Congrats!

You’ve learned how Auto-Publishing simplifies and accelerates your content management process for both CLM and Approved Email.

Learn more about Auto-Publishing

To continue your learning, explore these resources:

Flight Simulator

Ready to try it yourself? Your challenge is detailed below. Follow along in the step-by-step interactive guide. You can then try it in your sandbox environment.

Challenge 1 - A presentation on the product, Natevba, has been published with Auto-Publishing and is already in use with several field users. The marketing team notifies you that there’s a typo on slide 3.

You’ve already updated and saved the source file on your device. The typo was a missing apostrophe in “we’ll.”

How would you fix the typo without interfering with the field team’s presentation?

To create a Monitoring Rule:

  1. Identify and confirm the typo in slide 3.

  2. Select and expand the All Actions menu, select Upload New Version.

  3. Upload the updated file.

  4. Select Upload.

  5. Select and expand CRM Slide Update Method, select Update Existing Slide.

  6. Select Save.

  7. Navigate to slide 3 and confirm the update.

Challenge 2 - Your company is hosting a webinar next week. The events team has just finalized a one-page PDF agenda. They need to get this into the hands of the field team immediately so they can email it to their accounts.

How would you create a new email fragment for this PDF?

  1. Navigate to Business Admin > Objects > Veeva Contents.

  2. Select Create.

  3. Populate the following fields.

    • Veeva Content Name - Natevba Webinar Agenda

    • Content Status - Approved

    • Description - Agenda for Natevba promotional webinar.

    • Display Name - Natevba Webinar Agenda

  4. Toggle Publish for Approved Email.

  5. Select Save.

  6. Select the Attachments section.

  7. Upload the email fragment’s media.