Step-by-Step Guide Content Owner: Creates Document Placeholder
B P
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13 steps
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38 seconds
Veevavault
1
Content Owner: Click the blue buttom "+Create", then select "Document"
2
Click this radio button and select "Placeholder"
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Click "Continue"
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Click this button.
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Select the type from dropdown: Material
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Select Subtype from dropdown.
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Click "OK"
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Click "Next"
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Complete the documents field information. (Yellow fields are mandatory, white are optional)
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Click "Save"
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To send to Agency, click the arrow button.
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Click "Send to Content Creator / Agency"
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Select participants and the task due date. Click "Start"