Learn about Vault navigation, search, documents, binders, dashboards, and more.
Navigation & Search
Vault Navigation Fundamentals
This video provides a tour of Vault Home, including how to access My Vaults, Tab Collections, and the All Actions menu.
Search, Filters & Views
Vault uses a powerful search engine to help you find documents, object records, and attachments. You can perform basic searches from the primary search bar or carry out more detailed searches using Advanced Search. This video demonstrates how to use search and filters to find documents, object records, and attachments in your Vault.
Expanded Search
Search Collections allow users to group specific objects and documents together so that users can perform expanded searches against all of the objects in the collection. This video demonstrates how to use expanded search in Vault.
Navigating Tasks & Workflows
Within Vault Home you can read notifications, view or complete your assigned tasks, and review workflows in which you are a participant. This video demonstrates how to navigate the Home (or Tasks) tab in your Vault.
Documents & Binders
Creating Documents
Vault makes it easy to add content: upload a document from your computer, create a content placeholder, or create a document from a configured template, select the document type, and provide required document fields. This video demonstrates how to create new documents in Vault.
Creating CrossLinks
The process of creating a CrossLink is similar to uploading a new file to your Vault. The key difference is that instead of selecting a file from the local file system, you browse and select a source document from another Vault in the same domain. This video demonstrates how to create and manage CrossLink documents in your Vault.
Introduction to Binders
Binders allow you to organize and group documents in a flexible structure. This video introduces binders and how best to use them.
Exporting Binders
The Export Binder option allows you to export all documents from a binder, or a subset of those documents. This video demonstrates how to export binders.
Configuring & Using Binder Auto-Filing
To support the heavy reuse of key documents typical in many Vaults, Vault includes a flexible system for auto-filing documents into binders. This video demonstrates how to create an auto-filing binder.
Using Comments & Annotations
Vault includes robust annotation capabilities, allowing you to add or reply to annotations in your browser. This video demonstrates how to create various types of annotations and comments, including line annotations.
Using Document Links
Link Annotations and Document Links allow you to link to specific content within other documents, to your current document, to other complete documents, or to permalinks. This video demonstrates how to use document links when annotating documents.
Using Bulk Document Actions
Bulk document actions allow you to edit fields or sharing settings for multiple documents as a single action. This video demonstrates this process.
Document Viewer Context Menu
The document viewer context menu allows you to quickly access options for annotating, navigating, and viewing documents. This video demonstartes how to use the document viewer context menu.
Document Relationships
Document Relationships: No Version-Specificity
With version-specific document relationship types, you can relate specific source document versions with specific target document versions to reduce compliance risk and improve the traceability of your supporting materials. With the No Version-Specificity option, users will always see the relationship reflected as the latest version of the source document, regardless of if they are looking at the source or the target. This video shows you what this looks like in Vault.
Document Relationships: Source Version-Specific with Carry Forward
With automatic carry forward of source version-specific relationships, when you version your source document, Vault carries forward all outbound relationships to the new document version, including relationships to other versions of the same target document. This video demonstrates how to use the source version-specific with carry forward document relationship option.
Reports
Configuring Report Types
Report types define what an individual record is in a report. This video demonstrates how to configure report types.
Creating Reports
Reports help you answer important business questions about documents, workflows, and object records in your Vault. This video demonstrates how to create a report.
Introduction to Report Formats
Report formats determine if a report is tabular or matrix. This video demonstartes how to choose the best format for your report.
Building Tabular Reports
In a tabular report, each row represents an individual record: a document, document version, study, product, and so one. This video demonstrates how to create a tabular report with filters and grouping.
Building Matrix Reports
When building a matrix report, you select grouping fields for both the rows and columns. This video demonstrates how to create a matrix report with filters and grouping.
Defining Filters & Prompts
Reports with more records often take longer to run. This video demonstrates how to define filters and prompts during report creation.
Performing Calculations Across Rows with Groups
By default, a matrix report counts the number of records that match the criteria defined by the column and row fields. This video demonstrates how to select grouping fields and define summary calculations.
Combining Report Prompts
Setting the Combine Report Prompts checkbox under Advanced Options allows Vault to combine report prompts with the same object, label, operator, and data type into one prompt, simplifying repetitive filters in complex tabular and Multi-Pass reports. This video demonstrates how to use the Combine Report Prompts option.
Dashboard Resizing
Dashboards provide an at-a-glance understanding of key metrics. This video demonstartes how to resize dashboards.
Table Charts
Users can create a dashboard component that shows a table chart. This video demonstrates how to use table charts when creating dashboards.
Custom Formatting with Excel Templates
You can create report templates in Microsoft Excel and use them to export, analyze, and share Vault reports. This video demonstrates how to create custom formatting within an excel template.
Building Multi-Pass Reports
Multi-Pass reporting allows you to construct reports that span further across a data model by joining multiple reports together. A Multi-Pass report is a combination of reports, matched on related object fields or object reference fields. Multi-Pass reports support both tabular and matrix formatting. This video demonstrates how to create multi-pass reports.
Action Layouts
Configuring Action Layout Profiles
Layout profiles control the object layouts a user can see when viewing an object record detail page. This video details how to configure and edit action layout rules.
Configuring Action Layout Rules
Layout rules streamline the data entry process by dynamically hiding irrelevant fields, sections, pages, and layouts on an object record detail page based on business needs. This video demonstrates how to use layout rules in Vault.
Collaborative Authoring
Configuring Collaborative Authoring
Collaborative authoring connects Vault to Microsoft 365 to allow multiple users to edit a document at the same time using the Microsoft 365 desktop software or browser apps. This video demonstrates how to configure collaborative authoring.
Migrating from Legacy to Enhanced Collaborative Authoring Configuration
The enhanced collaborative authoring configuration allows Admins to configure collaborative authoring without requiring a Microsoft 365 service account. We recommend that customers with collaborative authoring configured prior to 25R1 migrate from the legacy configuration to the enhanced configuration. This video demonstrates how to migrate from the legacy to enhanced collaborative authoring configuration.
Vault Client Applications
Vault Mobile Overview
This video explains how to use the Vault Mobile application for iOS and Android: