# Video Tutorials

Learn about Vault navigation, search, documents, binders, dashboards, and more.

## Navigation & Search


### Vault Navigation Fundamentals {#vault-navigation-fundamentals}


This video provides a tour of Vault Home, including how to access _My Vaults_, _Tab Collections_, and the _All Actions_ menu.
<video controls width=860 height =504 poster="https://platform.veevavault.help/assets/images/posters/2025-vault-navigation-fundamentals.png" preload="metadata">
    <source src="https://platform.veevavault.help/108e9b1d-559c-4d48-918b-1e4c5b5a533c/5c79cc19-ece7-4e19-827e-af0c63da843f/5c79cc19-ece7-4e19-827e-af0c63da843f_source__v.mp4" type="video/mp4" >
    
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    </video>

[Details](/en/lr/676767/)



### Search, Filters & Views {#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.
<video controls width=860 height =504 poster="https://platform.veevavault.help/assets/images/posters/2025-search-filters-and-views.png" preload="metadata">
    <source src="https://platform.veevavault.help/108e9b1d-559c-4d48-918b-1e4c5b5a533c/46e95dd9-1aa7-4fc4-b609-d15c996d0ad8/46e95dd9-1aa7-4fc4-b609-d15c996d0ad8_source__v.mp4" type="video/mp4" >
    
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[Details](/en/lr/676800/)



### Expanded Search {#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.
<video controls width=860 height =504 poster="https://platform.veevavault.help/assets/images/posters/2025-expanded-search.png" preload="metadata">
    <source src="https://platform.veevavault.help/108e9b1d-559c-4d48-918b-1e4c5b5a533c/46e95dd9-1aa7-4fc4-b609-d15c996d0ad8/46e95dd9-1aa7-4fc4-b609-d15c996d0ad8_source__v.mp4" type="video/mp4" >
    
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[Details](/en/lr/676791/)



### Navigating Tasks & Workflows {#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.
<video controls width=860 height =504 poster="https://platform.veevavault.help/assets/images/posters/2025-navigating-tasks-and-workflows.png" preload="metadata">
    <source src="https://platform.veevavault.help/108e9b1d-559c-4d48-918b-1e4c5b5a533c/abd590dd-f581-42b5-a108-1df5aebc0404/abd590dd-f581-42b5-a108-1df5aebc0404_source__v.mp4" type="video/mp4" >
    
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    </video>

[Details](/en/lr/676796/)



### Workflow Segregation of Duties {#workflow-segregation-of-duties}


Workflow Segregation of Duties provide configuration options that improve role compliance in a workflow. This video demonstrates how to segregate duties in a workflow.
<video controls width=860 height =504 poster="https://platform.veevavault.help/assets/images/posters/workflow-segregation-of-duties.png" preload="metadata">
    <source src="https://platform.veevavault.help/108e9b1d-559c-4d48-918b-1e4c5b5a533c/9f0d243e-6439-4aed-9fb4-321fb91138d9/9f0d243e-6439-4aed-9fb4-321fb91138d9_source__v.mp4" type="video/mp4" >
    
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[Details](/en/lr/676812/)


## Documents & Binders


### Creating Documents {#creating-documents}


Vault makes it easy to add content; either upload a document from your computer, create a content placeholder, or create a document from a configured template, then select the document type, and provide required document fields. This video demonstrates how to create new documents in Vault.
<video controls width=860 height =504 poster="https://platform.veevavault.help/assets/images/posters/2025-creating-documents.png" preload="metadata">
    <source src="https://platform.veevavault.help/108e9b1d-559c-4d48-918b-1e4c5b5a533c/1230d00b-5b05-40cc-8f03-9de2be1c10a5/1230d00b-5b05-40cc-8f03-9de2be1c10a5_source__v.mp4" type="video/mp4" >
    
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[Details](/en/lr/676781/)



### Creating CrossLinks {#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.
<video controls width=860 height =504 poster="https://platform.veevavault.help/assets/images/posters/2025-creating-crosslinks.png" preload="metadata">
    <source src="https://platform.veevavault.help/108e9b1d-559c-4d48-918b-1e4c5b5a533c/08c4454b-9ac2-45c0-a5d8-4d7af7e2b251/08c4454b-9ac2-45c0-a5d8-4d7af7e2b251_source__v.mp4" type="video/mp4" >
    
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[Details](/en/lr/676780/)



### Introduction to Binders {#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.
<video controls width=860 height =504 poster="https://platform.veevavault.help/assets/images/posters/2025-introduction-to-binders.png" preload="metadata">
    <source src="https://platform.veevavault.help/108e9b1d-559c-4d48-918b-1e4c5b5a533c/7e484795-9ae2-4c87-9ba7-e136551fb1c6/7e484795-9ae2-4c87-9ba7-e136551fb1c6_source__v.mp4" type="video/mp4" >
    
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[Details](/en/lr/676794/)



### Exporting Binders {#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.
<video controls width=860 height =504 poster="https://platform.veevavault.help/assets/images/posters/2025-exporting-binders.png" preload="metadata">
    <source src="https://platform.veevavault.help/108e9b1d-559c-4d48-918b-1e4c5b5a533c/68e30703-4428-4124-aca1-c12e05756fe0/68e30703-4428-4124-aca1-c12e05756fe0_source__v.mp4" type="video/mp4" >
    
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[Details](/en/lr/676792/)



### Configuring & Using Binder Auto-Filing {#configuring-using-binder-auto-filling}


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.
<video controls width=860 height =504 poster="https://platform.veevavault.help/assets/images/posters/2025-configuring-and-using-binder-auto-filing.png" preload="metadata">
    <source src="https://platform.veevavault.help/108e9b1d-559c-4d48-918b-1e4c5b5a533c/c39c496f-2d3d-4b65-b4ec-54c6ce1331c2/c39c496f-2d3d-4b65-b4ec-54c6ce1331c2_source__v.mp4" type="video/mp4" >
    
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    </video>

[Details](/en/lr/676775/)



### Using Comments & Annotations {#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.
<video controls width=860 height =504 poster="https://platform.veevavault.help/assets/images/posters/2025-using-comments-and-annotations.png" preload="metadata">
    <source src="https://platform.veevavault.help/108e9b1d-559c-4d48-918b-1e4c5b5a533c/a1401236-d7f4-40ad-84cb-e3fe5bccc8da/a1401236-d7f4-40ad-84cb-e3fe5bccc8da_source__v.mp4" type="video/mp4" >
    
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[Details](/en/lr/676804/)



### Using Document Links {#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.
<video controls width=860 height =504 poster="https://platform.veevavault.help/assets/images/posters/2025-using-document-links.png" preload="metadata">
    <source src="https://platform.veevavault.help/108e9b1d-559c-4d48-918b-1e4c5b5a533c/bc1169f1-4276-4165-b496-79f0d54acf95/bc1169f1-4276-4165-b496-79f0d54acf95_source__v.mp4" type="video/mp4" >
    
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    default />
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[Details](/en/lr/676805/)



### Using Bulk Document Actions {#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.
<video controls width=860 height =504 poster="https://platform.veevavault.help/assets/images/posters/2025-using-bulk-document-actions.png" preload="metadata">
    <source src="https://platform.veevavault.help/108e9b1d-559c-4d48-918b-1e4c5b5a533c/888d7478-0aa6-4837-bc05-99825d148926/888d7478-0aa6-4837-bc05-99825d148926_source__v.mp4" type="video/mp4" >
    
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    src="/en/lr/assets/captions/24r3-using-bulk-document-actions.vtt"
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    </video>

[Details](/en/lr/676803/)



### Document Viewer Context Menu {#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. 
<video controls width=860 height =504 poster="https://platform.veevavault.help/assets/images/posters/2026-document-viewer-context-menu.png" preload="metadata">
    <source src="https://platform.veevavault.help/108e9b1d-559c-4d48-918b-1e4c5b5a533c/306319d2-0262-44a0-8987-0e6e4c529a18/306319d2-0262-44a0-8987-0e6e4c529a18_source__v.mp4" type="video/mp4" >
    
    <track
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    src="/en/lr/assets/captions/26r1-document-viewer-toolbar.vtt"
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    </video>

[Details](/en/lr/676790/)


## Document Relationships


### Document Relationship Example: No Version-Specificity {#document-relationship-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.
<video controls width=860 height =504 poster="https://platform.veevavault.help/assets/images/posters/document-relationship-no-version-specificity.png" preload="metadata">
    <source src="https://platform.veevavault.help/108e9b1d-559c-4d48-918b-1e4c5b5a533c/888d7478-0aa6-4837-bc05-99825d148926/888d7478-0aa6-4837-bc05-99825d148926_source__v.mp4" type="video/mp4" >
    
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    src="/en/lr/assets/captions/no-version-specificity.vtt"
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[Details](/en/lr/676785/)



### Document Relationship Example: Source Version-Specific with Carry Forward {#document-relationship-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.
<video controls width=860 height =504 poster="https://platform.veevavault.help/assets/images/posters/document-relationship-source-is-version-specific-with-carry-forward.png" preload="metadata">
    <source src="https://platform.veevavault.help/108e9b1d-559c-4d48-918b-1e4c5b5a533c/888d7478-0aa6-4837-bc05-99825d148926/888d7478-0aa6-4837-bc05-99825d148926_source__v.mp4" type="video/mp4" >
    
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    src="/en/lr/assets/captions/source-version-specific-with-carry-forward.vtt"
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    </video>

[Details](/en/lr/676786/)



### Document Relationship Example: Source Version-Specific without Carry Forward {#document-relationshipe-source-version-specific-without-carry-forward}


The source version-specific without carry forward option ensures that the latest version of a target document always stays associated with a specific version of the source.
<video controls width=860 height =504 poster="https://platform.veevavault.help/assets/images/posters/document-relationships-source-is-version-specific-without-carry-forward.png" preload="metadata">
    <source src="https://platform.veevavault.help/108e9b1d-559c-4d48-918b-1e4c5b5a533c/5fc4ff75-b867-4e87-9fa4-c11779f361fa/5fc4ff75-b867-4e87-9fa4-c11779f361fa_source__v.mp4" type="video/mp4" >
    
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    src="/en/lr/assets/captions/source-version-specific-without-carry-forward.vtt"
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[Details](/en/lr/676787/)



### Document Relationship Example: Target Version-Specific with Carry Forward {#document-relationship-target-version-specific-with-carry-forward}


The following video demonstrates using the target version-specific with carry forward document relationship option:
<video controls width=860 height =504 poster="https://platform.veevavault.help/assets/images/posters/document-relationships-target-is-version-specific-with-carry-forward.png" preload="metadata">
    <source src="https://platform.veevavault.help/108e9b1d-559c-4d48-918b-1e4c5b5a533c/965e92ca-9f7f-4a42-990e-15e00f101ec4/965e92ca-9f7f-4a42-990e-15e00f101ec4_source__v.mp4" type="video/mp4" >
    
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[Details](/en/lr/676788/)



### Document Relationship Example: Target Version-Specific without Carry Forward {#example-target-version-specific-without-carry-forward}


This option ensures that the latest version of a source document always stays associated with a specific version of the target.
<video controls width=860 height =504 poster="https://platform.veevavault.help/assets/images/posters/document-relationships-target-is-version-specific-without-carry-forward.png" preload="metadata">
    <source src="https://platform.veevavault.help/108e9b1d-559c-4d48-918b-1e4c5b5a533c/66e12dcb-e186-4202-9f3c-7002f40cd686/66e12dcb-e186-4202-9f3c-7002f40cd686_source__v.mp4" type="video/mp4" >
    
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[Details](/en/lr/676789/)


## Reports


### Configuring Report Types {#configuring-report-types}


Report types define what an individual record is in a report. This video demonstrates how to configure report types.
<video controls width=860 height =504 poster="https://platform.veevavault.help/assets/images/posters/2025-configuring-report-types.png" preload="metadata">
    <source src="https://platform.veevavault.help/108e9b1d-559c-4d48-918b-1e4c5b5a533c/df02a56b-0cfd-4b2c-b85e-aeb8dfc21c52/df02a56b-0cfd-4b2c-b85e-aeb8dfc21c52_source__v.mp4" type="video/mp4" >
    
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[Details](/en/lr/676779/)



### Creating Reports {#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.
<video controls width=860 height =504 poster="https://platform.veevavault.help/assets/images/posters/2025-creating-reports.png" preload="metadata">
    <source src="https://platform.veevavault.help/108e9b1d-559c-4d48-918b-1e4c5b5a533c/cfa53781-b9ec-485a-ab18-67b1e8944b53/cfa53781-b9ec-485a-ab18-67b1e8944b53_source__v.mp4" type="video/mp4" >
    
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[Details](/en/lr/676782/)



### Introduction to Report Formats {#tabular-and-matrix-report-formats}


Report formats determine if a report is tabular or matrix. This video demonstartes how to choose the best format for your report.
<video controls width=860 height =504 poster="https://platform.veevavault.help/assets/images/posters/2025-tabular-and-matrix-report-formats.png" preload="metadata">
    <source src="https://platform.veevavault.help/108e9b1d-559c-4d48-918b-1e4c5b5a533c/c8792d68-8a77-4224-b575-8f99c817c046/c8792d68-8a77-4224-b575-8f99c817c046_source__v.mp4" type="video/mp4" >
    
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[Details](/en/lr/676798/)



### Building Tabular Reports {#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.
<video controls width=860 height =504 poster="https://platform.veevavault.help/assets/images/posters/2025-building-tabular-reports.png" preload="metadata">
    <source src="https://platform.veevavault.help/108e9b1d-559c-4d48-918b-1e4c5b5a533c/cdd4cb73-049f-41eb-8c12-24af8d22105d/cdd4cb73-049f-41eb-8c12-24af8d22105d_source__v.mp4" type="video/mp4" >
    
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[Details](/en/lr/676771/)



### Building Matrix Reports {#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.
<video controls width=860 height =504 poster="https://platform.veevavault.help/assets/images/posters/2025-building-matrix-reports.png" preload="metadata">
    <source src="https://platform.veevavault.help/108e9b1d-559c-4d48-918b-1e4c5b5a533c/bf9562b7-b89f-4dba-a3c6-4d05d036f152/bf9562b7-b89f-4dba-a3c6-4d05d036f152_source__v.mp4" type="video/mp4" >
    
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[Details](/en/lr/676769/)



### Defining Filters & Prompts {#defining-filters-prompts}


Reports with more records often take longer to run. This video demonstrates how to define filters and prompts during report creation.
<video controls width=860 height =504 poster="https://platform.veevavault.help/assets/images/posters/2025-defining-filters-and-prompts.png" preload="metadata">
    <source src="https://platform.veevavault.help/108e9b1d-559c-4d48-918b-1e4c5b5a533c/c8fd87bc-1df4-4f1d-84bf-639cdf61619b/c8fd87bc-1df4-4f1d-84bf-639cdf61619b_source__v.mp4" type="video/mp4" >
    
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[Details](/en/lr/676784/)



### Performing Calculations Across Rows with Groups {#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.
<video controls width=860 height =504 poster="https://platform.veevavault.help/assets/images/posters/2025-performing-calculations-across-rows-with-groups.png" preload="metadata">
    <source src="https://platform.veevavault.help/108e9b1d-559c-4d48-918b-1e4c5b5a533c/4f954c9e-085a-4a79-8280-9abb67e14fbf/4f954c9e-085a-4a79-8280-9abb67e14fbf_source__v.mp4" type="video/mp4" >
    
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[Details](/en/lr/676773/)



### Combining Report Prompts {#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.
<video controls width=860 height =504 poster="https://platform.veevavault.help/assets/images/posters/2025-combining-report-prompts.png" preload="metadata">
    <source src="https://platform.veevavault.help/108e9b1d-559c-4d48-918b-1e4c5b5a533c/3f0c9eb1-0244-4432-8d88-29d865b8d6e3/3f0c9eb1-0244-4432-8d88-29d865b8d6e3_source__v.mp4" type="video/mp4" >
    
    <track
    label="English"
    kind="subtitles"
    srclang="en"
    src="/en/lr/assets/captions/25r1-combining-report-prompts.vtt"
    default />
    </video>

[Details](/en/lr/676772/)



### Dashboard Resizing {#dashboard-resizing}


Dashboards provide an at-a-glance understanding of key metrics. This video demonstartes how to resize dashboards.
<video controls width=860 height =504 poster="https://platform.veevavault.help/assets/images/posters/2025-dashboard-resizing.png" preload="metadata">
    <source src="https://platform.veevavault.help/108e9b1d-559c-4d48-918b-1e4c5b5a533c/4893620d-646c-4812-8c4c-e34d9d5e735f/4893620d-646c-4812-8c4c-e34d9d5e735f_source__v.mp4" type="video/mp4" >
    
    <track
    label="English"
    kind="subtitles"
    srclang="en"
    src="/en/lr/assets/captions/25r1-dashboard-resizing.vtt"
    default />
    </video>

[Details](/en/lr/676799/)



### Table Charts {#table-charts}


Users can create a dashboard component that shows a table chart. This video demonstrates how to use table charts when creating dashboards.
<video controls width=860 height =504 poster="https://platform.veevavault.help/assets/images/posters/2025-table-charts.png" preload="metadata">
    <source src="https://platform.veevavault.help/108e9b1d-559c-4d48-918b-1e4c5b5a533c/e85cc4b5-1551-4721-88e3-3584d223be42/e85cc4b5-1551-4721-88e3-3584d223be42_source__v.mp4" type="video/mp4" >
    
    <track
    label="English"
    kind="subtitles"
    srclang="en"
    src="/en/lr/assets/captions/25r1-table-charts.vtt"
    default />
    </video>

[Details](/en/lr/676801/)



### Custom Formatting with Excel Templates {#custom-formatting-wth-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.
<video controls width=860 height =504 poster="https://platform.veevavault.help/assets/images/posters/2025-custom-formatting-with-excel-templates.png" preload="metadata">
    <source src="https://platform.veevavault.help/108e9b1d-559c-4d48-918b-1e4c5b5a533c/c5b96a19-a096-4c13-9e86-ca7a00f0dde8/c5b96a19-a096-4c13-9e86-ca7a00f0dde8_source__v.mp4" type="video/mp4" >
    
    <track
    label="English"
    kind="subtitles"
    srclang="en"
    src="/en/lr/assets/captions/25r1-custom-formatting-with-excel-templates.vtt"
    default />
    </video>

[Details](/en/lr/676783/)



### Building Multi-Pass Reports {#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.
<video controls width=860 height =504 poster="https://platform.veevavault.help/assets/images/posters/2025-building-multi-pass-reports.png" preload="metadata">
    <source src="https://platform.veevavault.help/108e9b1d-559c-4d48-918b-1e4c5b5a533c/4893620d-646c-4812-8c4c-e34d9d5e735f/4893620d-646c-4812-8c4c-e34d9d5e735f_source__v.mp4" type="video/mp4" >
    
    <track
    label="English"
    kind="subtitles"
    srclang="en"
    src="/en/lr/assets/captions/24r3-building-multi-pass-reports.vtt"
    default />
    </video>

[Details](/en/lr/676770/)



### Custom Sharing Rules {#custom-sharing-rules-demo}


This video demonstrates how to use custom sharing rules on reports.
<video controls width=860 height =504 poster="https://platform.veevavault.help/assets/images/posters/2026-custom-sharing-rules.png" preload="metadata">
    <source src="https://platform.veevavault.help/108e9b1d-559c-4d48-918b-1e4c5b5a533c/bec4ac4b-c8da-49c6-883d-d94477abdef7/bec4ac4b-c8da-49c6-883d-d94477abdef7_source__v.mp4" type="video/mp4" >
    
    <track
    label="English"
    kind="subtitles"
    srclang="en"
    src="/en/lr/assets/captions/custom_sharing_rules_on_reports.vtt"
    default />
    </video>

[Details](/en/lr/676778/)



### Excel Copy/Paste {#excel-copy-paste-demo}


Users can paste multiple values from spreadsheet applications into fields that support multiple values. This video demonstrates how to use Excel Copy/Paste.
<video controls width=860 height =504 poster="https://platform.veevavault.help/assets/images/posters/2026-excel-copy-paste.png" preload="metadata">
    <source src="https://platform.veevavault.help/108e9b1d-559c-4d48-918b-1e4c5b5a533c/9d957fe7-e2bd-481b-8200-984c5c1b37b7/9d957fe7-e2bd-481b-8200-984c5c1b37b7_source__v.mp4" type="video/mp4" >
    
    <track
    label="English"
    kind="subtitles"
    srclang="en"
    src="/en/lr/assets/captions/excel_copy_paste.vtt"
    default />
    </video>

[Details](/en/lr/676840/)


## Action Layouts


### Configuring Action Layout Profiles {#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.
<video controls width=860 height =504 poster="https://platform.veevavault.help/assets/images/posters/2025-configuring-action-layout-rules.png" preload="metadata">
    <source src="https://platform.veevavault.help/108e9b1d-559c-4d48-918b-1e4c5b5a533c/09b8f17f-78cb-4d97-835a-b4da02896c8c/09b8f17f-78cb-4d97-835a-b4da02896c8c_source__v.mp4" type="video/mp4" >
    
    <track
    label="English"
    kind="subtitles"
    srclang="en"
    src="/en/lr/assets/captions/24r3-configuring-action-layout-rules.vtt"
    default />
    </video>

[Details](/en/lr/676777/)



### Configuring 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.
<video controls width=860 height =504 poster="https://platform.veevavault.help/assets/images/posters/action-layouts-layout-profiles.png" preload="metadata">
    <source src="https://platform.veevavault.help/108e9b1d-559c-4d48-918b-1e4c5b5a533c/f5cfb994-7cc0-45fb-b25b-0f802bfb068c/f5cfb994-7cc0-45fb-b25b-0f802bfb068c_source__v.mp4" type="video/mp4" >
    
    <track
    label="English"
    kind="subtitles"
    srclang="en"
    src="/en/lr/assets/captions/26r1-action-layout-rules.vtt"
    default />
    </video>

[Details](/en/lr/676774/)



### Action Layouts: Creating Layouts, Sections, & Pages {#creating-layouts-sections-pages-demo}


This video demonstrates how to create new layouts with sections and pages.
<video controls width=860 height =504 poster="https://platform.veevavault.help/assets/images/posters/2025-action-layouts-creating-layouts-sections-pages.png" preload="metadata">
    <source src="https://platform.veevavault.help/108e9b1d-559c-4d48-918b-1e4c5b5a533c/3ffef249-c62d-4720-82ca-6c38bdbcd6e2/3ffef249-c62d-4720-82ca-6c38bdbcd6e2_source__v.mp4" type="video/mp4" >
    
    <track
    label="English"
    kind="subtitles"
    srclang="en"
    src="/en/lr/assets/captions/26r1-action-layouts-creating-layouts-sections-and-pages.vtt"
    default />
    </video>

[Details](/en/lr/676817/)



### Action Layouts: Help Sections, Help Controls, & Record Summary Fields {#help-sections-controls-record-summary-fields-demo}


This video demonstrates how to create help sections, help controls, and record summary fields.
<video controls width=860 height =504 poster="https://platform.veevavault.help/assets/images/posters/2025-action-layouts-help-sections-help-controls-record-summary-fields-1.png" preload="metadata">
    <source src="https://platform.veevavault.help/108e9b1d-559c-4d48-918b-1e4c5b5a533c/81198c65-aa15-4b5f-88df-a60b33e3fce4/81198c65-aa15-4b5f-88df-a60b33e3fce4_source__v.mp4" type="video/mp4" >
    
    <track
    label="English"
    kind="subtitles"
    srclang="en"
    src="/en/lr/assets/captions/26r1-action-layouts-help-sections.vtt"
    default />
    </video>

[Details](/en/lr/676818/)




## Collaborative Authoring


### Using Collaborative Authoring {#using-collaborative-authoring-demo}


This video demonstrates how to edit a document using collaborative authoring and save the changes to Vault.
<video controls width=860 height =504 poster="https://platform.veevavault.help/assets/images/posters/2026-using-collaborative-authoring.png" preload="metadata">
    <source src="https://platform.veevavault.help/108e9b1d-559c-4d48-918b-1e4c5b5a533c/a3513a49-25b7-4843-8679-11f119f0f51c/a3513a49-25b7-4843-8679-11f119f0f51c_source__v.mp4" type="video/mp4" >
    
    <track
    label="English"
    kind="subtitles"
    srclang="en"
    src="/en/lr/assets/captions/using-collaborative-authoring.vtt"
    default />
    </video>

[Details](/en/lr/676820/)



### Configuring Collaborative Authoring {#configuring-collaborative-authoring-with-microsoft-365}


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.
<video controls width=860 height =504 poster="https://platform.veevavault.help/assets/images/posters/2026-configuring-collaborative-authoring.png" preload="metadata">
    <source src="https://platform.veevavault.help/108e9b1d-559c-4d48-918b-1e4c5b5a533c/df84a228-9e6b-4b3f-b97b-8ed7c0f39bde/df84a228-9e6b-4b3f-b97b-8ed7c0f39bde_source__v.mp4" type="video/mp4" >
    
    <track
    label="English"
    kind="subtitles"
    srclang="en"
    src="/en/lr/assets/captions/25r3-configuring-collaborative-authoring-v3.vtt"
    default />
    </video>

[Details](/en/lr/676810/)



### Migrating from Legacy to Enhanced Collaborative Authoring Configuration {#configuring-collaborative-authoring-with-microsoft-365}


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.
<video controls width=860 height =504 poster="https://platform.veevavault.help/assets/images/posters/2025-migrating-legacy-enhanced-collab-authoring.png" preload="metadata">
    <source src="https://platform.veevavault.help/108e9b1d-559c-4d48-918b-1e4c5b5a533c/3235c5d5-0a32-4509-9df1-f52a990068a1/3235c5d5-0a32-4509-9df1-f52a990068a1_source__v.mp4" type="video/mp4" >
    
    <track
    label="English"
    kind="subtitles"
    srclang="en"
    src="/en/lr/assets/captions/25r2-configuring-collaborative-authoring-legacy.vtt"
    default />
    </video>

[Details](/en/lr/676811/)


## Vault Client Applications


### Vault Mobile Overview {#veeva-vault-mobile-overview}


This video explains how to use the Vault Mobile application for iOS and Android:
<video controls width=540 height =960 poster="https://platform.veevavault.help/assets/images/posters/2025-vault-mobile-overview.png" preload="metadata">
    <source src="https://platform.veevavault.help/108e9b1d-559c-4d48-918b-1e4c5b5a533c/241487b2-cc48-4168-8248-f4a875b20c71/241487b2-cc48-4168-8248-f4a875b20c71_source__v.mp4" type="video/mp4" >
    
    <track
    label="English"
    kind="subtitles"
    srclang="en"
    src="/en/lr/assets/captions/25r1-vault-mobile-overview.vtt"
    default />
    </video>