Uploading Files as Meeting/Discussion Materials for Medical Interactions
During an interaction, an MSL might need to present content that is not available in their media library, for example, PowerPoints, PDFs, or other files the MSL has available to them from another source. Users can upload these files as materials used during the medical interaction. This allows for more accurate documentation of the interaction and also provides the home office with visibility into the content being used so they can determine if additional content should be created, or if existing content should be updated for wider audience distribution.
When uploaded, these files become a part of the Vault document library, and customers can configure workflows to further review these documents.
Who can use this feature?
- Medical Users - Browser
- Uploading Vault Documents as Meeting Materials
- Users do not require an additional license
Configuring Uploading Files as Meeting/Discussion Materials for
Medical Users
To configure this feature:
- Navigate to Admin > Users & Groups > Permission Sets.
- Select the appropriate permission set
- Select the Objects tab
- Select medx_meeting_material__v
- Grant Edit permission to the document__v field
- Select Save
- Navigate to Admin > Users & Groups > Permission Sets.
- Select the appropriate permission set
- Select the Application tab
- Select Edit
- Grant Access to File Staging
- Select Save
- Navigate to Configuration > Document Setup > Document Types.
- Select Edit Details from the Actions Menu for medx_meeting_material__v.
- Select the Security tab.
- Select the appropriate user profile(s) for Create Document Permissions.
- Select Save.
Uploading Files as Meeting/Discussion Materials as
Medical Users
To upload files as meeting/discussion materials for a medical interaction:
- Select Create > Document from the menu bar.
- Select Upload.
- Select Continue.
- Drag and drop your document(s) into the blue area or select the upload icon to select files to upload.
- Select Classify documents now.
- Select User Uploaded Document › Medical Interaction Meeting Material as the document type.
- Select Next.
- Select Save.
If you delete a Medical Interaction or meeting materials added to a medical interaction, related, uploaded documents are also deleted.
