To configure this feature:

1. Ensure Configuring CLM is complete.
2. Ensure Sharing CLM Content via Web Link and Accessing ISI and PI Documents for CLM Content in the HCP Content Player are configured.
3. Navigate to Business Admin > Objects > Veeva Messages (message__v).
4. Ensure the following Veeva Messages are active for the appropriate languages:
   • ISI_FOOTER;;EngageLink
   • PI_FOOTER;;EngageLink

   See Selecting the Appropriate Link Language for more information about the language matching in web link messages.

5. Navigate to Business Admin > Objects > VMobile Object configurations (vmobile_object_configuration__v).
6. Ensure the message__v VMOC does not filter out languages users need for ISI and PI links.

Managing ISI and PI Link Text

To manage the text displayed for ISI and PI links, update the following Veeva Messages:

• ISI_FOOTER;;EngageLink – defines the text for the ISI link
• PI_FOOTER;;EngageLink – defines the text for the PI link without a boxed warning

Boxed warnings are required warnings for certain products informing users about the risks associated with each product. PI documents can include boxed warnings, which must be included with the PI link when sharing content with HCPs.

In PromoMats/MedComms, to indicate a PI document contains a boxed warning, content admins must select Yes for the contains_boxed_warning__v field on the PI document. When the PI document syncs to Vault CRM, the contains_boxed_warning__v field on the reference_document__v record created for the document is automatically selected.

To configure this feature:

1. Navigate to Admin > Users & Groups > Permission Sets.
2. Select the appropriate permission set.
3. Navigate to Objects > Reference Document (reference_document__v).
4. Grant the CLM integration user Edit permission to the contains_boxed_warning__v field on the reference_document__v object.
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 contains_boxed_warning__v field on the reference_document__v object in Vault CRM is appropriately mapped to the document field contains_boxed_warning__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 > Reference Document (reference_document__v).
4. Grant end users Read permission to the contains_boxed_warning__v field on the reference_document__v object.
5. Navigate to Business Admin > Objects > Veeva Messages (message__v).
6. Ensure the PI_BOXED_WARNING_FOOTER;;EngageLink Veeva Message is active for the appropriate languages.

Managing PI Link Text with Boxed Warnings

If PI links with boxed warnings are configured, manage the PI link text using the PI_BOXED_WARNING_FOOTER;;EngageLink Veeva Message.

End users can share web links for CLM presentations or websites from the media library or from Engage chat. When end users share a web link, ISI and PI links are included when either of the following is true:

• The selected content is an auto-published presentation, a binder and slides presentation, or an approved website. Both isi_document__v and pi_document__v fields are populated on the clm_presentation__v record.
• The selected content is a custom presentation. At least one of the key messages in the presentation has both the isi_document__v and pi_document__v fields populated. The message links to the ISI and PI documents for the first key message in the presentation with both fields populated.

Both the ISI and PI documents must be Approved. If the CLM content is associated with either an ISI document or a PI document, but not both, users cannot share the content via a web link and an error displays.

The ISI and PI text is stamped on the sent_message__v record created when sharing a web link. Interactions with the ISI and PI document links are tracked as message_activity__v records. Both are associated with the sent_message__v record for the original CLM content web link.

Selecting the Appropriate Link Language

Customers may have ISI and PI links defined in multiple languages. To ensure the message generated for the web link uses the appropriate language, the language of the ISI and PI links is selected based on the following logic:

• If there is a message template selected, match the language of the message template
• If there is no match to a message template due to one of the following reasons, match the language of the clm_presentation__v record
• Message templates are not configured
• The user selects No Message
• If there is no match to the language of the clm_presentation__v record, match the end user's language
• If there is no match to the end user's language, the content cannot be sent

The following needs to be configured to include ISI and PI text for web links sent via Engage chat in imported chat logs:

• Importing Engage Connect Chat Logs into CRM as Call Records with Web Link for Content selected for the integration
• Importing Engage Connect Chat Logs into CRM as Chat Messages with Web Link for Content selected for the integration