DMS Browse

The DMS Browse function displays a tree structure used to access documents in the selected document management system (DMS).

You can use the tree from the following places in :

Location DMSs with Accessible Document
Assigning documents All
Attachment Values in Data Administration All except Veeva
Auxilary Output Location All except Veeva
Bulk eCTD Import All except Veeva
Create Assembly or Create Assembly Template - from an assembly file All
Create Assembly or Create Assembly Template - from a virtual document All except Veeva
Electronic Output Location - on the Create Assembly, Edit Assembly Attributes, and Publish Request pages All except Veeva
Export Assembly - to Excel, Virtual Document, or Assembly File All except Veeva
Export Published Output All except Veeva
Import eCTD All except Veeva
Paper Output Location - on the Create Assembly, Edit Assembly Attributes, and Publish Request pages All except Veeva
PDS Label All
Publishing Settings Browse - Preview Location and Process Rendition Location All except Veeva
Reference Location - on the Create Assembly page All except Veeva
Set Reference Location All except Veeva
XEVMPD Acknowledgement wizard All except Veeva
XEVMPD Submission wizard All except Veeva

Where the DMS Browse function is available, clicking the Browse button opens the DMS Browse window. The DMS Browse window displays the tree structure used to access documents in the DMS that you select.

Choosing any of the following in the tree view displays additional information about the selected item in the grid view to the right of the tree:

  • Folder
  • Document
  • Virtual document
  • Veeva binder
  • Veeva section

For a description of the grid view, see DMS Search Results – Grid View.

The tree view displays all of the configured repositories that the logged on user has permission to access. User access to repositories is configured in Technical Administration.