CRM Rendition Setting records in PromoMats/Medcomms define how presentations display to end users in the CLM media library in Vault CRM. PromoMats/MedComms admins define default CRM renditions by document type and file type. When a PromoMats/MedComms admin sets the Publish to CRM (CLM) (clm_content__v) field in a document's properties to true, the system generates the appropriate content and metadata for CRM in the background. See Creating CRM Rendition Settings for more information on configuring the default CRM Rendition Settings in Vault Help. For more information on renditions, see Working with Renditions in Vault Help.

Content creators can override the default rendition setting for a document type and file type by populating the CRM Rendition Override (crm_rendition_override__v) field when creating a document in PromoMats/MedComms. After the content creator saves the document, a distribution package is generated based on the selected rendition setting, instead of the default. See CRM Rendition Overrides in Vault Help for more information about the CRM Rendition Override field.

For example, to allow for slide level tracking when using the CLM media player, the default rendition setting for a PowerPoint file uploaded as a Field Medical > Slide document is Multi-Slide Presentation. However, some PowerPoint files contain embedded videos and animations pertinent to the message of the presentation. To ensure videos and animations are retained when launched from the CLM media library, content creators can select PowerPoint Presentation for the CRM Rendition Override field when uploading PowerPoint files to PromoMats/MedComms. This allows users to launch the content in the device’s PowerPoint app rather than the CLM media player. See Displaying PowerPoint Presentations in CLM for more information.

When an incorrect CRM Rendition Override value is populated for the document (for example, Single-Slide Video for a PowerPoint file), the distribution package is not generated. If updating the CRM Rendition Override value is the only change to a document, the distribution package is not re-generated when the document is saved. To update the rendition, content creators can update the Publish to CRM (CLM) field to Yes. The document is then reprocessed using the updated CRM Rendition Override value.

To configure this feature:

1. Navigate to the CLM Admin page in CRM.
2. Select Single Doc or All as the connection type when creating or editing Vault PromoMats/MedComms credentials.
3. Select View Map in the Vault Connection Management section.
4. Select Compare CRM to Vault and verify the correct fields are mapped for the document types enabled for auto-publishing.
5. Select Sync.