Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/X_Pages/X_PagesStudio/AddVaultDocs.htm

## Adding Vault Documents to X-Pages in X-Pages Studio

Content developers can add documents from the Vault library to X-Pages as selectable data elements for quick access to important information. This allows users to reference critical supporting documentation, for example, regulatory guidelines, process guidelines, or checklists, as elements on X-Pages without switching interfaces.
For example, a Service Center rep can follow up on an HCP’s question quickly and accurately by referencing the appropriate documentation within the Service Center interface.

**Who can use this feature?**

* Content Developers - Browser
* [Creating Document-Enabled X-Pages](#Creating)
* End Users - Browser, iPad, iPhone
* [Using Document-Enabled X-Pages](#Using)
* Users do not require an additional license

### Configuring Adding Vault Documents to X-Pages for

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)Content Developers](#)

To configure this feature:

1. Ensure [Configuring X-Pages](../X_PagesConfig.htm) is complete.
2. Ensure [Configuring X-Pages Studio](StudioConfigure.htm) is complete.
3. Navigate to **Admin > Users & Groups > Permission Sets**.
4. Select the appropriate permission set.
5. Select **Objects**.
6. Grant the following permissions:

   | Object | Object Permission | Object Types | Fields | Field Permission |
   | --- | --- | --- | --- | --- |
   | html\_report\_\_v | R | All | studio\_id\_\_v | Read |

### Creating Document-Enabled X-Pages in X-Pages Studio as

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)Content Developers](#)

In X-Pages Studio, content developers can create interactive X-Pages with document data elements, document lists, and click-to-open links.

To create document-enabled X-Pages in X-Pages Studio:

1. Sign into **X-Pages Studio**.
2. Select or create a new Page.
3. Add the Documents data element:
4. Navigate to the appropriate X-Page’s Data tab
5. Select **Add Data > Documents** to open the Get Documents modal
6. Populate the Get Document modal’s fields:
   ![](../../../Resources/Images/XPS.addVaultDoc.create1.png)
7. **Fields** - Select the searchable metadata fields that display on the X-Page, for example, Name, Title, or Document Number
8. **Where** - Optionally, filter displayed documents via a Where clause

To retrieve only binders, use the clause binder\_\_v = true. To retrieve only standalone documents, use the clause binder\_\_v = false.

* **Limit** - Optionally, specify the maximum number of returned documents
* **Sort** - Optionally, set the display order

3. Select **Save**.
4. Add the Documents List display element:
   - Navigate to the **Layouts** tab
   - Drag-and-drop the **Documents** display element onto the canvas
   - Select the **Documents** display element to open the Add Documents modal
     ![](../../../Resources/Images/XPS.addVaultDoc.create2.png)
5. **Data Source** - Select the appropriate Documents data element
6. **Documents ID** - Enter the appropriate Document ID
7. **Description** - Optionally, enter a description for additional context

5. Select **Save**.
6. Navigate to the **Preview** tab to preview the layout.
7. Save the X-Page or continue to the **Deploy** tab to publish the X-Page. See [Deploying Pages to Vault CRM Using X-Pages Studio](DeployPage.htm) for more information.

#### Adding an Interactive Click-to-Open Document

Text elements on an X-Page, for example, detail fields or metric highlights, can be configured to open a Vault document when selected. This is only available to content types that support Deep Linking. See [Using Deep Linking in X-Pages](../CustomizeX_Pages/DeepLinking.htm) for more information.

To add an interactive click-to-open document:

1. Sign into **X-Pages Studio**.
2. Select the appropriate X-Pages.
3. Navigate to the **Layout** tab.
4. Drag-and-drop supported **Documents** display elements onto the canvas.
5. Select the element’s **View Actions > Open Document**.
6. Populate the **Document ID** field.
7. Select **Save**.

### Using Document-Enabled X-Pages as

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)End Users](#)

Documents are organized in the Documents section on the X-Page, based on the Documents List display element.
Select a document to display it in the Vault document viewer.

### Related Topics

[X-Pages Overview](../X_PagesOverview.htm)

[Defining X-Pages Layouts](DefineLayout.htm)

[Using Deep Linking in X-Pages](../CustomizeX_Pages/DeepLinking.htm)