You can manage display names for both Presentations and ISI and PI documents in the HCP Content Player in Veeva CRM.
Managing Display Names for ISI and PI Documents
Display names display for ISI and PI footer links and in the HCP Content Player. This ensures the correct names display to HCPs when viewing content from a web link.
When creating or editing an ISI or PI document in Vault, populate the crm_external_display_name__v field with the appropriate display name. This field is mapped to the External_Display_Name_vod field on the appropriate Reference_Document_vod record in Veeva CRM as part of the CLM integration. See Accessing ISI and PI Documents for CLM Content in the HCP Content Player in Veeva CRM Help for more information.
When HCPs access an ISI or PI link in the HCP Content Player, the document displays in a new tab and the display name displays at the top of the browser window.
Managing Presentation Display Names
Display names display for web link previews and in the HCP Content Player. This ensures the correct names display to HCPs when viewing content from a web link.
When creating or editing a CLM presentation in Vault, populate the crm_external_display_name__v field with the appropriate display name. This field is mapped to the External_Display_Name_vod field on the appropriate CLM_Presentation_vod record in Veeva CRM as part of the CLM integration. See Managing Presentation Display Names in Veeva CRM Help for more information.
When users send to a web link, the link preview is generated with the defined presentation display name.
When HCPs access the link and view the content in the HCP Content Player, the presentations display name displays at the top of the browser window.
Note: By default, the crm_external_diplay_name__v is inactive. You must activate this field and add it to any document types used for auto-publishing or on Multichannel Presentations. This field allows a custom name to be used for the presentation when displayed on the CRM client as opposed to the presentation name.