Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/Engage/Share/AllowCLMDownload.htm

## Allowing Downloads for Auto-Published CLM Content and ISI and PI Documents from the HCP Content Player

Content creator users in PromoMats/MedComms can control whether a download button displays in the HCP Content Player for an auto-published CLM presentation and for ISI and PI documents. This allows HCPs to download content and view it without an internet connection or save a copy for reference.

For CLM presentations, the HCP Content Player only supports downloading auto-published CLM presentations. Downloading binders and slides and custom presentations is not supported.

**Who can use this feature?**

* CLM Integration Users - Browser
* Content Creator Users in PromoMats/MedComms - Browser
* [Allow downloads for auto-published content and ISI and PI documents from the HCP Content Player](#Allowing)
* End Users - Browser
* Engage Integration Users - Browser
* Users require an Engage license

### Configuring Auto-Published Content Downloads for

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

To configure this feature:

1. Navigate to **Admin > Users & Groups > Permission Sets**.
2. Select the appropriate permission set.
3. Select the **Objects** tab.
4. Grant Edit field permission to the following fields on the **clm\_presentation\_\_v** and **reference\_document\_\_v** objects:
   * allow\_pdf\_download\_\_v
   * allow\_source\_download\_\_v
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 following fields are mapped correctly:
   * allow\_source\_download\_\_v in Vault CRM = allow\_source\_download\_\_v in PromoMats/MedComms
   * allow\_pdf\_download\_\_v in Vault CRM = allow\_pdf\_download\_\_v in PromoMats/MedComms

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

To configure this feature:

1. Navigate to **Admin > Users & Groups > Permission Sets**.
2. Select the appropriate permission set.
3. Navigate to **Objects**.
4. Grant Edit field permission to the **downloaded\_rendition\_\_v** and reference\_document\_\_v fields on the message\_activity\_\_v object.

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

To configure this feature:

1. Navigate to **Admin > Users & Groups > Permission Sets**.
2. Select the appropriate permission set.
3. Navigate to **Objects**.
4. Grant the following permissions:

   | Object | Object Permission | Object Types | Fields | Field Permission |
   | --- | --- | --- | --- | --- |
   | clm\_presentation\_\_v | n/a | n/a | * allow\_pdf\_download\_\_v * allow\_source\_download\_\_v | Read |
   | message\_activity\_\_v | n/a | n/a | * downloaded\_rendition\_\_v * reference\_document\_\_v | Read |
   | reference\_document\_\_v | n/a | n/a | * allow\_pdf\_download\_\_v * allow\_source\_download\_\_v | Read |

### Allowing Downloads for Auto-Published Content and ISI and PI Documents from the HCP Content Player as

[![Closed](../../../../../Skins/Default/Stylesheets/Images/transparent.gif)Content Creator Users in PromoMats/MedComms](#)

Populate one or both of the following fields with the value CRM in the External Viewer section of the auto-published document or ISI or PI documents in PromoMats/MedComms:

* Allow PDF Download – Recipients can download a PDF rendition of the auto-published presentation or the ISI or PI document. This field maps to the allow\_pdf\_download\_\_v field on the clm\_presentation\_\_v or reference\_document\_\_v record in CRM.
* Allow Source Download – Recipients can download the source file for the auto-published presentation or the ISI or PI document. This field maps to the allow\_source\_download\_\_v field on the clm\_presentation\_\_v or reference\_document\_\_v record in CRM.

If both fields are populated, selecting the download button in the HCP Content Player displays a dropdown menu with the options PDF and Source File. See [Using the HCP Content Player](HCPContentPlayer.htm) for more information.

### Related Topics

[Sharing CLM Content via Web Link](ShareCLMLink.htm)

[Using the HCP Content Player](HCPContentPlayer.htm)