Question:
With CLM Integration, users can use Vault to review and approve content. Then, that content can seamlessly be published to CLM on Veeva CRM for iPad® and Windows™.
If there is a video inserted in the PPT file, the video cannot be played on the iPad after syncing the document to CRM. It appears as an image. Is there a way to make the video inside the PPT file playable on the iPad?
Answer:
Users can view the video embedded in the PPT file using the Microsoft Powerpoint application on the iPad.
Use the following steps to do so:
- Upload the PPT file by clicking the Create button --> Upload.
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After saving the document, click the ellipsis icon and perform the Create Presentation action to create the presentation and slides.
- Select the Create a single slide from the document option.
- Enable the Retain PowerPoint as Source checkbox.
- Click Continue.
- Sync the presentation to CRM by clicking the Sync button on the CLM Administration tab in CRM.
- Install the Microsoft Powerpoint application on the iPad.
- Open the Veeva CRM application and navigate to the Media tab.
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When opening the presentation, the following popup appears automatically. Select the Microsoft Powerpoint application to open the presentation.
Note: The source file must be in PPTX format.
Related Documentation:
Vault Help Documentation: Retain PowerPoint™ as Source