Veeva Vault - OpenText File 360 Integration and Automation

Common Integration Use Cases Between Veeva Vault and OpenText File 360

• Controlled external document exchange for regulatory and quality partners
  Veeva Vault can publish approved regulated documents, such as SOPs, quality agreements, or submission-related files, to OpenText File 360 for secure sharing with external CROs, CMOs, distributors, or consultants. OpenText File 360 provides controlled access, download tracking, and auditability, while Veeva Vault remains the system of record for approval, version control, and compliance.
• Secure collaboration on draft documents before formal Veeva review
  Project teams can store working drafts in OpenText File 360 for controlled collaboration with internal stakeholders or external agencies, then transfer finalized content into Veeva Vault for formal medical, legal, and regulatory review. This reduces email-based file exchange and helps ensure only ready-for-review content enters the regulated workflow.
• Distribution of approved promotional and training materials to field or partner teams
  After approval in Veeva Vault, finalized promotional assets, training documents, or product reference materials can be synchronized to OpenText File 360 for secure access by regional teams, distributors, or alliance partners. This supports controlled dissemination while preserving access restrictions and usage auditing outside the core Veeva environment.
• External submission package exchange with regulatory service providers
  Regulatory affairs teams can use Veeva Vault to assemble and approve submission content, then share submission-ready packages through OpenText File 360 with external publishing vendors, translators, or regulatory consultants. OpenText File 360 adds secure file transfer and access governance, while Veeva Vault maintains the authoritative submission record.
• Clinical trial document collaboration with sites and contract research organizations
  Clinical operations teams can exchange site-facing documents, investigator packets, or study support files through OpenText File 360 when external parties need secure access without direct Vault access. Once documents are reviewed or finalized, the approved versions can be archived or linked back into Veeva Vault for inspection readiness and lifecycle management.
• Audit-ready retention of shared regulated files
  Files shared through OpenText File 360, such as signed agreements, vendor deliverables, or externally reviewed documents, can be copied into Veeva Vault for long-term retention and compliance archiving. This creates a clear chain from secure collaboration to regulated recordkeeping, reducing the risk of lost evidence during audits or inspections.
• Cross-functional review of product and label content across business units
  Global teams can use OpenText File 360 to exchange localized drafts, artwork references, or market-specific content with affiliates and agencies, then route approved final versions into Veeva Vault for label management and controlled publishing. This is especially useful when multiple regions need to collaborate before a document enters the formal compliance workflow.