Veeva Vault integration with Ideagen Document Review
One simplified workflow. Making every hour count.
Ideagen Document Review (formerly known as PleaseReview) has partnered with Veeva to offer their customers advanced capabilities for co-authoring and reviewing documents within Veeva Vault.
Ideagen Document Review's Veeva Vault integration provides a stable, robust and controlled environment for complex document reviews.
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In our experience, co-authoring in Word performs better with smaller files (less than 100 pages) and small teams (5-10 authors) […] [Ideagen Document Review] may be a better solution if you are collaborating with large groups of reviewers and looking to maintain a very high level of control over the document and the review process.
‘Vault Collaborative Authoring with Microsoft Office FAQ’, Veeva Systems

Why use the Ideagen Document Review integration in Veeva Vault?
There are many reasons why the Ideagen Document Review integration in Veeva Vault is a valuable tool for businesses, particularly those looking to streamline their document review and approval processes.
The integration simplifies collaboration by enabling multiple stakeholders to review, comment on and approve documents in real-time, all within a secure and compliant environment.
Here are just a few key benefits businesses can expect from using this powerful solution:
Larger teams
High-volume of reviewers working real-time (10 – 400+)
Stable and robust
Stable and robust review environment for all sized documents
External collaboration
Work securely with externals who don’t have Veeva Vault licences
Full audit trail
Activity tracing and version history captured in report
Control
Document owner has unparalleled control over, and visibility of, review progress
No lost work
As not relying on colleagues to manually track changes, nothing is overwritten or lost
Redaction
Advanced redaction capabilities for Policy 70 compliance
Multiple file formats
Supports Word, PDF, Excel, PPT and other formats
Discover the Business Case for Ideagen Document Review
Find out how you can improve document reviews and integrate with Veeva Vault.
Veeva Vault integration FAQs
How does Ideagen Document Review differ from the 'Collaborative Authoring' functionality (Office 365) within Veeva Vault?
According to Veeva, the Collaborative Authoring feature in Veeva Vault ‘performs better with smaller files (less than 100 pages) and small teams (5-10 authors)’. They state that 'Ideagen Document Review may be a better solution if you are collaborating with large groups of reviewers and looking to maintain a very high level of control over the document and the review process.’
Ideagen Document Review is better suited to complex and structured document reviews. It supports simultaneous collaboration on larger documents, across multiple file formats, with high-volume teams (~10 – 400+ reviewers working in real-time). It also enables easy and secure collaboration with external reviewers. The document owner has unparalleled control, visibility and reporting of all document activity.
The technical limits of collaborative authoring in Microsoft Office can be found here.
How can I validate the Document Review and Veeva integration?
Ideagen Document Review is fully validated. We have partnered with CompliancePath, a software assurance specialist with extensive software validation experience. They provide a package to validate the PleaseReview and Veeva Vault integration. This accelerates your validation process and typically saves organizations six to eight weeks.
Can I collaborate securely on a document with external, non-Veeva Vault users?
Yes, it is very easy to invite external parties, who do not have Veeva Vault licences, to collaborate on a document review in Ideagen Document Review from. While the document owner drives the review from within Veeva Vault, the external collaborator reviews the document in the native version of Ideagen Document Review.
External collaboration is highly secure in Ideagen Document Review. You can control what the user can access, even down to specific paragraphs of text. So, you can rest assured that your sensitive data is secure.
How a biotech company streamlined document reviews to meet FDA, EMA & GDPR regulations while speeding up cancer therapies.
See Ideagen Document Review in action
Get in touch today for a hands on demo, or keep on reading to find out more about our Viva Vault integration,