# Using Create Presentation Sometimes, you'll have a multi-page document that should be represented in the Engage player or in CLM as multiple slides within a presentation, for example, a 20-page PowerPoint presentation. Vault has a special feature that creates multiple _Multichannel Slide_ documents and a _Multichannel Presentation_ binder from a single document.

Note: If updating an existing presentation to include links where links didn’t exist before, you must select either Update all slides or Create new slides. The Create or update specific slide option is not supported in this instance. You can only use Create Presentation on documents with a PDF viewable rendition. Password protected documents prevent viewable renditions from being generated. Additionally, Create Presentation will not work for any password-protected PowerPoint files or PDFs.

## How to Generate a Presentation {#generate} Before it can be used, Create Presentation must be enabled by an Admin. To create a complete presentation from a single document: 1. Open the Doc Info page for your multi-page document. 2. From the Actions menu, choose **Create Presentation**. Note that your Admin may have given this action a different name. 3. Use the **Select an action to perform** options in the dialog to choose whether each page should be a separate _Multichannel Slide_ document or if the original document will be a single slide. Click **Continue**. 4. Optional: If creating separate slides, indicate whether to auto-fill the slides' _Name_ and _Title_ fields using page titles from the source file. 5. If this presentation already exists, choose if you want to **Update all slides**, **Create or update specific slides**, or **Create new slides**. Updating slides overwrites the existing slides, but creating new slides leaves existing slides as is. 6. Fill in fields for the _Multichannel Presentation_ binder. Be sure to set **Engage Content** or **CLM Content** to _Yes_. See details on field defaulting, CLM Integration fields and Engage Integration fields. 7. Click **Next**. 8. Fill in fields for the _Multichannel Slide_ documents. Be sure to set **Engage Content** or **CLM Content** to _Yes_. See details on field defaulting, CLM Integration fields and Engage Integration fields. 9. Click **Start** to create the presentation binder and slide documents. Depending on your Vault's activity, this may take a while. You'll receive a notification when the process is complete.

## Field Defaulting on Presentations {#default_presentations} When you use **Create Presentation**, Vault defaults field values for the new presentation: * First, from any fields that also applied to the original document * Second, from any Admin-defined default values for fields on the presentation If the _Do not copy this field during Make a Copy_ checkbox is enabled for a field that also applied to the original document, Vault uses the Admin-defined default value, if configured, or leaves the field blank. ## Field Defaulting on Slides {#default_slides} When you use **Create Presentation**, Vault defaults field values for the new slides: * First, from any fields that also applied to the presentation and original document * Second, from any Admin-defined default values for fields on the presentation and original document If the _Do not copy this field during Make a Copy_ checkbox is enabled for a field that also applied to the presentation and original document, Vault uses the Admin-defined default value, if configured, or leaves the field blank. ### Name & Title Fields When you create multiple slides from a document, the **Use PPTX page title as "Name" and "Title" for each slide document** option lets you auto-fill the _Name_ and _Title_ fields. If Vault is unable to find a page title for a given slide in the source file, you can enter values manually for these fields. To use this option, the source file for the original document must use PPTX format, for example, _cholecap\_safety\_hcp\_presentation.pptx_. ### CRM Media Type Field Vault auto-populates the _CRM Media Type_ field for multichannel slides. You cannot edit the auto-populated value during creation, and we recommend you do not change it after creation. If you choose to create a single slide from the document and the source document uses PPTX format, the **Retain PowerPoint as Source** option will auto-populate the _CRM Media Type_ field with the _PPTX_ file type. For all other source documents, the media type will default to _PDF_. If you choose to split the original document into separate slides, the media type will be _Image_, unless the source document is PowerPoint and contains at least one link, in which case the media type will be _HTML_. ### CRM Slide Notes Field By default, the _CRM Slide Notes_ field is inactive. When active, Vault auto-populates the field with speaker notes from the corresponding .PPTX slide when you click **Create Presentation** and select _Split the pages of this document into separate slides_, _Update all slides_, _Create or update specific slides_, or _Create new slides_. To disable this functionality, navigate to **Admin > \[Application\] Feature Settings > Multichannel Settings** and clear the **Auto-Populate CRM Slide Notes** checkbox.

Note: The CRM Slide Notes field does not support rich text formatting or non UTF-8 characters.

### Shared Fields All Multichannel document fields are shared. You can add Multichannel document fields to any document type. When you use **Create Presentation,** Vault copies the shared field values to the new presentation and slides. ## Retain PowerPoint as Source When you create a single slide from a document, the **Retain PowerPoint as Source** option preserves the original PowerPoint file instead of converting it to PDF. To use this option, the source file for the original document must use PPTX format, for example, _cholecap\_safety\_hcp\_presentation.pptx_. ## Retain Dynamic Link Content **Create Presentation** retains dynamic link content from PowerPoint presentations and converts source documents into HTML in order to retain intra-document links and external links. Note that **Create Presentation** does not retain dynamic link content for any other file types.

Note: Create Presentation does not support links to Custom Shows in PowerPoint. Link content should link to individual slides rather than Custom Shows.

## Sharing Settings You cannot modify the sharing settings for the presentation or slides while using the **Create Presentation** action. If you need to manually add users to roles, you can do so once the action is complete. When you re-use the action on the same document version, no changes will occur on the sharing settings for the presentation, but any manual assignments already made to the slides will need to be re-done because slides are always created as new documents, whereas presentations are simply versioned. ## Related Permissions Creating presentations requires various permissions and access settings. ## Using Create Presentation with Multichannel Loader If you have access to Multichannel Loader, you can trigger the Create Presentation action for multiple documents.