Question:

How to add the Create Presentation user action?

Answer:

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:

1. Navigate to: Admin --> Configuration --> Document Lifecycles to select the Lifecycle.
2. Click the States tab and select State.
3. Click the User Actions tab --> Edit button.
4. Click the + Create Rule button.
   
     
   
   
5. Add the Create Presentation action and then click the Save button.
   
          
   
   
6. Check the Create Presentation user action is added.
   
                                      

Related Documentation:

Vault Help Documentation: Defining User Actions for Document States

Send us your feedback: We're always looking for advice to help improve our Knowledge Base! Please let us know if this article was helpful or provide feedback on how we can improve your experience here.

Thank you