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Conversion flow in the eWizard–Bynder integration
Conversion flow in the eWizard–Bynder integration

Convert PDF documents from Bynder into e-Detailers and save in eWizard Library.

Yuliia Skrybantovych avatar
Written by Yuliia Skrybantovych
Updated over 2 weeks ago

The conversion flow is applicable to PDF documents from Bynder that aren't originated from eWizard and if the Veeva Document Number metadata field matches any of the following criteria:

  • The field is empty.

  • The field contains an incorrect PDF document number from Veeva Vault PromoMats.

  • The field contains a PDF document number from Veeva Vault PromoMats that's not linked to any content item in eWizard.

To initiate the conversion:

  1. In Bynder, open the PDF document.

  2. In the PDF preview window, click the eWizard link on the Info tab.

  3. In the Convert PDF popup, click CONVERT.

    eWizard Converter opens on the DETAILS step. The metadata fields are automatically populated with values inherited from the source PDF document from Bynder. You can change the autopopulated values, if required.

  4. Proceed with the conversion process.

Please note that currently eWizard Converter transforms PDF files into e-Detailers, but not emails. You can convert any Bynder PDF document into eWizard e-Detailer only.

As a result, find the newly converted e-Detailer and the PDF copy of the Bynder source document in My library.

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