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Publish to Veeva Vault as interactive
Publish to Veeva Vault as interactive

Distribute your eWizard items to Veeva Vault as interactive documents

Yuliia Skrybantovych avatar
Written by Yuliia Skrybantovych
Updated over a month ago

When the PDF version of your item is approved in Veeva Vault PromoMats, you can publish it as interactive. For this:

  1. Choose the Veeva Vault interactive option on the target system selection page and click NEXT.

When publishing a validated content item with less than 80% success, Veeva target systems aren't available for selection. The sign appears in the popup with suggestions for improving content quality.

2. In the popup that appears, sign in to your account in Veeva Vault PromoMats.

3. Select the environment.

The publishing preparation page opens.

4. Select the required option:

  • Publish as new document to Veeva Vault PromoMats.

  • Update existing document in Veeva Vault PromoMats. For this, enter the Veeva Vault document number or name in the search field.

The result of searching by document name shows all document types in Veeva Vault PromoMats with the specified name. Contact your administrator to configure this feature.

The following steps depend on the item type you're publishing.

e-Detailers

  1. On the DETAILS step, fill in the metadata fields.

    When the PDF or interactive version of this item exists in Veeva Vault PromoMats, its metadata is inherited for the current publication. You can view the status and number of the Veeva Vault document on the left of the page.

    Depending on your eWizard environment configuration, the metadata fields can be interrelated.

    You can also apply the following options:

    • Content zooming: Select Yes or No to manage pinch-to-zoom gestures for scaling your e-Detailers on target devices in Veeva CRM. To use the default template setting, select Auto. The option is available on demand. Contact the administrator to customize this option to your requirements.

    • Shared resource: Select the checkbox to archive all common media (background images, logos, etc.) in one directory. It optimizes the size of the resulting Multichannel presentation in Veeva Vault PromoMats. When you demonstrate this presentation to the target audience, all media are displayed as intended since every slide refers to the shared resource directory. With this checkbox cleared, media are stored in every slide directory.

    • Retain Veeva Vault status: Select the checkbox to keep the Veeva Vault document status for slides and shared resources when you're updating a Veeva Vault document. With this box cleared, the status of slides and shared resources in Veeva Vault PromoMats is reset. This option doesn't update the Multichannel presentation status. You can change it manually in Veeva Vault.

  2. Click NEXT.

  3. On the SLIDES step, fill in the metadata fields for slides. Values set for one slide are automatically applied to all other slides.

    Depending on the Publisher configurations, the metadata fields can be prepopulated according to the following priority:

    • The metadata of modules added to the slides.

    • The e-Detailer metadata specified on the DETAILS step. You can modify these values on the slide level only. The e-Detailer metadata remains unchanged.

    • The metadata of a source Veeva Vault document when applying the Edit in eWizard option to the document copy. Available for the first e-Detailer publication only.

    When your e-Detailer contains at least one slide with a module, and you modify the metadata of any slide, the Overwrite metadata pop-up appears.

    In this pop-up, you can do the following:

    • OVERWRITE the metadata on all slides.

    • CANCEL the metadata overwriting.

    • SKIP slides with the metadata inherited from modules:

      • If you modify the metadata of a slide without a module, the changes are applied to all slides without modules.

      • If you modify the metadata of a slide with a module, the changes are applied to this slide and all slides without modules. The metadata of other slides with modules remains unchanged.

    The Overwrite metadata pop-up doesn't appear when you publish the e-Detailer without modules and/or the metadata inheritance isn't configured for the target environment.

    On the SLIDES step, you can also find the Used modules field. It contains the approval document number or the object ID of the content module added to the slide. After the e-Detailer publication, the content modules are linked to the required slides in Veeva Vault PromoMats.

    Moreover, you can contact the administrator to configure the metadata inheritance between certain text input fields. For example, the values entered in the Name and Description fields automatically inherit each other. When editing one of the fields, both values change dynamically.

  4. Click NEXT.

  5. Check the publication summary and click PUBLISH.

Emails and email fragments

  1. On the DETAILS step, fill in the metadata fields.

    If the PDF or interactive version of this item exists in Veeva Vault PromoMats, its metadata is inherited for the current publication. You can modify the metadata if required.

    The Subject and Teaser fields are prepopulated with the email subject and teaser values added in Editor. After the email publication to Veeva Vault PromoMats as interactive, you can find the subject value in the Email fields section on the document details page in Veeva Vault PromoMats.

    The Approved PDF document field displays the name of the PDF version of this item in Veeva Vault PromoMats. You can select any other PDF document. The resulting interactive document contains the link to the specified PDF document in the Supporting documents section in Veeva Vault PromoMats.

    When updating the existing document, you can find its Veeva Vault status and number on the left of the page. To keep the current status, select the Retain Veeva Vault status checkbox. With this checkbox cleared, the status of the Veeva Vault document is reset by this publication.

  2. Click NEXT.

    If your email contains the email fragments, the FRAGMENTS step is added. Here, you can:

    • Check the metadata for Veeva Vault fragments.

    • Fill in the metadata fields for Library fragments. They are published as separate documents to Veeva Vault PromoMats.

    • Update the email fragment in the target system and restart the MLR approval process. For this, select the Update fragment in Veeva Vault checkbox when republishing the email with modified Library fragments.

      After the email publication, you can find fragments linked to the resulting document in Veeva Vault PromoMats.

  3. Check the publication summary and click PUBLISH.

Modules

  1. On the DETAILS step, fill in the metadata fields.

    You can update the existing Veeva Vault document if:

    • The approval document status is specified in your Publisher settings. You can contact your administrator for details on the document statuses.

    • The content module object is active. If it's inactive, you'll update only the approval document with this publication.

    You can view the current status and number of the Veeva Vault document on the left of the page. To save the approval document status after the module publication, select the Retain Veeva Vault status checkbox. Clear it to reset the approval document status to Draft with your update.

  2. Click NEXT.

    • When your module contains local assets (images, videos, reusable texts, and claims) that don't exist in Veeva Vault PromoMats and assets from other Veeva Vault environments, the ASSETS step is added. Here, you can fill in the editable metadata fields.

      All assets are sorted into the sections as follows:

Section

                                             Description

MODIFIED

- Assets added from Veeva Vault PromoMats and modified in Editor
- Assets with updated element types
- Text assets with added, edited, or deleted references

NOT MODIFIED

- Assets added from Veeva Vault PromoMats without changes
-Text assets copied from Veeva Vault PromoMats and then pasted manually to the text component in Editor

NEW

- Assets added in Editor that don't exist in Veeva Vault PromoMats

To view more details about the modifications applied to an asset, hover over the below the asset thumbnail.

  • If your module contains claims and reusable texts, you can fill in the Claim type, Country, and Product fields for claims. You can't configure the metadata for claims added with Veeva Vault modules.

  • You can publish your texts as new Veeva Vault assets or update the existing texts in Veeva Vault documents. Contact your administrator to configure which option is selected by default.

  • When publishing your text asset as new, select the Inherit linkage checkbox to keep the references and anchors of the original claim. References added in eWizard are published along with the claim.

  • When updating the existing text, select the Keep linkage checkbox to merge the references and anchors with already existing claim references and anchors. References added in eWizard are published along with the claim.

3. Click NEXT.

4. Check the publication summary and click PUBLISH.

After publication, click SHOW IN VEEVA VAULT to open the approval document of your module.

To view the content module object with all related assets, follow the link in the Source Content Module field of the approval document in Veeva Vault PromoMats.

In Veeva Vault PromoMats, you can track the usage of module images and video assets that are also linked to the approval document. Find them in the Relationships → Associated asset section of the published document.

Final steps

After initiating publication, you can track its progress with the percentage indicator on the bottom bar. Click it to view all the steps in detail.

When your publication is successfully complete, use the following controls:

  • OPEN IN MY LIBRARY to view your item details

  • SHOW IN VEEVA VAULT to open your item in Veeva Vault PromoMats as an interactive document

For the failed publication, click ❔ on the SUMMARY step to view the error report. You can copy and email the error details to eWizard Support for assistance.

Contact your administrator to configure:

  • Metadata fields and checkboxes on the DETAILS step.

  • Assigning module metadata to the content module object and/or the approval document in Veeva Vault PromoMats.

  • Linking the item with its modules in Veeva Vault PromoMats using the approval documents and/or content module objects.

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