Overview
Knak connects with Veeva Vault. With this connection, Knak can lock an asset based on its status in Veeva Vault. A locked asset can't be edited.
This helps keep your synced emails the same while they are under review.
Before You Begin
Set up the Veeva Vault integration in Knak.
Turn On Asset Locking
Go to Admin > Integrations > Platforms.
Select the Veeva Vault integration.
Turn on Lock asset on submission sync.
When an Asset Gets Locked
A submission sync sends your asset to Veeva Vault. Knak locks an asset when both of these things are true:
A submission sync has been completed on the asset.
The asset can't be edited in Veeva Vault.
The asset unlocks when its status in Veeva Vault changes to one that can be edited.
What "Editable" Means in Veeva Vault
Knak uses an Application Programming Interface (API) user to connect to Veeva Vault. An API user is the account Knak uses to talk to Veeva Vault.
A Veeva Vault document is editable if the API user can edit it. More specifically, the API user must be able to check out the document in its current lifecycle state.
Checking out a document means opening it for editing. A lifecycle state is the stage a document is in, such as a review stage.
Choose Which Lifecycle States Lock an Asset
You can control when your Knak assets lock or unlock. Change the API user's permissions in Veeva Vault for each lifecycle state.
To lock an asset in a state, remove the API user's permission to check out documents in that state.
To keep an asset unlocked in a state, give the API user permission to check out documents in that state.
Learn more through Veeva's documentation: Veeva Vault documentation on lifecycle state permissions.
What You Can Do With a Locked Asset
Action | Allowed on a locked asset? |
Edit the asset content in the editor panel | No |
Use the editor options on the left side | No |
Run a submission sync to Veeva Vault again | No |
Edit details in the Info tab | Yes |
Edit links in the link review | Yes |
Need more help? Contact support via live chat using the chat bubble in the bottom right corner or email support@knak.com.