To better manage the various types of event materials used for an event, admins can integrate Vault with Events Management. This integration uses customizable field mappings between the the Document object in Vault and the EM_Catalog_vod object in Vault CRM, leveraging Vault’s document management capabilities to deliver approved and compliant event materials to an event.
For example, Sarah Jones creates a speaker program about Cholecap’s efficacy for diabetes control. Before the integration job runs, three document records in Verteo BioPharma’s Vault instance are approved by the company’s compliance team:
- A presentation deck for speaker programs about diabetes control
- A printed sign-in sheet for events about Cholecap
- A brochure designed to be printed and distributed at events about Cholecap’s efficacy for diabetes control
Vault CRM imports these documents as Events Management Catalog records that are available to the appropriate new and existing events via Event Rule and Topic Material records also created during the integration process.
Note: This feature requires additional configuration in Vault CRM.
To enable this feature in your Multichannel Vault, add the following fields to each document type that you plan to sync with Vault CRM:
crm_org__vcrm_product__vcrm_em_catalog_type__vcrm_em_presentation_type__v*crm_em_event_configuration__vcrm_em_event_topic__v
* This field should only be added to document types used with PowerPoint (.pptx) files.