Demo Video
Before You Begin
Create a dedicated Veeva Vault user for Knak. Using a dedicated user helps manage permissions. It also prevents issues if an individual user account changes.
Your Veeva Vault user must have permission to:
Retrieve document metadata
Create document locks
Create single document versions
Set Up the Veeva Vault Integration
Go to Admin.
Click Integrations > Platforms.
Locate the Veeva integration tile.
Click Connect.
Enter a name for the integration.
Enter your Veeva Vault username.
Enter your Veeva Vault password.
Enter your Veeva Environment URL.
The environment URL is the portion of your Veeva Vault URL between https:// and .veevavault.com.
Full URL | Environment URL |
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Optional: Default Country Value
You can specify a default country for CRM sync.
Enter the Veeva ID for the country you want to use.
This setting is optional. It is only required for certain CRM sync configurations.
Manage Your Integration
After setup, view your integration in the My Platform Connection list on the Integrations page.
From here, you can:
View the configuration
Edit the integration
Delete the integration
To connect a new integration or re-add a deleted one:
Scroll to All Platforms.
Find the Veeva tile.
Click Connect or Add Another Connection.
Sync Content to Veeva Vault
Knak supports two sync methods:
Sync Type | Purpose | Document Created |
Submission Sync | Send content for MLR review | Any supported Veeva Vault document type |
CRM Sync | Prepare content for Veeva CRM | Email Template document |
Submission Sync
Use Submission Sync when you need to update an existing Veeva Vault document for review.
Prepare a Target Document
Before syncing:
Create a document in Veeva Vault.
You can create a document placeholder if the document does not yet contain content.
Share the document with the Knak integration user.
Knak requires access to edit the document.
Sync the Document
Open your email in Knak.
Start a Submission Sync.
Search for the existing Veeva Vault document.
Select the document.
Complete the sync.
During the first sync:
Knak creates a new version of the selected document.
Knak uploads a PDF that contains desktop and mobile previews.
Each additional sync creates another minor document version with the latest content.
CRM Sync
Use CRM Sync when you want to create an email template for Veeva CRM.
During the first sync:
Knak creates a new Email Template document in Veeva Vault.
Knak uploads the generated HTML as the document source.
Each additional sync creates a new version of the Email Template with the latest HTML.
Veeva CRM HTML Character Limit
Downloaded Email Template HTML files must not exceed 131,072 characters.
If the HTML exceeds this limit, Veeva CRM truncates the email after it is manually uploaded.
Keep your email HTML below 131,072 characters whenever possible.
Need more help? Contact Support via live chat within Knak using the chat bubble in the bottom right corner or email support@knak.com.