# Enable Automatic Generation of PSMF Documents from Vault Reports

With the 23R2 release, SafetyDocs supports <a href="/en/lr/01240/">automatically generating PSMF documents from Vault reports</a>. You can configure these reports to run whenever information is updated, and Vault will create a new version of the relevant document.

## 23R3 Update: Add the PSMF Annex Field to the PSMF Generated Report Classification
The _PSMF Annex_ field can be used to specify which annex of the PSMF is being uploaded. To add the _PSMF Annex_ field to the _PSMF Generated Report_ document classification:
1. Navigate to **Admin > Configuration > Document Fields > Pharmacovigilance System Master File > PSMF Generated Document > PSMF Generated Report**.
2. Select **Add > Existing Shared Field**.
3. In the _Use Shared Field_ window, select **PSMF Annex** from the picklist and then select **OK**.

## Add Document Fields
To add related document fields to the _PSMF Details_ section of the _Document Information_ page:
1. Navigate to **Admin > Configuration > Document Fields > Pharmacovigilance System Master File > PSMF Generated Document > PSMF Generated Report > Report Generation Type**.
2. Select **Edit**.
3. In the _Display Section_ field, select **PSMF Details** from the picklist, then select **Save**.
4. Navigate back to the _Document Fields_ page and select **Shared Fields**.
5. Complete steps 2 and 3 for the following fields:
    * **PSMF Jurisdiction**
    * **Report Format**
    * **Source Report**
    * **Source Report Prompt**

## Configure User Actions on the PSMF Generated Document Lifecycle
Navigate to **Admin > Configuration > Document Lifecycles > PSMF Generated Document Lifecycle > States > [State] > User Actions** and configure the _Upversion from Report_ action as a user action on the following states:
* _Generated_
* _Final_
* _Planned_

Create <a href="/en/lr/12339/#create">user actions</a> on the specified lifecycle states using the following criteria:
* **Condition Type**: Select **All conditions are met**
* **If**: Select **Classification > equals > Pharmacovigilance System Master File > PSMF Generated Document > PSMF Generated Report**
* **Allow the following actions**:
    * Select **Upversion from Report**
    * **Action Label**: Enter a value depending on the lifecycle state:
        * **Generated**: Enter `Update Content from Report`
        * **Final**: Enter `Create Draft from Report`
        * **Planned**: Enter `Generate from Report`