Using Auto-Publishing for CLM
Auto-publishing (previously single-doc publishing) for CLM allows PromoMats/MedComms content creators to make documents available for CLM by populating metadata specific to CRM directly on an original document. In PromoMats/MedComms, the distribution package required for CLM is automatically generated based on defined rendition settings. This eliminates the need to create and manage a separate Multichannel Binder and Multichannel Slides. Auto-publishing for CLM supports PowerPoint™, PDF, Word™, and video files.
Auto-publishing for CLM content in PromoMats/MedComms has the following benefits:
- Centralizes document attributes
- Streamlines the management of CRM content packages from a single PromoMats/MedComms document, eliminating the need to manage separate sets of the same document
- Condenses all document states to a single lifecycle
Who can use this feature?
- Browser Users
- Users do not require an additional license
- Content Admin Users, Content Creator Users, PromoMats/MedComms Admins Users
Defining CRM Rendition Settings in PromoMats/MedComms for Auto-Publishing as
PromoMats/MedComms Admin Users
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 Creator Users
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.
Configuring Vault CRM for Auto-Publishing as
Content Admin Users
To configure this feature:
- Navigate to the CLM Admin page in CRM.
- Select Single Doc or All as the connection type when creating or editing Vault PromoMats/MedComms credentials.
- Select View Map in the Vault Connection Management section.
- Select Compare CRM to Vault and verify the correct fields are mapped for the document types enabled for auto-publishing.
- Select Sync.
Considerations
- Auto-publishing only supports embedded images with the .png or .jpeg file extensions
- Auto-publishing supports slide titles and numbering for PowerPoint presentations via CRM Rendition settings in PromoMats/MedComms
