Viewing Slide Notes in Presentations
- Document Model
Content Creators and End Users can reference slide notes directly in Vault CRM while preparing or presenting CLM presentations. Content creators populate slide notes to provide crucial context; end users can view these notes in presentation mode across supported devices to maintain consistent messaging during HCP interactions. Slide notes sync automatically from source presentation files into Vault CRM without requiring manual re-entry.
Who can use this feature?
- Content Creators - Browser
- Syncing slide notes
- End Users - Browser, CRM Desktop (Windows), iPad, iPhone, Windows
- Viewing slide notes
- Users do not require an additional license
Configuring Slide Notes for
All Users
To configure this feature:
- Ensure Configuring CLM as Document Model is complete.
- Navigate to Admin > Users & Groups > Permission Sets.
- Select the appropriate permission set.
- Select the Objects tab.
-
Grant the following permissions:
Object Object Permissions Object Types Fields Field Permissions slide_notes__v
R
hq_slide_notes__v
- name__v
- notes__v
- slide_document__v
- last_modified_date__v
Read
- Navigate to Admin > Configuration > Document Types > Presentation.
- Enable the Allow attachments setting on the Presentation Document Type.
- Select Save.
- Navigate to Business Admin > Objects > VMobile Object Configurations.
- Activate VMOCs for the slide_notes__v object for the appropriate platforms (iPad, iPhone, Windows, Engage).
Syncing Slide Notes as
Content Creators
For PowerPoint presentations, the CLM sync process extracts the slide notes from .pptx files and stores them as Slide Notes (hq_slide_notes__v
If an extracted Slide Notes exceeds 32,000 characters, slide notes creation is skipped for the entire presentation.
For non-PowerPoint Presentations, content admins can populate the crm_slide_notes__v text field on Multichannel Slides in PromoMats/Medical Vault. The sync process creates a Slide Notes (hq_slide_notes__v
Viewing Slide Notes as
End Users
End users can view read-only slide notes during meeting preparation or live presentations.
To view slide notes when displaying a presentation:
- Select the All Actions button.
- Select Show Slide Notes.
End users can view read-only slide notes during meeting preparation or live presentations.
To view slide notes when displaying a presentation:
- Select the All Actions button.
- Select Show Slide Notes.
End users can view read-only slide notes during meeting preparation or live presentations.
To view slide notes when displaying a presentation:
- Select the All Actions button.
- Select Show Slide Notes.
When displaying presentations in Normal View, the slide notes display below the slide preview.
Users can select and drag the top of the notes panel to expand it and view more of the text.
