Allowing Downloads for Auto-Published CLM Content and ISI and PI Documents from the HCP Content Player

Content creator users in PromoMats/MedComms can control whether a download button displays in the HCP Content Player for an auto-published CLM presentation and for ISI and PI documents. This allows HCPs to download content and view it without an internet connection or save a copy for reference.

For CLM presentations, the HCP Content Player only supports downloading auto-published CLM presentations. Downloading binders and slides and custom presentations is not supported.

Who can use this feature?

  • Browser Users
  • Users require an Engage license
  • CLM Integration Users, Content Creator Users in PromoMats/MedComms , End Users, Engage Integration Users

Configuring Auto-Published Content Downloads for

To configure this feature:

  1. Navigate to Admin > Users & Groups > Permission Sets.
  2. Select the appropriate permission set.
  3. Select the Objects tab.
  4. Grant Edit field permission to the following fields on the clm_presentation__v and reference_document__v objects:
    • allow_pdf_download__v
    • allow_source_download__v
  5. Navigate to CRM Setup > Content Setup > CLM.
  6. Select View Map for the appropriate PromoMats/MedComms connection in the Vault Connection Management Section.
  7. Select Compare CRM to Vault to ensure the following fields are mapped correctly:
    • allow_source_download__v in Vault CRM = allow_source_download__v in PromoMats/MedComms
    • allow_pdf_download__v in Vault CRM = allow_pdf_download__v in PromoMats/MedComms

To configure this feature:

  1. Navigate to Admin > Users & Groups > Permission Sets.
  2. Select the appropriate permission set.
  3. Navigate to Objects.
  4. Grant Edit field permission to the downloaded_rendition__v and reference_document__v fields on the message_activity__v object.

To configure this feature:

  1. Navigate to Admin > Users & Groups > Permission Sets.
  2. Select the appropriate permission set.
  3. Navigate to Objects.
  4. Grant the following permissions:

    Object

    Object Permission

    Object Types

    Fields

    Field Permission

    clm_presentation__v

    n/a

    n/a

    • allow_pdf_download__v
    • allow_source_download__v

    Read

    message_activity__v

    n/a

    n/a

    • downloaded_rendition__v
    • reference_document__v

    Read

    reference_document__v

    n/a

    n/a

    • allow_pdf_download__v
    • allow_source_download__v
    		Read

Allowing Downloads for Auto-Published Content and ISI and PI Documents from the HCP Content Player as

Populate one or both of the following fields with the value CRM in the External Viewer section of the auto-published document or ISI or PI documents in PromoMats/MedComms:

  • Allow PDF Download – Recipients can download a PDF rendition of the auto-published presentation or the ISI or PI document. This field maps to the allow_pdf_download__v field on the clm_presentation__v or reference_document__v record in CRM.
  • Allow Source Download – Recipients can download the source file for the auto-published presentation or the ISI or PI document. This field maps to the allow_source_download__v field on the clm_presentation__v or reference_document__v record in CRM.

If both fields are populated, selecting the download button in the HCP Content Player displays a dropdown menu with the options PDF and Source File. See Using the HCP Content Player for more information.

Related Topics

Sharing CLM Content via Web Link

Using the HCP Content Player