Question:
How to create a presentation in PromoMats?
Answer:
To see the permissions needed to create a presentation, please see the following article: CLM or Engage Integration Permissions
To create a presentation from a document, users can follow the below steps:
- Navigate to the document.
- From the All Actions menu, select Create Presentation.
- 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. Once selected, click Continue.
- Fill in fields for the Multichannel Presentation binder based on your company requirements. Be sure to set Engage Content or CLM Content to Yes.
- Click Next.
- Fill in fields for the Multichannel Slide documents. Be sure to set Engage Content or CLM Content to Yes.
- Click Start to create the presentation binder and slide documents.
Once the presentation has been created, users receive a notification.
Related Documentation:
Vault Help: Using Create Presentation (PromoMats and Veeva Medical)