Using Directories in the Media Library
- CRM Desktop (Windows)
- Windows Tablet
Admins can define directories and their hierarchy to help users organize and navigate the media library. Creating a directory hierarchy for CLM presentations allows users to quickly and easily find the presentation they want to detail to an Account.
The Directory_vod lookup field is not available for users in the Manage My Presentations functionality.
For example, Verteo BioPharma has various company presentations about Cholecap and Restolar for different indications. An admin defines a directory hierarchy by product, each product containing a subdirectory for each indication. Sarah Jones wants to find a Cholecap presentation about diabetes in her media library. She selects the Filter button, expands the Cholecap directory, selects the Diabetes subdirectory, and selects Apply. This sorts her media library to only display presentations for the product Cholecap and the indication diabetes.
Ensure initial configuration is complete to use this functionality.
Creating a Directory
To create a directory:
- Navigate to the Directory tab.
- Select New.
- Enter the Name of the directory. This displays to users.
- Select the Parent Directory to create the directory hierarchy.
- Define the Display Order of the Directory. This is the order the directories are displayed to the users and is optional.
If an order is not defined, the list displays in alphabetical order. If only a portion of the folders are defined, the ordered folders display first and the remaining folders display in alphabetical order. After saving, the Level_vod field automatically calculates. For CLM, directories can be up to four levels deep.
- Select Save.
If there are presentations without a specified directory, an Unassociated tab displays.
Applying a directory displays only the presentations assigned to that directory.
After applying a directory, the next time a user navigates to the media library, the directory is still applied.