Question:

What are the steps to setup CLM FTP access in CRM?

Answer:

1. Log into Veeva CRM as an Administrator.
2. Navigate to page layouts for the user’s object.
3. Ensure the Content_Admin_vod__c field is on the layout.
4. Click Save.
5. Edit the user record of the user that should have FTP credentials and select the box for Content Admin. 
6. Click Save.
7. Clear Veeva Cache.
8. Log in to the FTP server (using an FTP client) with that users’ credentials, from step 5.
9. Gather the FTP Server info from Veeva Common Settings
10. Navigate to: Setup --> Develop --> Custom Settings --> Manage (Veeva Common) --> Main.

• User: Veeva CRM User name
• Password: Veeva CRM Password

Related Documentation:

CRM Help Documentation: Uploading Content using FTP