ApprovedDocuments
Contains records of documents that have been officially approved through Vault's document lifecycle processes. Includes metadata such as approval status, version history, and related workflows.
Columns
| Name | Type | ReadOnly | Description |
| ID [KEY] | String | True |
Unique identifier for the approved document record within the system, typically auto-generated and used as a primary key. |
| Approved Document Type | String | True |
Specifies the object type of the approved document, as defined by Vault's object model. Commonly reflects the classification or template used. |
| Global ID | String | True |
System-generated identifier used to uniquely represent the document across all Vault instances and integrations. |
| Link | String | False |
System URL link that provides direct access to view or download the approved document in Vault. |
| Approved Document Name | String | False |
The official name or title of the approved document, typically stored in the 'name__v' field in Vault. |
| Status | String | False |
Indicates the current approval or workflow status of the document, such as Draft, Approved, or Obsolete. |
| Created By | String | True |
The username or system identifier of the user who initially created the document entry in Vault. |
| Created Date | Datetime | True |
The timestamp indicating when the document record was first created in Vault. |
| Last Modified By | String | True |
The username or identifier of the last user who updated the document entry. |
| Last Modified Date | Datetime | True |
The timestamp of the most recent modification made to the document record. |
| Allow Any Product Fragment | Bool | False |
Specifies whether the document can be associated with any product fragment without restriction. When set to true, all fragments are permitted. |
| Allowed Document IDs | String | False |
A comma-separated list of Vault document IDs that are explicitly allowed for association or referencing. Format: id1, id2, id3. |
| Audience | String | False |
Defines the intended audience for the document, which can include specific roles, territories, or user groups. |
| Bcc | String | False |
List of users or groups to be blind carbon copied when the document is distributed. Stored as a comma-separated string. |
| Check Consent | String | False |
Indicates whether consent validation is required before distributing or displaying the document to users. |
| Description | String | False |
A detailed textual description of the document's contents, purpose, or context as defined by the owner or creator. |
| Document Host | String | False |
The fully qualified URL of the host or server that stores the approved document, typically external to Vault. |
| Veeva External ID | String | False |
External identifier assigned to the document for integration with external systems. Often aligns with a source system's reference. |
| Last Modified in Vault | Datetime | False |
The date and time when the document metadata or content was last updated within Veeva Vault specifically. |
| Insert Documents | Bool | False |
Indicates whether documents can be included as attachments or links in outbound emails. This setting governs whether document distribution via email is permitted. |
| Email Domain | String | False |
Specifies the domain used in the sender's email address when distributing approved content, such as @pharma-company.com. |
| From Address | String | False |
The email address that appears in the 'From' field of outbound communications containing approved documents. This is used to indicate the source of the message. |
| From Name | String | False |
The display name shown in the 'From' field of outgoing emails. This is typically represents a department, brand, or user responsible for the email. |
| Reply to Address | String | False |
The email address that recipients should reply to when responding to emails with approved documents. This can differ from the sender address for routing purposes. |
| Reply to Name | String | False |
The display name that accompanies the 'Reply-To' address in the email header. Helps clarify the intended contact for replies. |
| Subject | String | False |
The subject line used in emails distributing approved documents. This is typically includes campaign-specific or document-specific context to inform recipients. |
| Email Footer Document ID | String | False |
The Vault document ID referencing the footer fragment used in email templates. Commonly contains legal disclaimers, opt-out information, or branding. |
| Engage Document Id | String | False |
The document ID used within Veeva Engage for remote detailing or rep-triggered email. Connects this record to its Engage content counterpart. |
| Events Management Subtype | String | False |
Indicates the specific subtype of an events management scenario that this approved document is associated with. Helps categorize document usage in event contexts. |
| ISI Document ID | String | False |
The document ID for the Important Safety Information (ISI) document that must accompany promotional content. Required for compliance. |
| Other Document IDs | String | False |
A comma-separated list of Vault document IDs representing additional supporting documents associated with the approved content (for example, 12345, 23456, 34567). |
| PI Document ID | String | False |
The document ID of the Prescribing Information (PI) file that provides essential medical guidance and must accompany certain promotional assets. |
| Piece Document ID | String | False |
The document ID of the primary promotional piece. Serves as the anchor document for the rest of the content in this record. |
| Publish Method | String | False |
Specifies how the approved document is distributed, such as email, download link, or embedded content. Controls the method of delivery. |
| Approved Document Status | String | False |
Represents the workflow status of the approved document within Vault (for example, Approved, In Review, or Retired). |
| Territory | String | False |
Identifies the sales or regulatory territory for which the approved content is authorized. This is used to enforce geographical compliance rules. |
| Document ID | String | False |
The unique identifier for the document within Vault. Links this record to the actual document stored in the Vault platform. |
| Vault ID | String | False |
The identifier of the specific Vault instance where the document resides. This is useful in multi-instance environments or integrations. |
| Content Type | String | False |
Describes the category or classification of the approved content, such as Email Template, Sales Aid, or PI Document. |
| Product Group | String | False |
References the product detail group associated with the approved document, used to classify content under a specific therapeutic or promotional group within the Veeva Vault environment. |
| Key Message | String | False |
Points to the approved key message linked to this document, which is typically a standardized, regulatory-compliant communication used in marketing or sales materials. |
| Product | String | False |
Identifies the primary product that this approved document supports or promotes, aligned with commercial or medical messaging strategies. |
| Survey | String | False |
Indicates the survey or feedback mechanism related to this document, often used to assess message recall or HCP engagement. |
| Owner | String | False |
Specifies the user ID of the Vault owner responsible for this document, generally the person accountable for content management or lifecycle control. |
| Legacy CRM Id | String | False |
Contains the identifier used in legacy Customer Relationship Management (CRM) systems to associate this document with historical records, supporting system migrations and data lineage. |
| Veeva Content | String | False |
Flag or reference indicating whether the content is Veeva-managed, enabling integration with downstream modules such as CLM or Vault PromoMats. |
| Content Target Platform | String | False |
Denotes the intended platform(s) for document deployment such as CRM, Approved Email, or external channels like websites or apps. |
| Language | String | False |
Indicates the language in which the document content is authored, ensuring correct localization and regulatory compliance for international markets. |
| Hidden? | Bool | False |
Boolean flag indicating whether this document is hidden from general user access or reporting views, often used for archival or admin-only content. |
| Is Email Builder | Bool | False |
Specifies whether this document is enabled for use in the Veeva Email Builder tool, allowing modular email content assembly. |
| Email Builder | String | False |
References the specific email builder configuration associated with this document, such as a template or content block used in multichannel campaigns. |
| Trigger Timestamp | Datetime | False |
Captures the date and time when the document was last activated or triggered by an automated or manual workflow event. |
| Email Fragment HTML | String | False |
Path or identifier for the HTML file used as an email content fragment, designed for modular reuse within Veeva Approved Email. |
| Email HTML | String | False |
Path or identifier for the main HTML file representing the complete email body that gets sent to recipients through Veeva systems. |
| Email Footer HTML | String | False |
Path or identifier for the HTML file used as the email footer fragment, containing regulatory disclaimers, contact info, or unsubscribe links. |