Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/CLMDocModel/DocModelConfig.htm

## Configuring CLM as Document Model

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

CLM as Document Model enables customers to manage all their CLM content in Vault CRM using document types.

* Presentation – A binder for a CLM presentation containing one or more Slide documents
* Slide – An individual document in a CLM presentation. These can be different media types. Requires a distribution package containing all the appropriate source files and a viewable rendition of the document.
* Shared Resource – A common HTML5 asset used in multiple HTML5 slides. Requires a distribution package containing all the appropriate source files and assets of the resource.

#### Distribution Packages

A distribution package is a compressed file (.zip) containing all the appropriate source files for the slide. Content creators must create distribution packages for and upload them directly to Slide and Shared Resource documents. The recommended maximum file size for a distribution package is 2 GB. See [Packaging Custom CLM Content](CreatingContent/PackageContent.htm) for more information and best practices for content packaging.

#### Viewable Renditions

A viewable rendition is an image of the slide or shared resource as it should display for end users in the browser.

Viewable renditions for Slide and Shared Resource documents are automatically generated after the source files are uploaded.

#### Related Documents for Slides

Shared resources and sub-presentations can be added to Slide documents as related documents. The following conditions apply:

* A Slide document can only have one Related Shared Resource and one Related Sub Presentation
* The Related Shared Resource must be a Shared Resource document and is only available for HTML5 Slide documents
* The Related Sub Presentation must be a Presentation binder

#### CRM Content Lifecycle

The Presentation, Slide, and Shared Resource Document Types are controlled by the CRM Content Lifecycle, which defines the states in the approval process for CLM content that indicate whether a presentation is available for use. Available states include:

* Draft – Content is not published
* Staged – Content is published and available for content testers and reviewers
* Approved – Content is published and available for end users
* Expired – Content is withdrawn and unavailable for end users
* Superseded – A previously Approved version has been replaced by a newer Approved version and is unavailable for end users

The CRM Content Lifecycle uses the following roles to determine a user’s visibility to a document:

* Content Administrator – Users can create, edit, approve, and expire content in Vault CRM
* Media Consumer – Users can sync Approved content in Vault CRM on the mobile devices and present the content in calls

#### Publishing Documents to the CDN

The Distribution Package Rendition for Slide documents and Shared Resource documents is published to the CDN to allow end users to download the content on their mobile devices. The distribution package is automatically published when moving a document to the Staged and Approved states. The CDN Processing Status field indicates if the distribution package has been successfully published. If the automatic publishing fails or when uploading a new version of a document, content admin users can also manually publish or withdraw the distribution package.

### Configuring CLM as Document Model for

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

To configure this feature:

1. Ensure the following features are configured:
   * [Application Profiles](../../Getting_Started/SettingUp/ApplicationProfiles.htm)
   * [Using Non-Blocking Sync](../../Getting_Started/MobileDeviceSetup/Sync/NonBlockingSync.htm)
2. Designate users as CLM Testing users:
   * Navigate to **Admin > Users & Groups > Vault Users**
   * Edit the appropriate **user\_\_sys** records
   * Select the **Enable CLM Testing Features** checkbox
   * Select **Save**
3. Ensure content admin users are assigned to the **Content Administrator** role for Presentation, Slide, and Shared Resource documents via Dynamic Access Control. See [About Dynamic Access Control for Documents](https://platform.veevavault.help/en/gr/31824/) in the Vault Platform Help for more information.
4. Ensure content admin users have **Create Binder Permission** for the Presentation document type, and **Create Document Permission** for the Slide and Shared Resource document types. See [How to Set Permissions for Creating Binders](https://platform.veevavault.help/en/gr/4486/#how-to-set-permissions-for-creating-binders) and [How to Edit Document Types](https://platform.veevavault.help/en/gr/618/#EditingDocTypes) in the Vault Platform Help for more information.
5. Grant the following permissions:

   | Object | Object Permission | Object Types | Fields | Field Permission |
   | --- | --- | --- | --- | --- |
   | brand\_\_v | R | n/a | * created\_by\_\_v * created\_date\_\_v * deleted\_in\_source\_\_v * global\_id\_\_sys * id * link\_\_sys * modified\_by\_\_v * modified\_date\_\_v * name\_\_v * original\_source\_id\_\_v * product\_family\_\_v * product\_type\_\_v * source\_status\_\_v * source\_vault\_id\_\_v * status\_\_v * vexternal\_id\_\_v | Read |
   | call2\_key\_message\_\_v | CRE | n/a | * clm\_id\_\_v * modified\_date\_\_v * presentation\_id\_\_v | Read |
   | * clm\_presentation\_name\_\_v * key\_message\_name\_\_v * presentation\_binder\_\_v * products\_on\_slide\_document\_\_v * reaction\_\_v * share\_channel\_\_v * slide\_document\_\_v * user\_products\_on\_slide\_document\_\_v | Edit |
   | content\_preference\_\_v | CRED | * clm\_presentation\_label\_\_v * clm\_presentation\_favorite\_\_v | modified\_date\_\_v | Read |
   | * preference\_document\_\_v * clm\_presentation\_\_v * presentation\_mobile\_id\_\_v * presentation\_vexternal\_id\_\_v * label\_\_v * mobile\_id\_\_v * object\_type\_\_v * ownerid\_\_v | Edit |
   | directory\_\_v | CRE | clm\_\_v | * created\_by\_\_v * modified\_by\_\_v * modified\_date\_\_v | Read |
   | * display\_order\_\_v * external\_id\_\_v * level\_\_v * name\_\_v * object\_type\_\_v * ownerid\_\_v * parent\_directory\_\_v | Edit |
   | indication\_\_v | R | n/a | * created\_by\_\_v * created\_date\_\_v * deleted\_in\_source\_\_v * global\_id\_\_sys * id * link\_\_sys * modified\_by\_\_v * modified\_date\_\_v * name\_\_v * original\_source\_id\_\_v * source\_status\_\_v * source\_vault\_id\_\_v * status\_\_v | Read |
   | keyword\_\_v | R | n/a | * modified\_date\_\_v * name\_\_v | Read |
   | message\_\_v | R | n/a | * modified\_date\_\_v * ownerid\_\_v | Read |
   | multichannel\_activity\_line\_\_v | CRE | clm\_\_v | modified\_date\_\_v | Read |
   | * presentation\_binder\_\_v * slide\_document\_\_v * datetime\_\_v * duration\_\_v * event\_type\_\_v * key\_message\_v * mobile\_id\_\_v * multichannel\_activity\_\_v * name\_\_v * object\_type\_\_v * products\_on\_slide\_document\_\_v * user\_products\_on\_slide\_document\_\_v * vexternal\_id\_\_v * view\_order\_\_v | Edit |
   | multichannel\_activity\_\_v | CRE | clm\_\_v | * modified\_date\_\_v * name\_\_v | Read |
   | * media\_preview\_\_v * mobile\_id\_\_v * object\_type\_\_v * start\_datetime\_\_v * training\_\_v * call\_\_v * saved\_for\_later\_\_v | Edit |
   | multichannel\_settings\_\_v | R | n/a | * access\_clm\_from\_online\_call\_\_v * allow\_insecure\_local\_file\_access\_\_v * application\_profile\_\_v * clm\_content\_search\_\_v * clm\_explicit\_opt\_in\_\_v * clm\_filter\_fields\_\_v * clm\_laser\_pointer\_\_v * clm\_opt\_out\_behavior\_\_v * content\_document\_batch\_size\_\_v * content\_note\_batch\_size\_\_v * created\_by\_\_v * created\_date\_\_v * custom\_presentation\_management\_\_v * default\_directory\_\_v * enable\_binders\_docs\_\_v * enable\_clm\_from\_orders\_\_v * enhanced\_sub\_presentations\_\_v * external\_id\_\_v * global\_id\_\_sys * hide\_clm\_thumbnails\_in\_all\_dir\_view\_\_v * id * modified\_by\_\_v * modified\_date\_\_v * legacy\_crm\_id\_\_v * link\_\_sys * media\_search\_\_v * medical\_inquiry\_overlay\_\_v * name\_\_v * remote\_meeting\_default\_record\_type\_\_v * security\_profile\_\_v * select\_clm\_call\_record\_type\_\_v * setupownerid\_\_v * status\_\_v * swipe\_sensitivity\_\_v * track\_clm\_media\_preview\_\_v | Read |
   | product\_family\_\_v | R | n/a | * abbreviation\_\_v * created\_by\_\_v * created\_date\_\_v * deleted\_in\_source\_\_v * generic\_name\_\_v * global\_id\_\_sys * id * link\_\_sys * modified\_by\_\_v * modified\_date\_\_v * name\_\_v * original\_source\_id\_\_v * product\_category\_\_v * scientific\_name\_\_v * source\_status\_\_v * source\_vault\_id\_\_v * status\_\_v * therapeutic\_area\_\_v | Read |
   | vmobile\_object\_configuration\_\_v | R | tablet\_\_v | * document\_query\_modifier\_\_v * modified\_date\_\_v | Read |
   | website\_\_v | R | n/a | * modified\_date\_\_v * name\_\_v * url\_\_v | Read |
6. Navigate to **Business Admin > Objects > VMobile Object Configurations**.
7. Ensure VMOCs for the following objects are active:
   * documents
   * Where Clause – WHERE TONAME(type\_\_v) CONTAINS ('presentation\_\_v', 'slide\_\_v', 'shared\_resource\_\_v') AND TONAME(lifecycle\_\_v) = 'crm\_content\_lifecycle\_\_v' AND TONAME(status\_\_v) CONTAINS ('staged\_\_v', 'approved\_\_v')
   * Enable Enhanced Sync – Yes
   * Document Query Modifier – All Versions
   * Application Profile – The Application Profile you created for content admin users
   * binder\_node\_\_sys
   * Where Clause – WHERE TONAME(binder\_\_sysr.type\_\_v) = 'presentation\_\_v' AND TONAME(binder\_\_sysr.lifecycle\_\_v) = 'crm\_content\_lifecycle\_\_v' AND TONAME(document\_\_sysr.type\_\_v) CONTAINS ('presentation\_\_v', 'slide\_\_v') AND TONAME(document\_\_sysr.lifecycle\_\_v) = 'crm\_content\_lifecycle\_\_v' AND type\_\_sys = 'document\_\_sys'
   * Enable Enhanced Sync – Yes
   * Application Profile – The Application Profile you created for content admin users
   * relationships
   * Where Clause – WHERE TONAME(source\_\_vr.type\_\_v) = 'slide\_\_v' AND TONAME(source\_\_vr.lifecycle\_\_v) = 'crm\_content\_lifecycle\_\_v' AND TONAME(source\_\_vr.status\_\_v) CONTAINS ('staged\_\_v', 'approved\_\_v') AND source\_\_vr.binder\_\_v = false AND relationship\_type\_\_v CONTAINS ('related\_shared\_resource\_\_v', 'related\_sub\_presentation\_\_v')
   * Enable Enhanced Sync – Yes
   * Application Profile – The Application Profile you created for content admin users
   * brand\_\_v
   * content\_preference\_\_v
   * Where Clause – WHERE ownerid\_\_v = @@USER\_ID@@
   * directory\_\_v
   * indication\_\_v
   * keyword\_\_v
   * message\_\_v
   * Where Clause – WHERE language\_\_vr.admin\_key\_\_sys CONTAINS (@@USER\_LANGUAGE\_CODE@@,'en') AND category\_\_v CONTAINS ('RemoteMeeting', 'iPad', 'CONTENT', 'CLM', 'Common', 'EngageLink')
   * multichannel\_settings\_\_v
   * Where Clause – WHERE application\_profile\_\_v = @@USER\_APP\_PROFILE\_ID@@ OR (application\_profile\_\_v = null AND security\_profile\_\_v = null)
   * product\_family\_\_v
   * website\_\_v
8. Navigate to **Business Admin > Objects > Multichannel Settings**.
9. Create a **Multichannel Settings** record with the following information:
   * Application Profile – The Application Profile you created for content admin users
   * Enable CLM Binders and Documents – Yes

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

To configure this feature:

1. Ensure the following features are configured:
   * [Application Profiles](../../Getting_Started/SettingUp/ApplicationProfiles.htm)
   * [Using the My Setup Tab](../../Products/MySetupPage.htm)
   * [Using Non-Blocking Sync](../../Getting_Started/MobileDeviceSetup/Sync/NonBlockingSync.htm)
   * [Sharing Documents with Users via My Setup Products](CreatingContent/MySetupProductsSharing.htm)
2. Ensure end users are assigned to the **Media Consumer** role for Presentation, Slide, and Shared Resource documents via Dynamic Access Control. See [About Dynamic Access Control for Documents](https://platform.veevavault.help/en/gr/31824/) in the Vault Platform Help for more information.
3. Assign the [CLM End User Permission Set](../../PermissionSets.htm#CLMEndUser) to the appropriate security profiles, which includes:

   | Object | Object Permission | Object Types | Fields | Field Permission |
   | --- | --- | --- | --- | --- |
   | brand\_\_v | R | n/a | * created\_by\_\_v * created\_date\_\_v * deleted\_in\_source\_\_v * global\_id\_\_sys * id * link\_\_sys * modified\_by\_\_v * modified\_date\_\_v * name\_\_v * original\_source\_id\_\_v * product\_family\_\_v * product\_type\_\_v * source\_status\_\_v * source\_vault\_id\_\_v * status\_\_v * vexternal\_id\_\_v | Read |
   | call2\_key\_message\_\_v | CRE | n/a | * clm\_id\_\_v * modified\_date\_\_v * presentation\_id\_\_v | Read |
   | * clm\_presentation\_name\_\_v * key\_message\_name\_\_v * presentation\_binder\_\_v * products\_on\_slide\_document\_\_v * reaction\_\_v * share\_channel\_\_v * slide\_document\_\_v * user\_products\_on\_slide\_document\_\_v | Edit |
   | content\_preference\_\_v | CRED | * clm\_presentation\_label\_\_v * clm\_presentation\_favorite\_\_v | modified\_date\_\_v | Read |
   | * preference\_document\_\_v * clm\_presentation\_\_v * presentation\_mobile\_id\_\_v * presentation\_vexternal\_id\_\_v * label\_\_v * mobile\_id\_\_v * object\_type\_\_v * ownerid\_\_v | Edit |
   | directory\_\_v | CRE | clm\_\_v | * created\_by\_\_v * modified\_by\_\_v * modified\_date\_\_v | Read |
   | * display\_order\_\_v * external\_id\_\_v * level\_\_v * name\_\_v * object\_type\_\_v * ownerid\_\_v * parent\_directory\_\_v | Edit |
   | indication\_\_v | R | n/a | * created\_by\_\_v * created\_date\_\_v * deleted\_in\_source\_\_v * global\_id\_\_sys * id * link\_\_sys * modified\_by\_\_v * modified\_date\_\_v * name\_\_v * original\_source\_id\_\_v * source\_status\_\_v * source\_vault\_id\_\_v * status\_\_v | Read |
   | keyword\_\_v | R | n/a | * modified\_date\_\_v * name\_\_v | Read |
   | message\_\_v | R | n/a | * modified\_date\_\_v * ownerid\_\_v | Read |
   | multichannel\_activity\_line\_\_v | CRE | clm\_\_v | modified\_date\_\_v | Read |
   | * presentation\_binder\_\_v * slide\_document\_\_v * datetime\_\_v * duration\_\_v * event\_type\_\_v * key\_message\_v * mobile\_id\_\_v * multichannel\_activity\_\_v * object\_type\_\_v * products\_on\_slide\_document\_\_v * user\_products\_on\_slide\_document\_\_v * vexternal\_id\_\_v * view\_order\_\_v * name\_\_v | Edit |
   | multichannel\_activity\_\_v | CRE | clm\_\_v | * modified\_date\_\_v * name\_\_v | Read |
   | * media\_preview\_\_v * mobile\_id\_\_v * object\_type\_\_v * start\_datetime\_\_v * training\_\_v * call\_\_v * saved\_for\_later\_\_v | Edit |
   | multichannel\_settings\_\_v | R | n/a | * access\_clm\_from\_online\_call\_\_v * allow\_insecure\_local\_file\_access\_\_v * application\_profile\_\_v * clm\_content\_search\_\_v * clm\_explicit\_opt\_in\_\_v * clm\_filter\_fields\_\_v * clm\_laser\_pointer\_\_v * clm\_opt\_out\_behavior\_\_v * content\_document\_batch\_size\_\_v * content\_note\_batch\_size\_\_v * created\_by\_\_v * created\_date\_\_v * custom\_presentation\_management\_\_v * default\_directory\_\_v * enable\_binders\_docs\_\_v * enable\_clm\_from\_orders\_\_v * enhanced\_sub\_presentations\_\_v * external\_id\_\_v * global\_id\_\_sys * hide\_clm\_thumbnails\_in\_all\_dir\_view\_\_v * id * modified\_by\_\_v * modified\_date\_\_v * legacy\_crm\_id\_\_v * link\_\_sys * media\_search\_\_v * medical\_inquiry\_overlay\_\_v * name\_\_v * remote\_meeting\_default\_record\_type\_\_v * security\_profile\_\_v * select\_clm\_call\_record\_type\_\_v * setupownerid\_\_v * status\_\_v * swipe\_sensitivity\_\_v * track\_clm\_media\_preview\_\_v | Read |
   | product\_family\_\_v | R | n/a | * abbreviation\_\_v * created\_by\_\_v * created\_date\_\_v * deleted\_in\_source\_\_v * generic\_name\_\_v * global\_id\_\_sys * id * link\_\_sys * modified\_by\_\_v * modified\_date\_\_v * name\_\_v * original\_source\_id\_\_v * product\_category\_\_v * scientific\_name\_\_v * source\_status\_\_v * source\_vault\_id\_\_v * status\_\_v * therapeutic\_area\_\_v | Read |
   | vmobile\_object\_configuration\_\_v | R | tablet\_\_v | * document\_query\_modifier\_\_v * modified\_date\_\_v | Read |
   | website\_\_v | R | n/a | * modified\_date\_\_v * name\_\_v * url\_\_v | Read |
4. Navigate to **Business Admin > Objects > VMobile Object Configurations**.
5. Ensure VMOCs for the following objects are active:
   * documents
   * Where Clause – WHERE TONAME(type\_\_v) CONTAINS ('presentation\_\_v', 'slide\_\_v', 'shared\_resource\_\_v') AND TONAME(lifecycle\_\_v) = 'crm\_content\_lifecycle\_\_v' AND TONAME(status\_\_v) CONTAINS ('approved\_\_v')
   * Enable Enhanced Sync – Yes
   * Document Query Modifier – All Versions
   * Application Profile – The Application Profile you created for CLM end users
   * binder\_node\_\_sys
   * Where Clause – WHERE TONAME(binder\_\_sysr.type\_\_v) = 'presentation\_\_v' AND TONAME(binder\_\_sysr.lifecycle\_\_v) = 'crm\_content\_lifecycle\_\_v' AND type\_\_sys = 'document\_\_sys'
   * Enable Enhanced Sync – Yes
   * Application Profile – The Application Profile you created for CLM end users
   * relationships
   * Where Clause - WHERE TONAME(source\_\_vr.type\_\_v) = 'slide\_\_v' AND TONAME(source\_\_vr.lifecycle\_\_v) = 'crm\_content\_lifecycle\_\_v' AND TONAME(source\_\_vr.status\_\_v) = 'approved\_\_v' AND source\_\_vr.binder\_\_v = false AND relationship\_type\_\_v CONTAINS ('related\_shared\_resource\_\_v', 'related\_sub\_presentation\_\_v')
   * Enable Enhanced Sync – Yes
   * Application Profile – The Application Profile you created for CLM end users
   * brand\_\_v
   * content\_preference\_\_v
   * Where Clause – WHERE ownerid\_\_v = @@USER\_ID@@
   * directory\_\_v
   * indication\_\_v
   * keyword\_\_v
   * message\_\_v
   * Where Clause – WHERE language\_\_vr.admin\_key\_\_sys CONTAINS (@@USER\_LANGUAGE\_CODE@@,'en') AND category\_\_v CONTAINS ('RemoteMeeting', 'iPad', 'CONTENT', 'CLM', 'Common', 'EngageLink')
   * multichannel\_activity\_\_v
   * Where Clause - WHERE (ownerid\_\_v = @@USER\_ID@@ AND object\_type\_\_vr.api\_name\_\_v = 'clm\_\_v' AND saved\_for\_later\_\_v = true)
   * Meta Data Only - Yes
   * multichannel\_activity\_line\_\_v
   * Meta Data Only - Yes
   * multichannel\_settings\_\_v
   * Where Clause – WHERE application\_profile\_\_v = @@USER\_APP\_PROFILE\_ID@@ OR (application\_profile\_\_v = null AND security\_profile\_\_v = null)
   * product\_family\_\_v
   * website\_\_v
6. Navigate to **Business Admin > Objects > Multichannel Settings**.
7. Create a **Multichannel Settings** record with the following information:
   * Application Profile – The Application Profile you created for CLM end users
   * Enable CLM Binders and Documents – Yes

#### Populating Veeva Messages

1. Populate the **CLM\_FILTER\_FIELDS** Veeva Message with a comma-delimited list of Presentation document field names to display as filters, for example, detail\_product\_\_v,custom\_indication\_\_c,indication\_\_v.
2. Populate the **CLM\_PRESENTATION\_GROUPING** Veeva Message with a comma-delimited list of Presentation document field names to group presentations.

#### Enabling Veeva Settings

1. Navigate to the **Business Admin > Objects > Veeva Settings**.
2. Select the appropriate **veeva\_settings\_\_v** record.
3. Enable the following settings:

   | Veeva Setting | Description |
   | --- | --- |
   | clm\_enable\_auto\_launch\_\_v | Select this checkbox to enable presentations to launch directly from the media library and display the first slide. |
   | clm\_highlighter\_pen\_\_v | Select this checkbox to enable the highlighter pen in the CLM media player. |
   | clm\_select\_account\_preview\_mode\_\_v | Select this checkbox to enable users to select an account and create a call while previewing media in the CLM media player. |
   | clm\_presentation\_grouping\_\_v | Populate this text field with the CLM\_PRESENTATION\_GROUPING Veeva Message to define possible groupings of CLM presentations in the media library. |

#### Enabling Multichannel Settings

1. Navigate to the **Business Admin > Objects > Multichannel Settings**.
2. Select the appropriate **multichannel\_settings\_\_v** record.
3. Enable the following settings:

   | Multichannel Setting | Description |
   | --- | --- |
   | clm\_filter\_fields\_\_v | Populate this text field with the CLM\_FILTER\_FIELDS Veeva Message to define presentation attributes as filters for the media library. |
   | clm\_laser\_pointer\_\_v | Select this checkbox to enable the laser pointer when end users display CLM content. |
   | track\_clm\_media\_preview\_\_v | Populate this text field with the appropriate value:  * 0 or NULL - Do not track use * 1 - Track all media player use, including training * 2 - Track training use only |

#### Additional Configuration

If [Viewing and Downloading Files Using the Files Tab](../../Getting_Started/MobileDeviceSetup/DocumentsAttachments/FilesTab.htm) is configured, ensure the **Sync Configuration Mode Veeva Setting** is populated with the value 1 to allow multiple active VMOCs for the same objects.

### Related Topics

[CLM Overview](CLMMainOverview.htm)

[Managing CLM Content as Documents in Vault CRM](CreatingContent/ManageDocModel.htm)

[Sharing Documents with Users via My Setup Products and Content Groups](CreatingContent/MySetupProductsSharing.htm)