Managing Branding Settings

The Branding Settings page allows you to configure your Vault to display a custom email banner, rather than the default Veeva Vault banner, in Vault-generated emails. This page also allows you to replace the default logo on the Site User Homepage in Clinical Operations Vaults. You can also add a custom document logo to be displayed in PDF downloads of object records.

Accessing Branding Settings

Access these customization settings from Admin > Settings > Branding Settings. You must have a security profile with the Settings: Branding permissions to modify this page.

How to Update Email Banners

To add a custom email banner:

  1. In the Email Banner section under Vault Branding Settings, click Edit.
  2. Select Custom Email Banner.
  3. Click Choose and select the image file to upload.
  4. Click Save.

Email Banner File Requirements

The image file you upload for the email banner should meet these requirements:

  • 6000 pixel maximum width and 800 pixel maximum height. For best results, the aspect ratio of the banner should be 7.5:1 or less; for example, 600 pixels by 80 pixels.
  • File size not greater than 10MB
  • PNG, JPG, or GIF file format

Vault prevents you from uploading images that exceed the maximum dimensions. If you upload an image larger than can be displayed (larger than 6000 pixel width by 800 pixel height), Vault resizes it to fit. This may result in an image that is too small to read clearly.

Veeva Vault details and logo will still appear in the footer.

Site User Branding Settings in Clinical Operations Vaults

To add a custom header logo for Site Users:

  1. In the Header Logo section under Site User Branding Settings, click Edit.
  2. Select Custom Logo.
  3. Click Choose and select the image file to upload.
  4. Click Save.

Email Banners

All emails sent to users from Vault will use the default or custom email banner, except emails to Vault Investigator Portal (eTMF) users and Site Users (users with the Site User license type). If your Vault has portal users or site users, you can add a custom email banner that is different from the email banner displayed to all other users in the Vault.

To add a custom email banner for Site Users:

  1. In the Email Branding section under Site User Branding Settings, click Edit.
  2. Clear the Apply the custom email banner for Vault emails sent to Site Users checkbox.
  3. Select Custom Email Banner.
  4. Click Choose, and select an image file that meets the email banner file requirements described above.
  5. Click Save.

Adding or Updating Document Logos for Object Record PDF Downloads

To add a custom document logo for object record PDF downloads:

  1. In the Document Logos section under Vault Branding Settings, click Edit.
  2. Under Primary Logo, click Choose and select the image file to upload.
  3. Click Save.

Document Logo File Requirements

The image file you upload for the document logo should meet these requirements:

  • File size not greater than 10MB
  • PNG, JPG, or GIF file format