Available for e-Detailers, their briefs, and portfolio e-Detailers
The menu component provides centralized navigation and quick access to key e-Detailer functions. Configured in the Master template mode, it allows you to customize chapter navigation, menu buttons, icons, and visibility settings to match your content and branding needs.
Typically, the menu component is added to the content item by default and contains the following buttons:
Home
Chapter navigation
Sitemap
References
Send email
Product information
If the menu component isn't available in your content item template or on the Components tab, contact your administrator.
To get to the menu component properties:
Switch on the
Master templatetoggle.On the Tree tab, select the menu component.
Go to the
Propertiestab and start the menu component customization.Here, you can manage the menu component and its elements in the following way:
Property | Action |
| Assign an element type to the menu component from the options available in the dropdown list. |
| Rename the component if needed. Your changes appear on the Tree tab on the fly. |
| Select the menu component position on the content item layout: |
| Set paddings between the menu component visible buttons in pixels. |
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| Select the required chapters from the |
Portfolio e-Detailers
In portfolio e-Detailers, a pre-designed navigation component allows seamless switching between nested e-Detailers within a portfolio. In the Master template mode, you can customize the component on the Properties tab and select nested e-Detailers to switch to during the portfolio presentation.
Apart from the menu component, certain popups can be selected on the Tree tab and customized individually:
Sitemap popup
The Sitemap popup helps you navigate the e-Detailer more efficiently by presenting all chapters in one place, making it easy to move between sections and understand the overall content structure.
To get to the sitemap properties:
Switch on the
Master templatetoggle.On the Tree tab, select
Sitemap.Go to the
Propertiestab and start the sitemap customization with the following actions available:
Property | Action |
| Assign an element type to the sitemap from the options available in the dropdown list. |
| Rename the sitemap if needed. Your changes appear on the Tree tab on the fly. |
| Change the sitemap popup title manually or use the |
| Select the |
| Clear the |
| Clear the |
| Select the |
| Clear the |
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| Select the close button position in the sitemap popup: |
| Select the checkbox for the sitemap popup to appear when you open the slide with the sitemap popup. |
| Select the |
| Select the |
References popup
The References popup provides quick access to supporting materials associated with the e-Detailer. The popup displays reference information, ensuring that supplementary content is always available during navigation or discussion.
You can go straight to the References popup properties by selecting it on the Tree tab in the Master template mode.
On the Properties tab, you can configure the following:
Property | Action |
| Rename the |
| • Select the |
| Set commas or brackets to separate the reference indicators. |
| Choose the hyphen |
| Selected by default. This option displays the consecutive numbers with a range delimiter between the first and last consecutive values (for example, 1–3). Deselect the checkbox to display all consecutive numbers in order (for example, 1, 2, 3). |
| Set numbers, letters, or asterisks as reference indicators on the slide. |
| Choose whether to display the |
Trigger email popup
With Trigger email popup, you can send an email while presenting the content. The popup displays the approved email linked to the e-Detailer or email fragments associated with individual slides. Each slide can have its own set of fragments, ensuring relevant content is shared based on the presented material. The component includes two parts: a button that opens the email interface and a popup that displays the fragments linked to the current slide.
To configure the popup, switch the Master template toggle on and select Trigger email popup on the Tree tab.
On the Properties tab, you can configure the following:
Property | Action |
| Rename the |
| Specify the email template used for the entire e-Detailer. You can attach only one email to an e-Detailer. To attach an email, click |
| Enter the Veeva Vault instance where email templates and fragments are stored. This path is used to locate the content to be sent. If this value is missing or incorrect, the email can't be sent. |
| Enter the trigger email button text or browse for the required one in the |
| Set the background color and opacity of the trigger email button. |
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| Link email fragments to a specific slide. Each fragment must be selected from Veeva Vault using the |
Each element of Trigger email popup—including the popup itself, its title, and the popup button text—can be configured independently on the Properties tab. For this, select the required element on the Tree tab.


