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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 3 months ago

The conversion flow is applicable to to PDF files 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 document number from Veeva Vault PromoMats.

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

PPT and PPTX files from Bynder follow the conversion flow regardless of their origin or the value of the Veeva Document Number metadata field.

To initiate the conversion:

  1. In Bynder, open the PDF, PPT, or PPTX file.

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

  3. In the Convert popup, click CONVERT.

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

  4. Proceed with the conversion process.

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

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

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