How to pull one presentation and its slides from Vault through the CLM administration tab?
Please follow the steps below to implement this.
- A Vault system admin should confirm the presentation Document Number in Vault. In this case, the Document Number is VV-0464.
- A Vault system admin should confirm the Document Number API name in Admin --> Configuration --> Document Fields --> Base Document.
- A CRM system admin should add the document_number__v = 'VV-0464' condition in the Vault Presentation WHERE Clause of the CRM CLM administration tab Vault Connection Management section.
CRM Help Documentation: Uploading Content via CLM Vault Integration