entirely offline until you are ready to upload your document. Enter your desired PIN code, and then re-enter it to confirm.

The first time that you log in, Veeva Snap will ask you to create a 4-digit PIN code. See Veeva Snap Configuration Options for information about configuring Veeva Snap to work with your corporate identity system.

You can revise these settings for individual documents before uploading or change your default settings later. On the Settings page, set up a Document Name Prefix, Destination Vault, and Default Filter.Veeva Snap prompts you to set a PIN code.If your Vault uses Single Sign-on (SSO), Veeva Snap redirects to the identity provider’s login page. You will need a WIFI or data connection to authenticate. Enter your login credentials and tap Login.

Using your mobile device (iPad, iPhone, or iPod Touch), open the App Store and install Veeva Snap.To install and set up Veeva Snap on your device: Veeva Snap automatically wipes uploaded documents from your device after upload, so you don’t have to worry about compromising sensitive information, either. When using Veeva Snap, you don’t need a copy machine or a scanner the ability to digitize documents is as close as your mobile phone, even when you’re offline. Veeva Snap is a mobile application for iOS devices (iPad, iPhone, and iPod Touch) that allows you to scan and upload documents to your Vaults using your device’s camera. Sharing Documents to Vault from a Mobile Device Viewing and Sharing Documents in Veeva Vault Mobile Using Bulk Document Actions For Sharing Settings

Working with Read & Understood Document WorkflowsĪbout the Unmodified Source Rendition FileĪbout Viewable Renditions for Hangul Word ProcessorĪbout Dynamic Access Control for the User ObjectĬhanging Your Profile, Password & Notifications Using Merge Fields for Microsoft Word & ExcelĪccepting & Completing Document Workflow Tasks

Using Collaborative Authoring with Microsoft Office

Navigating to Destinations in the Document Viewer About the Action Bar and All Actions MenuĪbout Bring Forward Linked Document RelationshipsĪbout Collaborative Authoring with Microsoft OfficeĪbout Version-Specific Document RelationshipsĪdding, Editing & Working with CrossLinksĪuto-Populating Fields in Binder ComponentsĮxporting Binders with the Java Applet (Deprecated)

#Veeva vault login code

#Veeva vault login Offline

#Veeva vault login install

#Veeva vault login password