References popup

To specify the source of information stated in eWizard items, add references to the text components. You can access references in the References popup. On the layout, the selected text contains only superscript symbols as the references indication.

To apply references to your content item, create them in the configuration popup. Then, add created references to the required text component.

To create a reference:

1. Add the text component to the layout or select the existing one.

2. Go to the Properties tab and click R.

   

3. In the References popup, use the following buttons:

   • + ADD NEW: Enter the reference text manually and click .

   • ADD FROM VAULT: Select a Veeva Vault reference in the Assets popup and click ADD.

   The newly added reference appears at the end of the numbered list. To change the order of the references, drag them to the required position in the list.

   References in eVa AI-generated emails

   References in the popup include the View in VVPM button when they're added automatically by eVa AI or manually with the ADD FROM VAULT button from VVPM.

   The button redirects you to the source document overview page in Veeva Vault PromoMats, opening it in a new browser tab.

   

   [1]: To edit the reference, click in its row.

   [2]: To delete the reference, click in its row.

4. Click SAVE.

When editing the reference, you can do the following:

• Change the font family, weight, size, and color.

• Set the line height and highlight.

• Apply the font styles and alignment.

Contact your administrator to turn on the reference text formatting option if it's unavailable for you.

Also, you can use the following controls:

Control	Action	Notes
	View and edit the HTML code of the reference	Make sure you use the correct HTML syntax in the modified code. Click the Code view button again to exit the HTML editor.
	Add a PDF to the reference	Select the text fragment and click Attach. In the Assets popup, choose the required document. You can add only one PDF per reference. Available for e-Detailers and their briefs.
	Add a link to the reference text	Select the text fragment and click Link. In the Edit link popup, choose the Link type and fill in the required fields.
	Delete the link	Select the link text or put the cursor near it and click Unlink.

To add references to your text:

1. Place the mouse cursor in the required place of your text.

2. Click R on the Properties tab.

3. In the References popup, select checkboxes of the required references.

4. Click SAVE to apply changes.

   

   The superscript reference indicators appear in the text where you've placed the mouse cursor.

   

   e-Detailers and their briefs

   References on each slide are numbered sequentially, starting from 1. For example, when you select references 9 and 10 from the list and add them to the text on the new slide, they're displayed as 1 and 2 on the slide layout, since numbering restarts on each slide.

To check the references added to the text components, open the configuration popup.

• In the EDIT mode, select the reference indicators on the layout and click R on the Properties tab.

  

• In the PREVIEW mode, click R at the bottom of the slide.

  

Add the REFERENCES component to the content item layout. The component contains the list of the references previously selected for display in the References popup.

After publishing a content item with Veeva Vault references, the resulting VVPM PDF document contains annotation cards linked to the referenced text. These cards appear next to the content item layout and provide a direct URL to the reference document along with its name, making the text source immediately clear.

Contact the administrator to configure the display of annotation cards in VVPM PDF documents.

Indicator properties

In e-Detailers and their briefs, you can set up the resulting appearance and behavior for the references indicators on the slide. For this:

1. Turn on the Master template toggle.

2. Open the Tree tab.

3. Click References.

4. Go to the Properties tab on the customization panel.

   

You can set the following properties:

• COMPONENT NAME: Rename the References component. Your changes appear on the Tree tab immediately.

• TYPE:

  • Select the Slide notes type to show the reference number relative to the references on a slide.

  • Select the e-Detailer notes type to show the reference number relative to the list of all references in the e-Detailer. Once you choose this option, the VISIBILITY field becomes available.

• DELIMITER: Set commas or brackets to separate the references indicators.

• RANGE DELIMITER: Choose the hyphen -, en dash ⁠–, or em dash — to separate the consecutive numbers.

• Merge consecutive numbers: 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).

• NUMBER FORMAT: Set numbers, letters, or asterisks as references indicators on the slide.

• VISIBILITY: Available with the e-Detailer notes type selected. Choose whether to display the REFERENCES button only on slides with references or on all slides.

Popup properties

In e-Detailers and their briefs, you can customize styles and properties of the references popup. For this:

1. Turn on the Master template toggle.

2. Open the Tree tab.

3. Unfold References.

4. Select the Reference popup component.

5. Go to the Properties tab.

Here, you can do the following:

• ELEMENT TYPE: Assign the element type to classify the component in Veeva Vault.

• COMPONENT NAME: Rename the References popup component. Your changes appear on the Tree tab immediately.

• NAME: Change the popup header with the WYSIWYG editor or browse for the required text in the Assets popup. Click the popup header to change its font and color. To improve the visibility of the popup header in the text input area, switch on the Dark background toggle.

• Open by tap references: Selected by default. You can view the popup by clicking the reference number in the text. Clear the checkbox to prevent the popup appearing on click.

• Show close button: Selected by default. Show/hide the close button.

• CLOSE BUTTON ICON: Save the close button icon to your Library with the button.

  The file is stored in the size and format used in the content item type.

  Its name is generated automatically. If the image metadata doesn't contain a human-readable name, the system generates one using the word "editor" and a unique ID.

  Click the BROWSE button to open the Assets popup and change the close button icon.

• ICON POSITION: Set the required position of the button close icon within the popup.

• Show on slide enter: Cleared by default. Select the checkbox for the popup to appear when you open the slide with a reference.

• Close on outside tap: Selected by default. This is the additional option to close the References popup when presenting the e-Detailer. With it, you close the References popup, tapping the slide anywhere outside the popup. Clear the checkbox to close the References popup with the close button only.

• Show overlay: Selected by default. It grays out the slide area behind the References popup. Clear the checkbox to keep the slide area behind the popup unchanged.

To customize the size, position, background color, and border of the popup, go to the Styling tab.