Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/CLM/ManagingContent/ManageinCRM/CloneContent.htm

## Copying Presentations with Slides and Key Messages

* Object Model

Content admin users can create CLM presentations by copying existing presentations, including the slides and key messages. Copying existing presentations allows content admin users to create many presentations with the same structure very quickly.

**Who can use this feature?**

* Content Admin Users - Browser
* [Copy presentations](#Copying)
* Users do not require an additional license

### Configuring Copying Presentations for

[![Closed](../../../../../../Skins/Default/Stylesheets/Images/transparent.gif)Content Admin Users](#)

To configure this feature:

1. Ensure [Configuring CLM as Object Model](../../ConfiguringCLM/CLMBasicConfig.htm) is complete.
2. Navigate to **Admin > Users & Groups > Permission Sets**.
3. Select the permission set for the appropriate user profile.
4. Select the **Objects** tab.
5. Grant the following permissions:

   | Object | Object Permission | Object Types | Fields | Field Permission |
   | --- | --- | --- | --- | --- |
   | clm\_presentation\_slide\_\_v | CRE | n/a | n/a | n/a |
   | clm\_presentation\_\_v | CRE | n/a | n/a | n/a |
   | key\_message\_\_v | CRE | n/a | n/a | n/a |
6. Grant View and Execute access to the **Copy with Related Records** action.
7. Navigate to **Pages**.
8. Grant View permission to the **Copy Presentation** page.
9. Navigate to **Admin > Configuration > Objects > CLM Presentations > Layouts**.
10. Edit the appropriate layout.
11. Select **Insert Section**.
12. Select **CLM Presentation Slide**.
13. Select **Save**.

To enable the Copy with Related Records action on CLM presentation records:

1. Navigate to **Admin >Configuration > Objects > CLM Presentation > Actions**.
2. Select **Create**.
3. Select **Copy with Related Records**.
4. Select **Continue**.
5. Ensure the Status field is set to **Active**.
6. Select **Save**.

### Copying Presentations as

[![Closed](../../../../../../Skins/Default/Stylesheets/Images/transparent.gif)Content Admin Users](#)

To create a copy of a presentation:

1. Navigate to the appropriate **clm\_presentation\_\_v** record.
2. Select the **All Actions** button.

   ![](../../../../../Resources/Images/Multichannel/CLM/ManageInCRM/CLMRecordActions.png)
3. Select **Copy with Related Records**.

   ![](../../../../../Resources/Images/Multichannel/CLM/ManageInCRM/CopyWithRelatedRecords.png)
4. Select whether to copy the associated key\_message\_\_v records:
   * Do Not Include – Copy the clm\_presentation\_\_v record and the associated clm\_presentation\_slide\_\_v records. The clm\_presentation\_slide\_\_v records reference the original presentation’s key\_message\_\_v records.
   * Include Key Messages – Copy the clm\_presentation\_\_v record, the associated clm\_presentation\_slide\_\_v records, and the associated key\_message\_\_v records. The clm\_presentation\_slide\_\_v records reference the new key\_message\_\_v records.

   The media file for a key\_message\_\_v record is not copied to the new record.
5. Select **Save** for the copied clm\_presentation\_\_v record to save the copied presentation.

The process may take several minutes depending on the size of the presentation. Content admin users can navigate away from this page during this process. When the process completes or when an error occurs, the content admin user receives a notification email.

Any sub-presentations associated with a slide are automatically referenced in the copied presentation. Content admin users can update the records for the copied presentation as needed.

Content admin users can only copy presentations with key messages uploaded directly to Vault CRM or via FTPS. Copying presentations is not supported for CLM content managed in PromoMats/MedComms.

### Related Topics

[Copying Presentations to Other Vaults](MoveContent.htm)

[Uploading CLM Content via FTPS](UploadContentFTPS.htm)

[Uploading Media Files for Key Messages](UploadMediaFile.htm)