Skip to main content
hamburger menu Created with Sketch.
Veeva Support APAC National Day Oct 1 - 7th - Limited staff, please plan accordingly.

Search the Knowledge Base

How to Pull One Presentation and Slides From Vault Through the CRM CLM Adminstration tab?

  • Updated

Question:

How to pull one presentation and its slides from Vault through the CLM administration tab?

Answer:

Please follow the steps below to implement this.

  1. A Vault system admin should confirm the presentation Document Number in Vault. In this case, the Document Number is VV-0464.

    Document_Number.PNG

  2. A Vault system admin should confirm the Document Number API name in Admin --> Configuration --> Document Fields --> Base Document.

    Document_Number_API_name.PNG

  3. 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.

    Where_Clause.PNG

Related Documentation:

CRM Help Documentation: Uploading Content via CLM Vault Integration  

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

Powered by Zendesk