This is the first release of the Veeva Vault Mobile App. For more information, see the Veeva Vault Mobile App Help Files.


Users can download the mobile app by searching for “Veeva Vault” in the app store. Basic security profile users can immediately log into the mobile app to access their Vaults. For Enterprise Login users, an additional OAuth configuration step is necessary before users can log into the mobile app.

Users can see all Vaults to which they have access. The mobile app will not show Vaults accessible via delegated access.

On smartphones that support biometrics, users can use biometrics to open the app. Biometrics work slightly differently on iOS and Android:

  • On iOS, biometrics use is only available for basic security profile users and they must enable it via a checkbox on the initial login screen. Users can provide a biometric (or PIN code) to unlock the app, but may occasionally need to re-enter their passwords if they have not opened the app in a long time.
  • On Android, biometrics use is available for basic security profile users and they should not need to re-enter their passwords unless they manually sign out of the app. Biometric authentication for Enterprise Users is dependent on the OAuth authorization server refresh tokens; users will be redirected to their third party authentication site when logging into the app as needed.

Switch Between Vaults

Users can use the button in the top-left corner of the app to view and switch between different Vaults. Tap on a Vault in the list to navigate into that Vault. Vaults that you have access to via delegated access are not shown in the mobile app.

Users can tap the bell icon to the right of each Vault name to control whether they receive push notifications from that Vault.

Find Documents

Upon logging into a Vault, users will see a Library page which lists all the documents to which they have access. They can change the sort order as well as find documents using the search bar at the top, which searches across document metadata and content. By default, all documents open to the latest version the user can access.

While users are able to see binders listed in the Library, they are not able to open them in the mobile app at this time. However, they can still find and view the documents that are inside the binders.

View Documents

In order to view documents, users must have the Download Renditions permission.

Users can scroll vertically to see additional pages of the document as well as pinch using two fingers to zoom in and out of the document.

The document viewer is the only area of the app where users can turn their phone 90 degrees and view in landscape mode, which may be helpful for certain document types. Users can also play video and audio files inside the app.

There are some differences between iOS and Android when viewing documents. On iOS, there are three buttons in the top-right toolbar which allow users to:

  1. search for text within the document
  2. switch between thumbnail view and page view
  3. see additional document information and actions

On Android, only the third button is present.

When viewing additional document information, users have a read-only view of the metadata fields regardless of their permissions in Web. Fields are presented in one list, and not separated by sections. Additionally, fields from the File Info section are not displayed on mobile.

Users can share the document link from the ellipses menu button in the top-right corner of the document toolbar. This will generate a non-versioned link to the document, and open up the phone’s standard share options. From there, users can select which app they want to share the link to or simply copy the link.

Update Sharing Settings

Users can use the Sharing Settings page to add users and groups to a document role. This functionality is also available via the ellipses menu button in the top-right corner of the document toolbar.

Within the sharing settings, users can view the existing roles on the document, and add available users and/or groups to a role. If they do not have permissions to edit the Sharing Settings or add that particular role, they will see an error message when attempting to save the changes.

Users cannot delete users or roles from the document’s Sharing Settings in the mobile app at this time.

Push Notifications

Users can control push notifications at the app level (via phone settings) or at the Vault level (via settings inside the Vault Mobile app).

There are two types of push notifications users may receive:

  1. Changes made to favorited documents: Users receive push notifications for document lifecycle changes, version changes, viewable rendition uploads, and content uploaded changes made to favorited documents (see more details on favorited document notifications here). Additionally, push notifications respect the notification settings set in your User Profile.
  2. Documents that have been sent via the Send as Link feature using the Web client. When a user receives a document push notification they can tap it to navigate to that document. No push notification is sent if the shared link is a binder.