Vault RIM Basics offers several features to help you upload and manage correspondence with health authorities and other organizations. You can forward email conversations and attachments to your Document Inbox and Vault uploads both the email and attachments as unclassified documents to help you keep your correspondence records up to date. You can also manually add correspondence documents by uploading them directly to the Library.
In Vault, correspondence documents are any documents with a Subtype of Correspondence.
Emailing Correspondence Documents to the Document Inbox
When you email correspondence documents and attachments to the Document Inbox, Vault adds the correspondence and attachments as unclassified documents in the Document Inbox. To add correspondence documents using the Document Inbox, forward the emails and attachments that you want to upload to Vault to inbox@(Your Vault URL).com, for example, inbox@myvaultaddress.veevavault.com. You can find your Vault URL in the address bar in your web browser.
Completing Correspondence Documents in the Document Inbox
When a document is first added to the Document Inbox, it is displayed as Incomplete. To add a correspondence document in the Document Inbox to the Library, use the Complete action. When classifying a document, ensure that you select Correspondence as the document Subtype. Enter any additional document details, such as the Method of Communication, Correspondence Scope, Product Family, and Commitment, if applicable. Once a document is Complete it is removed from the Document Inbox.
Uploading Correspondence Documents to the Library
You can upload a correspondence document directly to the Library without first emailing it to the Document Inbox. When uploading and classifying a document, ensure that you select Correspondence as the document Subtype. Enter any additional document details, such as the Method of Communication, Correspondence Scope, Product Family, and Commitments, if applicable.