Uploading Vault Documents as Meeting Materials for Medical Interactions

Users can upload Vault documents as meeting materials for Medical Interactions. When creating a Medical Interaction, users can then add a Vault document as meeting material to indicate if the discussion occurred in association with a specific piece of content.

Who can use this feature?

Configuring Uploading Vault Documents as Meeting Materials for

To configure this feature:

  1. 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
  2. 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
  3. Navigate to Configuration > Document Setup > Document Types.
  4. Select Edit Details from the Actions Menu for medx_meeting_material__v.
  5. Select the Security tab.
  6. Select the appropriate user profile(s) for Create Document Permissions.
  7. Select Save.

Uploading Vault Documents as Meeting Materials as

To upload documents as Medical Interaction meeting materials:

  1. Select Create > Document from the menu bar.
  2. Select Upload.
  3. Select Continue.
  4. Drag and drop your document(s) into the blue area or select the upload icon.
  5. Select Classify documents now.
  6. Select User Uploaded Document › Medical Interaction Meeting Material as the document type.
  7. Select Next.
  8. Select Save.

Related Topics

Using Medical Interaction

Medical CRM Overview