# Using Multichannel Auto-Publishing

Multichannel auto-publishing (previously single document multichannel publishing) lets you manage the distribution, creation, versioning, and withdrawal of multichannel content directly from an original document. You can configure CRM rendition settings and behaviors to specify which document types are available in CRM, as well which file types (PowerPoint, PDF, Word, or video) are available. With multichannel auto-publishing, Vault automatically generates multichannel content when you set the multichannel content fields (CLM or Engage) to _Yes_.

## Creating CRM Rendition Settings

CRM rendition settings allow you to specify which document types are available within CRM.

To create CRM rendition settings:

  1. Navigate to **Admin > Settings > CRM Rendition Settings**.
  2. Click the **Create** button.
  3. Select **CLM**  or **Engage** from the picklist and click **Continue**.
  4. Fill in the details for the rendition settings.
  5. Optional: Set **Use PPTX page title** to **Yes** to [use PowerPoint slide titles as the _Title_ or _Description_][1] for each _Multichannel Slide_ document.
  6. Click **Save**. To create another CRM renditions setting, click **Save + Create**. You cannot create a new CRM rendition setting that has the same document type and object type as an existing CRM rendition setting.

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      <p><strong>Note</strong>: CRM Rendition Settings leverage system-managed records found in the <em>File Type</em>, <em>CRM Renditions</em>, and <em>Supported Renditions</em> objects. These records should not be modified.</p>
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### Title & Description Fields {#title-description}

When you create multiple slides from a PowerPoint document, the **Use PPTX page title** field lets Vault auto-fill the _Title_ field (in MedComms Vaults) or _Description_ field (in PromoMats Vaults) on the new _Multichannel Slide_ documents using individual PowerPoint slide titles. If you opt not to select this option, the integration simply appends the slide number onto the _Title_ or _Description_ field.

To use this option, the source file for the original document must use PPTX format, for example, _cholecap\_safety\_hcp\_presentation.pptx_. An Admin can then use **Compare Map** from the CLM Admin page within CRM. See <a class="external-link " href="https://crmhelp.veeva.com/doc/Content/CRM_topics/Getting_Started/CRMVaultMetadataSync.htm" target="_blank" rel="noopener">Syncing Metadata Between Vault and CRM<i class="fa fa-external-link" aria-hidden="true"></i></a>.

### CRM Slide Notes Field

By default, the _CRM Slide Notes_ (`crm_slide_notes__v`) field is inactive. When activated and added to appropriate document types, Vault auto-populates the field with speaker notes from the corresponding .PPTX slide when you click <a href="/en/gr/28786/">**Create Presentation**</a>
 and select _Split the pages of this document into separate slides_, _Update all slides_, _Create or update specific slides_, or _Create new slides_. To disable this functionality, navigate to **Admin > \[Application\] Feature Settings > Multichannel Settings** and clear the **Auto-Populate CRM Slide Notes** checkbox.

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      <p><strong>Note</strong>: The <em>CRM Slide Notes</em> field does not support rich text formatting or non UTF-8 characters.</p>
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## Creating CRM Rendition Behaviors

You can set up CRM rendition behaviors to determine how documents display within CRM by selecting an applicable file type.

To create a CRM rendition behavior:

  1. From within a _CRM Rendition Setting_ record, click **Create**.
  2. Select a **File Type**.
  3. Select a **CRM Rendition**. Available options depend on the selected file type.
  4. Optional: Update the **Status**.
  5. Click **Save**. To create another CRM rendition behavior, click **Save + Create**.

Note that you cannot create a new _CRM Rendition Behavior_ that has the same document type and object type as an existing _CRM Rendition Behavior_.

### CRM Renditions

The following _CRM Renditions_ determine how documents display in CRM:

| CRM Rendition | Description |
| --- | --- |
| Multi-Slide Presentation | Presentation consisting of multiple slides. This is available for PDF, PowerPoint, and Word <a href="/en/gr/25210/">file types</a>
 |
| Single-Slide PDF | Presentation consisting of a single slide PDF document. This is available for PDF, PowerPoint, and Word file types. |
| PowerPoint Presentation | Presentation consisting of a single slide PowerPoint document. This is only available for the PowerPoint file type. |
| Single-Slide Video | Presentation consisting of a single slide video content. This is only available for the video <a href="/en/gr/9706/#supported_files">file type</a>
. |

Only active _CRM Rendition Settings_ and _Behaviors_ apply. Creating, changing or deleting _CRM Rendition Settings_ do not affect the current multichannel renditions available for documents. When documents are subsequently created or updated, the changes apply against the current _CRM Rendition Settings_. You should not create _CRM Rendition Settings_ for _Multichannel Presentation_ and slide document types because rendition settings for these document types are automatically generated.

### CRM Rendition Overrides

While configuring _CRM Rendition Setting Behaviors_, you can also create _CRM Rendition Overrides_, which allow Vault to override the default configuration for CLM content for a specific document.

To create a rendition override, <a href="/en/gr/4884/">add the CRM Rendition Override field</a>
 to document types as desired.

Once added, users can select a rendition override when necessary. Vault uses the _CRM Rendition Override_ field value when present.

## Generating & Distributing Multichannel Content

When you set the multichannel (CLM or Engage) content field to _Yes_ on a document, Vault checks if there is an applicable _CRM Rendition_ based on the current active _CRM Rendition Settings_. If there are settings available, Vault generates the multichannel content in the background.

To generate multichannel content, Vault creates _Multichannel Presentation_ and _Distribution_ records, as well as the appropriate slide-level renditions distributed to CRM. The records created are system-managed records. You can report on these object records, but Admins should not modify them.

Vault automatically manages _Multichannel Presentation_ and _Distribution_ records and the distribution of the associated content when appropriate. This is based on the state of the document as users version the document and move it through its lifecycle. Vault manages both a _Staged_ and an _Approved_ version of a document to send to CRM. The _Staged_ version reflects the most recent version of the document, while the _Approved_ version reflects the _Steady_ state version of the document. Creating a new draft version updates the _Staged_ presentation in CRM, and promoting a version to _Steady_ state updates the _Approved_ version of the presentation in CRM.

Setting the _Publish for Veeva CRM (CLM)_ or _Publish for Veeva CRM (Engage)_ option to _No_, setting the document to _Obsolete_ state, or deleting documents expires corresponding presentations in CRM. You cannot perform multichannel auto-publishing while another auto-publishing job is already scheduled for a document.

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      <p><strong>Note</strong>: The <em>Publish for Veeva CRM (CLM)</em> and <em>Publish for Veeva CRM (Engage)</em> were previously known as <em>CLM Content</em> and <em>Engage Content</em>, respectively.</p>
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### Distributing Multichannel Content to China

To distribute multichannel content to China, Vault must replicate the content to a China-hosted CDN. Admins must enable the shared document field <a href="/en/gr/63412/">_Use China CDN_</a>
. Then, you can set the field to **Yes** in the _Multichannel Properties_ section of the <a href="/en/gr/9753/">Doc Info page</a>
 to indicate that the content should be replicated.

## Managing Documents

When users make a change to a document that prompts multichannel auto-publishing, users receive a notification when publishing is complete. Processing time depends on the size of the file and the _CRM Rendition_ generated. For example, processing a 200-slide PPTX file as a multi-slide presentation will take longer than processing it as a single-slide PDF.

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      <p><strong>Note</strong>: Reclassifying documents does not automatically update the available CRM Renditions for a document. If desired, users can set the <em>CLM/Engage Content</em> field from <em>No</em> to <em>Yes</em> for Vault to reprocess the document against the newly classified document type.</p>
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## Retain Dynamic Link Content

Multichannel auto-publishing retains dynamic link content from PowerPoint presentations and converts source documents into HTML in order to retain intra-document links and external links. Multichannel auto-publishing does not retain dynamic link content for any other file types when generating a _Multi-slide Presentation_. To retain dynamic link content for Word and PDF files, configure _CRM Rendition Behavior_ for these file types to generate _Single-slide PDF_ presentations.

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      <p><strong>Note</strong>: Multichannel auto-publishing does not support links to Custom Shows in PowerPoint. Link content should link to individual slides rather than Custom Shows.</p>
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## Displaying Videos in CLM

As of the 23R1.4 release, when auto-publishing multichannel content from PPTX files with embedded videos, Vault displays a clickable link within the video slide. Users can click the link to play the rendered video. Vault also creates a new _Distribution_ object record for the video slide containing the <a href="/en/gr/25892/">ZIP file</a>
.

Vault supports playback for the following video file types:

  * ASF (.asf)
  * AVI (.avi)
  * MPEG (.mpg, .mpeg)
  * MPEG-4 (.mp4)
  * QuickTime (.mov, .m4v)
  * WMV (.wmv)

### Limitations

Vault does not support video playback on: 

  * Distribution packages generated for PowerPoint presentations before the 23R1.4 release 
  * Video slides created using the <a href="/en/gr/28786/">Create Presentation</a>
 feature
  * Videos embedded in PPT files* 

\* In this case, Vault generates a PNG from the first frame of the video.

## Allowing Auto-Published Content Downloads from the HCP Content Player

You can control whether a download button displays in the HCP Content Player for an auto-published CLM presentation in Veeva CRM, allowing HCPs to view the content without an internet connection and save a copy for reference. See <a class="external-link " href="https://crmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/Engage/EngageMeeting/Share/SendContentLink.htm#AllowDownload" target="_blank" rel="noopener">Allowing Auto-Published Content Downloads from the HCP Content Player<i class="fa fa-external-link" aria-hidden="true"></i></a> in Veeva CRM Help for more information.

[1]: #title-description