# Working with CLM Content This article details how to create, send, publish, preview, and withdraw CLM content. For general information about CLM Integration, see [About CLM Integration](/en/lr/26517/). ## How to Add CLM Content The process below details the steps you'll need to complete in order to publish content to CLM. Generally, you won't follow these steps all at once. 1. Create a new document by uploading a source file. You can upload a PDF, image, or video file for Vault to [auto-generate a distribution package](/en/lr/25892/). For HTML content, you can [manually upload a ZIP file distribution package](/en/lr/25892/#manually) as the original source file. 2. Set the **Document Type** to _Multichannel Slide_. 3. Set the document field **Publish for Veeva CRM (CLM)** to _Yes_. 4. Set any additional document fields that are needed and finish the document creation process. Once the document is created and Vault has finished auto-generating distribution packages, Vault sends the content to CLM. (See [details about sending and distributing](/en/lr/26517/)). 5. Create a binder and set its **Document Type** to _Multichannel Presentation_. 6. Add _Multichannel Slide_ documents to the _Multichannel Presentation_ binder. 7. Take the binder through its lifecycle. 8. Log into CRM and sync with Vault. This action creates the records in CRM that match your Vault documents.
## How to Use Relationships for CLM Content When working with _Multichannel Slide_ documents, you can use certain [relationship types](/en/lr/21330/) to connect the content in CRM: * **Related Sub Presentation**: Connects a binder to the _Multichannel Slide_ document. The target binder must have the _Multichannel Presentation_ document type and its **Publish for Veeva CRM (CLM)** field must be set to _Yes_. In CRM, the connected binder appears as a required sub-presentation to that slide. * **Related Shared Resource**: Connects another document to the _Multichannel Slide_ document. The target document must have the _Multichannel Slide_ document type. Typically, this document will contain a bundle of images, CSS or JS files that are used within the referring slide. The document must have the **Shared Resource** field set to _Yes_. ## About Preview {#preview_clm} The Preview CLM action allows you to preview your content in a browser window without having to publish to CRM and sync to a mobile device. In order for CLM Preview to work, the latest version of the slides must undergo [Send to CLM](/en/lr/26517/#about-actions) before you preview content.
### How to Preview Content To preview content: 1. Open a _Multichannel Presentation_ binder and choose **Preview CLM** from the **Actions** menu. 2. If your binder has new or updated content, there may be a delay while Vault renders the preview. You'll receive a notification when the process is complete. 3. Once rendering is complete, return to the document and choose **Preview CLM** again. Subsequent previews for the same content do not require rendering and display immediately. 4. Optional: Click the email button (envelope icon) to send yourself or colleagues outside your Vault a link to the preview page. We recommend using this option to preview mobile content on a smartphone or tablet. The link is active for seven (7) days. Note that you cannot preview slides in _Expired_ state. Slides with non-HTML content must use the auto-generated distribution package. ### Content Rendering Content rendering depends on how the HTML content is created. Because of browser limitations, some CLM content may not render accurately in the preview window. Popup blockers can also prevent the preview from opening. For best preview results, open the preview using a mobile browser. From your web browser's preview window, email the preview to yourself and open it on a mobile device. ## How to Withdraw CLM Content You can withdraw individual _Multichannel Slide_ documents from CLM using the **Withdraw from Stage CLM** or **Withdraw from Production CLM** actions. If the documents have not yet been distributed, this will prevent distribution. If the documents are already distributed, this will make them unavailable for further distribution in CLM. Sales reps must sync their iPad or Windows device in order to remove the withdrawn content from the device. Note that if you withdraw a document and then update the distribution package, Vault will automatically resend the document. These options appear automatically in the Actions menu for any document that's been sent to CLM. By default, the _CRM Content Lifecycle_ withdraws documents as an entry action for the _Expired_ state. Deleting documents from the Vault will also withdraw them from CLM. Note that you cannot use the withdraw actions on binders, but can expire them through lifecycle state changes. ## Distributing CLM Content to China If your organization distributes content to Chinese customers, your Admin can enable the shared document field [_Use China CDN_](/en/lr/63412/). Then, you can set this field to **Yes** in the _Multichannel Properties_ section of the [Doc Info page](/en/lr/9753/) to indicate that Vault should replicate the content to the China-hosted CDN. ## Document Fields {#fields} The following document fields appear on documents or binders when using CLM Integration. All Multichannel document fields are shared fields. Although these fields apply primarily to _Presentation_ and _Slide_ document types, Admins can add the following document fields to any document type: | Field | Document Type | Function | | --- | --- | --- | | Publish for Veeva CRM (CLM) | Presentation, Slide | Indicates whether the document is valid content to send to CLM | | Publish for Veeva CRM (Web link) | Presentation, Slide | Indicates if the document can be shared as a web link from CRM | | Publish for Veeva CRM (Remote CLM) | Presentation, Slide | Indicates if the document can be shared during a remote CLM session from CRM | | CRM Manually Assigned Content Template | Presentation, Slide | Indicates one or more *CRM Message Template*s available to CRM users when sending presentations as web links | | CRM Target Platform | Presentation, Slide | Indicates if the content is optimized to work with a specific CRM platform. | | Presentation ID | Presentation | External ID of the presentation binder, used for "gotoSlide" references | | CRM Searchable Description | Presentation | Description that is searchable in CRM | | Start Date | Presentation | Date when the presentation becomes available (in CRM) for users to record calls against | | End Date | Presentation | Date when the presentation becomes unavailable for users (in CRM) to record calls against | | Hide from CLM Library | Presentation | Indicates whether the presentation is hidden (in CRM) in the "CLM Presentations" view and the presentation picker | | Training | Presentation | Makes the presentation viewable (in CRM) for training, but not for detailing | | CRM Directory | Presentation | Indicates the directory in which the presentation displays in CRM; note that this is an object field that refers to the _Directory_ object. | | Survey | Presentation | Aligns with _External_ID_vod__C_ on _Survey_vod_ in CRM; note that this is an object field that refers to the _Survey_ object. | | CRM Searchable Keywords | Presentation | This field supports tagging in CLM for CRM users who search for CLM Presentations; note that this is an object field that refers to the _Keyword_ object. | | Enable Survey Overlay | Presentation | Indicates if a "CLM Survey Overlay" should apply when the presentation displays in CRM | | Disable Actions | Slide | Indicates which actions should be disabled for the slide in CRM on iPad:
\- _Swipe_ refers to swiping left/right to move to the next/previous slide.
\- _Pinch to Exit_ refers to pinching the screen to exit the media player.
\- _Zoom_ refers to magnification on the slide.
\- _Rotation Lock_ refers to rotating the slide between portrait and landscape mode.
\- _History Buttons_ refers to buttons for navigating to previous CLM slides.
\- _Navigation Bar_ refers to CLM slide navigation bar. | | Segment | Slide | Indicates the segment for which the slide (key message) should display; if blank, the slide displays for all accounts that are not aligned with a segment. | | Custom Reaction | Slide | If populated, hides the reaction buttons when viewing the slide in CRM | | Detail Group | Slide | Aligns with the _Detail Group_ field in CRM; this field contains additional product information like a product description or therapeutic area | | CLM ID | Slide | CLM ID for Veeva CRM | | iOS Viewer | Slide | Select **WKWebView** for an improved view of HTML CLM on iOS 10 or later. Leave blank to use the legacy view of HTML CLM. | | Shared Resource | Slide | Indicates if the document will be used as a "Shared Resource" in CLM | | CRM Media Type | Slide | Indicates the type of document content: image, PDF, PPTX, HTML, or video; this helps ensure that Vault treats the distribution package correctly. | | Source Vault Link | Slide | Link to the source document that this document was copied from. | | HTML File Name | Slide | (CLM Preview only) You need to populate this field if the main HTML page in the ZIP is not named index.html. Vault does not require or validate this field, but the CLM Preview will not display the HTML if the field value is not correct. | | iOS Resolution | Slide | Indicates the resolution to use when displaying the slide on an iPad | | CRM Slide Notes | Slide | Includes speaker notes for .PPTX files only. You must activate this field. |
### iOS Resolution {#ios_resolution} CLM content can render in the native iPad resolution for 10.5", 11", and 12.9" iPads starting in 20R1. The document field _iOS Resolution_ (_ios\_resolution\_\_v_) allows you to control how CRM adjusts and renders content: * _Default for Device_ displays in the device's native resolution. * _Scale to 1024×768_ fixes the resolution and displays the content centered and letterboxed. * _Scale to Fit_ stretches the content to full screen. If the field is not populated, CRM will automatically set it to _Scale to 1024×768_.
## About Slide & Presentation Document Types Vault uses two document types for CLM content: _Multichannel Slide_ for documents representing individual CRM slides/key messages and _Multichannel Presentation_ for binders representing a CLM presentation. Depending on when your Vault enabled CLM Integration, the labels for these document types may be different: * _Multichannel Slide_ may be _Slide_ * _Multichannel Presentation_ may be _Presentation_ Admins can also rename these document types if needed, so your Vault may not use any of these labels. This difference only affects the names and labels for the document types. It does not affect how you use CLM Integration. ## Setting the Content Target Platform for Multichannel Slides To ensure backward compatibility of the content developed for Veeva CRM, Admins must select a content target platform for the _Multichannel Slides_ from the _CRM Target Platform_ picklist (`target_platform__v`) when migrating to Vault CRM. The following picklist values are available: * **_Salesforce_ (`salesforce__v`)**: Indicates that the _Multichannel Slide_ is developed for Veeva CRM using the Veeva CRM API. * **_Vault_ (`vault__v`)**: Indicates that the _Multichannel Slide_ is developed for Vault CRM using the Vault CRM API. If the _CRM Target Platform_ picklist is set to null, _Salesforce_ is listed by default. The _CRM Target Platform_ field is used in Vault CRM to determine whether to translate API names and `where` clauses. The _CRM Target Platform_ field does not determine where the content is sent. Content routing is managed through the CLM interface as usual. Content created using the Veeva CRM API can be used in Vault CRM environments by setting the _CRM Target Platform_ field to _Salesforce_ or leaving it blank. The _CRM Target Platform_ field is not used in Veeva CRM. ## Enablement By default, the _CRM Searchable Description_ and _CRM Target Platform_ document fields are inactive. To use these fields, an Admin must activate them and add them to the appropriate document types.