Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/CLM/ManagingMediaPlayer/SlideNotes.htm

## Viewing Slide Notes in Presentations

* Object Model

When preparing CLM content in the CLM media player, users can view notes for each key message to ensure they deliver specific, tailored content to HCPs. Slide notes for auto-published PowerPoint content are automatically synced from PromoMats/MedComms.

**Who can use this feature?**

* Content Admin Users - Browser
* [Sync slide notes](#Syncing)
* End Users - CRM Desktop (Windows), iPad, iPhone, Windows
* [View slide notes](#Viewing)
* Integration Users - Browser
* Users do not require an additional license

### Configuring Slide Notes

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

Integration users must be assigned to a custom permission set.

To enable slide notes for CLM presentations in CRM for integration users:

1. Ensure [Configuring CLM as Object Model](../ConfiguringCLM/CLMBasicConfig.htm) is complete.
2. Grant the following permissions:

   | Object | Object Permission | Object Types | Fields | Field Permission |
   | --- | --- | --- | --- | --- |
   | clm\_presentation\_\_v | n/a | n/a | auto\_slide\_notes\_\_v | Edit |
   | total\_slides\_\_v | Read |
   | key\_message\_\_v | n/a | n/a | * hq\_slide\_notes\_\_v * slide\_notes\_version\_\_v | Edit |
   | update\_slide\_notes\_\_v | Read |
3. Navigate to the **CLM Admin Console** in the Settings tab.
4. Select **View Map** for the appropriate Vault connection in the Vault Connection Management section.
5. Select **Compare CRM to Vault**.

If the clm\_nav\_bar\_hide\_content\_\_v Veeva Setting is enabled, the slide content is obscured when displaying the slide notes.

#### Configuring Slide Notes in PromoMats/MedComms

To process slide notes from PowerPoint content in PromoMats/MedComms:

1. Grant PromoMats/MedComms integration users Read permission to the **format\_\_v** field on the Multichannel Presentation document type and any other document types used for auto-publishing.
2. Navigate to **Admin > Configuration > Document Fields**.
3. Ensure the **format\_\_v** field is added to the Multichannel Presentation document type and any other document types used for auto-publishing.
4. Navigate to **Admin > Configuration > Document Lifecycles**.
5. Select the appropriate document lifecycle.
6. Select the **States** tab.
7. Select the appropriate state.
8. Select the **Security Settings** tab.
9. Grant **Download Source** permission to the appropriate roles for PromoMats/MedComms integration users.

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

To enable slide notes for CLM presentations in CRM:

1. Ensure [Configuring CLM as Object Model](../ConfiguringCLM/CLMBasicConfig.htm) is complete.
2. Grant the following permissions:

   | Object | Object Permission | Object Types | Fields | Field Permission |
   | --- | --- | --- | --- | --- |
   | key\_message\_\_v | n/a | n/a | hq\_slide\_notes\_\_v | Read |

### Syncing Slide Notes

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

PowerPoint presentations must be auto-published as multi-slide presentations. See [Using Auto-Publishing for CLM](../ConfiguringCLM/AutoPublishing.htm) for more information. The slide notes for auto-published PowerPoint content are synced from PromoMats/MedComms to the hq\_slide\_notes\_\_v field on the appropriate key\_message\_\_v records. Content admins can view the progress of syncing slide notes in the Slide Notes Process History section of the CLM Admin Console. Any text formatting from PowerPoint is preserved.

Admins can update the text in the hq\_slide\_notes\_\_v field for a PowerPoint slide synced from PromoMats/MedComms, but the changes are overridden in the next sync.

For other types of content published via binders and slides, content creators must populate the crm\_slide\_notes\_\_v field on the slide documents in PromoMats/MedComms. The crm\_slide\_notes\_\_v field syncs to the hq\_slide\_notes\_\_v field on the appropriate key\_message\_\_v records in CRM.

As a best practice to correctly sync slide notes, ensure the following:

* Each slide note contains fewer than 32,000 characters
* PowerPoint presentations contain 1000 slides or fewer
* Slide notes must be in plain text for data loading using Vault Loader. Admins can format the text via the rich text editor in Vault.
* Strikethrough text is not supported
* UTF-8 4-byte characters are not supported

### Viewing Slide Notes

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

iPad, iPhone, Windows
CRM Desktop (Windows)

To view slide notes when displaying a presentation:

1. Select the **All Actions** button to display the action menu.

   ![](../../../../Resources/Images/CLM/AdvFunct/SlideNotes/SlideNotes2.png)
2. Select **Show Slide Notes**.
3. ![](../../../../Resources/Images/CLM/AdvFunct/SlideNotes/SlideNotes5.png)

On the iPad and iPhone platforms, the slide notes also display when the iPad is in portrait mode.

![](../../../../Resources/Images/CLM/AdvFunct/SlideNotes/SlideNotes4.png)

When sharing content in an Engage meeting, sharing is paused when the user opens the slide notes and resumes when the user closes the notes. When sending a presentation via web link or QR Code®, the slide notes are not included.

When [Host Screen Sharing on iPad](../../Engage/Meet/HostScreenshare.htm) is enabled for the Engage Connect group to which the user belongs, sharing does not pause when slide notes are open.

When displaying presentations in Normal View, the slide notes display below the slide preview.

![](../../../../Resources/Images/CLM/AdvFunct/SlideNotes/SlideNotes6.png)

Users can select and drag the top of the notes panel to expand it and view more of the text.

![](../../../../Resources/Images/CLM/AdvFunct/SlideNotes/SlideNotes3.png)

When sharing content in an Engage meeting, sharing is paused when the user opens the slide notes and resumes when the user closes the notes. When sending a presentation via web link or QR Code®, the slide notes are not included.

### Related Topics

[Using Auto-Publishing for CLM](../ConfiguringCLM/AutoPublishing.htm)

[Displaying PowerPoint Presentations in CLM](../DisplayingPres/DisplayPPT.htm)