To configure this feature:

1. Ensure Configuring CLM and Sharing CLM Content via Web Link are complete.
2. Navigate to Admin > Users & Groups > Permission Sets.
3. Select the appropriate permission set.
4. Select the Objects tab.
5. Grant the following permissions:

   Object	Object Permissions	Object Type Access	Fields	Field Permissions
   clm_presentation__v	CRE	n/a	isi_document__v pi_document__v	Edit
   key_message__v	CRE	n/a	isi_document__v pi_document__v	Edit
   reference_document__v	CRE	isi__v pi__v	cdn_path__v created_by__v created_date__v global_id__sys id	Read
   			document_id__v language__v legacy_crm_id__v link__sys modified_by__v modified_date__v name__v object_type__v ownerid__v product__v reference_document_status__v status__v vault_dns__v vault_external_id__v vault_guid__v vault_last_modified_date_time__v veeva_distribution__v version__v vexternal_id__v	Edit
   veeva_distribution__v	CRED	crm_content__v	cdn_path__v	Read
   			cdn_status__v distribution_channel__v file_name__v file_type__v last_processed_date__v last_published_file__v last_published_version__v legacy_crm_id__v link__sys name__v object_type__v ownerid__v processing_status__v related_attachment_id__v related_object_name__v related_object_record_id__v status_details__v	Edit

6. Navigate to Admin > Configuration > Objects > Veeva Distribution (veeva_distribution__v) > Object Types.
7. Select the Distribution Channel (distribution_channel__v) field for the CRM Content (crm_content__v) object type.
8. Select Edit.
9. Add Published_Content to the Selected Values list.

   

10. Select Save.
11. Navigate to CRM Setup > Content Setup > CLM.
12. Select View Map for the appropriate PromoMats/MedComms connection in the Vault Connection Management Section.
13. Select Compare CRM to Vault to ensure the fields in Vault CRM are mapped to the correct fields in PromoMats/MedComms.

To configure this feature:

1. Ensure Configuring CLM and Sharing CLM Content via Web Link are complete.
2. Navigate to Admin > Users & Groups > Permission Sets.
3. Select the appropriate permission set.
4. Select the Objects tab.
5. Grant the following permissions:

   Object	Object Permissions	Object Type Access	Fields	Field Permissions
   clm_presentation__v	n/a	n/a	isi_document__v pi_document__v	Read To allow users to send custom presentations with associated ISI and PI documents via web link, grant Read and Edit field permission.
   key_message__v	R To allow users to send custom presentations with associated ISI and PI documents via web link, grant Read and Edit object permissions.	n/a	isi_document__v pi_document__v	Read To allow users to send custom presentations with associated ISI and PI documents via web link, grant Read and Edit field permission.
   reference_document__v	R	isi__v pi__v	cdn_path__v created_by__v created_date__v document_id__v external_display_name__v global_id__sys id language__v legacy_crm_id__v link__sys modified_by__v modified_date__v name__v object_type__v ownerid__v product__v reference_document_status__v status__v vault_dns__v vault_external_id__v vault_guid__v vault_last_modified_date_time__v veeva_distribution__v version__v vexternal_id__v	Read

6. Navigate to Business Admin > Objects > VMobile Object Configurations.
7. Activate a Full Sync VMOC for the reference_document__v object for the appropriate platform.

Content creators in PromoMats/MedComms can manage the display names for ISI and PI documents. See Managing Display Names for CLM Presentations and ISI and PI Documents for more information.

Content creators in PromoMats/MedComms can also configure the HCP Content Player to allow recipients to download the ISI and PI documents. See Allowing Downloads for Auto-Published CLM Content and ISI and PI Documents from the HCP Content Player for more information.

To allow ISI and PI documents to sync from PromoMats/MedComms to Vault CRM, content admins in PromoMats/MedComms must perform the following steps:

1. Navigate to Admin > Configuration > Document Fields.
2. Add the CRM Web Link Include ISI and PI (crm_web_link_include_isi_and_pi__v) field to the Multichannel Presentation Document Type, and any other document type with the Publish for Veeva CRM (Web link) (publish_for_veeva_crm_web_link__v) field added.
3. Navigate to All > Library.
4. Select an ISI or PI document.
5. Select Yes for the CRM Web Link Include ISI and PI (crm_web_link_include_isi_and_pi__v) field on the document. Ensure Yes is also selected for the Publish for Veeva CRM (Web link) (publish_for_veeva_crm_web_link__v) field.

The following document types and subtypes are supported for ISI and PI documents in PromoMats/MedComms:

To sync ISI and PI documents along with CLM content in Vault CRM, content admins must perform the following steps:

1. Navigate to CRM Setup > Content Setup > CLM.
2. Select Edit for the appropriate PromoMats/MedComms connection in the Vault Connection Management section and populate the Reference Documents WHERE Clause field. This step is optional.
3. Select View Map for the same PromoMats/MedComms connection.
4. Select Compare CRM to Vault to update the field mappings.
5. Ensure the isi_document_id__v and pi_document_id__v fields display in the Vault CRM side of the System CLM Fields section. Since Related ISI and PI are relationships in PromoMats/MedComms, these fields are not mapped to any PromoMats/MedComms fields.
6. Select Return to Previous Page.
7. Select Sync in the CLM Subscription History section.
   • A reference_document__v record is created for each available ISI document and PI document. The isi_document__v and pi_document__v fields on clm_presentation__v and key_message__v records are populated with the associated reference_document__v records.
   • For each Approved ISI and PI document, the source file is retrieved from PromoMats/MedComms, stored as an attachment on the appropriate reference_document__v record, and published to the CRM CDN. The publishing status is tracked on a veeva_distribution__v record, which is associated with the appropriate reference_document__v record.
   • If there is a new version of an ISI or PI document, the attachment on the reference_document__v record is overwritten. Content admins can view all versions of the attachment in the Attachment Version History.
   • If an existing veeva_distribution__v record is associated with an Approved reference_document__v record but the document is not published to the CRM CDN due to errors, the publishing process for the document is retried the next time the sync runs. The processing_status__v field on the veeva_distribution__v record is automatically updated to ready_to_publish__v.
   • If a published ISI or PI document is no longer Approved, it is withdrawn from the CRM CDN the next time the sync runs. The processing_status__v field on the veeva_distribution__v record is automatically updated to ready_to_withdraw__v.

When an HCP selects the web link for CLM content with associated ISI or PI documents, the content displays in the HCP Content Player in the browser and the associated ISI and PI documents for each slide are available as links below the slide in the bottom left corner (desktop) or the top right corner (mobile) of the window.

Selecting the link for an ISI or PI document displays the document in a new tab. Views of the documents are tracked on message_activity__v records in Vault CRM. See Using the HCP Content Player for more information about viewing documents and tracking activity in the HCP Content Player.