How do I Create an iPad/Engage meeting presentation?

START YOUR IPAD PROJECT CREATION:

Learn more about how to start your Assembler project step by step here

SPECIFIC FEATURES FOR IPAD CHANNEL:

• Assembler has a function called Reusable Layouts. Navigation bars, as other possible common elements in iPads, can use this feature to avoid to be recreated in each and every screen. An extra benefit is that if need changing, you can decide if applying the change to all screens where used “update” or to “save a new version”.

Saving a new version: Global may provide inside the template a default top/bottom navigation bar. You can apply the desired change and select “Save a new reusable Layout” from the displayed window.

Create a new navigation menu from zero: use the desired styles and save it as Reusable Layout clicking on the “arrow” icon of the Layout. See how reusable layouts work here.

• The SSI layout block, placed at the right side of each screen can be removed. Press on the edge of the Layout, until you see a blue box, and click on the bin icon, see image below:

• The background image is a functionality that can be set in the cell, layout, section or screen. To change the background image of the whole screen, go to the Screen Panel. Next to the screen title you will see 3 dots when mousing over, click in the gear icon and a setting window will be shown:

• Scrollable layouts can be set using this option in the top black menu. And you can use the arrow at the bottom to adjust the window height.

• Pop Ups are added as screens and included in the navigation. You can duplicate them and reorder them from the Screen panel using the three dots when mousing over. You also can “Add a screen” and create them from scratch, re-order them and as well, re-arrange the navigation if needed.

To re-arrange the navigation: click on the button/text/image that you want to add navigation to, for example the “X” image icon for closing. Then add the corresponding link to the specific screen. We recommend you specify the screen when adding navigation to Pop Ups, instead of using Prev. or Next. This way you can always reorder the Pop Up screens keeping the navigation working well.

RECOMMENDATIONS FOR POP UP SCREENS NAVIGATION: the medical-legal review team would need to take a look to the Pop Up screens in the communication flow order, however the sales representatives sharing this presentation with Health Care Professionals may need to skip the optional Pop Ups during their meeting. To allow skipping the Pop Ups when navigating the screens while swiping, once your iPad Material is in Approved For Production status, Open in Assembler and move all the optional Pop Ups in the last order in your Screen panel. This way, when swiping, the optional Pop Ups will not show, just when clicking in the corresponding Pop Up button they will be opened.

• You can create sub-navigation menus. The only limitation with Assembler is that you cannot create drop down menus, but keep in mind this is an iPad, not a website. Is better that the Sales Reps always see all the key-engagements.

To create your sub-navigation menu: you just need to add a new layout with several columns and style the cells as you want. The key part is to add transparent buttons in each cell, so that the active clickable area affects the whole cell, and not only the text inside.

You have in the top black bar all the options and you can use as reference the styles of the nav. Bar that is already there.

You can give styles to the whole layout, including also a background image or color

You can give styles to the buttons and cells

• Reference citations in Assembler auto-order and auto-number through the whole project. Please just keep in mind to place the Reference Citation summary screen in the last position in your Screen Panel, to allow the auto-function to count all the citations in your job. Learn more about auto-Reference Citations here.

• The SSI screen is by default the last in order in the Screen Panel list. You can make the layout scrollable using the scrollable feature (explained above).

• SSI layout block by default is placed in each screen. It can be easily set mousing over the layout edge and clicking on the “sheet” icon, to indicate the screen and section you want to show the content from. Normally it will be the SSI Screen, Main Body section.

CONSIDERATIONS TO KEEP IN MIND:

When creating screens on an iPad project, you should keep in mind some good practices so you don’t have malfunctions while using your template. Below, you will find practical tips to avoid future problems with your iPad presentation.

• The title of the slides must NOT contain reserved characters such as ! * ‘ ( ) ; : @ & = + $ , / ? % #  [ ]. Learn more here.

• Data shows that videos are not the preferred type of content to be shared in a CLM iPad presentation. However to be added in Assembler they cannot be embedded in the screen. You need to add a deeplink to the video. We recommend you use the “shared” folder slide function for it, that Veeva CRM supports. Assembler will create the “shared” folder slide automatically for you when Exporting the HTML package. Please add in there your video file. The deeplink must contain the shared folder path: shared/document_name.type_of_file. Check out how to publish and iPad CLM in Veeva CRM in this article. Keep in mind videos are not well supported by Veeva CRM Engage meetings.

• Animations cannot be included in Assembler, they need to be added in the exported HTML code. Keep in mind complex animations are not supported by Veeva CRM Engage meetings.