Question:

How to create a presentation in Vault 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:

1. Navigate to the document.
2. From the All Actions menu, select Create Presentation. 
   
   
   
   
3. 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.
   
   
   
   
4. Fill in fields for the Multichannel Presentation binder based on your company requirements. Be sure to set Engage Content or CLM Content to Yes. 
   
   
   
   
5. Click Next.
6. Fill in fields for the Multichannel Slide documents. Be sure to set Engage Content or CLM Content to Yes.
7. 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 (Vault PromoMats and Vault Medical)