Setting up Veeva Vault Quality Docs as a Source

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Access Required

Guru Access: You need to be an Admin, Source Creator, or relevant custom role to set up Sources

Veeva Vault Access: The authenticating user must have access to the Veeva Vault instance and permission to view the Quality Docs you want to sync.

Setting up Veeva Vault Quality Docs as a Source

1. In Guru, go to Manage.
2. Select Sources, then click Add Source.
3. Choose Veeva Vault Quality Docs from the list of integrations.
4. Authenticate using your Veeva Vault credentials:
   • Enter your username and password
   • Provide your Veeva Vault domain information
5. Configure document selection criteria (documents must meet one of these conditions):
   • Documents with Lifecycle = "Draft to Effective Lifecycle" AND Status = "Effective"
   • Documents with Lifecycle = "Draft to Approved Lifecycle" AND Status = "Approved"
6. Add a display name for the Source (optional) and click Connect Source.
7. Assign which Guru Groups should have access to this content.

Objects synced from Veeva Vault Quality Docs

Documents with Lifecycle = "Draft to Effective Lifecycle" AND Status = "Effective"

Documents with Lifecycle = "Draft to Approved Lifecycle" AND Status = "Approved"

Permissions

• When you connect Veeva Vault Quality Docs as a source in Guru, you'll permission that content in Guru. Learn more here.
• If someone is not provided with access in Guru to this source, they will not see Veeva Vault Quality Docs results in searches or when chatting with Guru.