How to add the Create Presentation user action?
A user can use the Create Presentation user action to create multiple Multichannel Slide documents and a Multichannel Presentation binder from a single document.
An admin needs to follow below steps to add the Create Presentation user action:
- Navigate to: Admin --> Configuration --> Document Lifecycles to select the Lifecycle.
- Click the States tab and select State.
- Click the User Actions tab --> Edit button.
- Click the + Create Rule button.
- Add the Create Presentation action and then click the Save button.
- Check the Create Presentation user action is added.
Vault Help Documentation: Defining User Actions for Document States