MLR PDF report

MLR PDF report

Activator does not run the Medical/Legal/Regulatory (MLR) review process. What Activator can do is generate an MLR PDF report that helps reviewers focus on what actually needs review by highlighting:

• Content that is reused and unchanged from an approved source

• Content that is new / not linked to an approved source

• Content that was linked but modified, and therefore needs review again

This report is typically used as an input to your organisation’s MLR workflow.

When to use the MLR PDF report

Use the report when you need to:

• Prepare a document for MLR review

• Provide reviewers with a clear summary of what changed

• Reduce review effort by reusing previously approved content (where supported)

• Generate one report for a whole Presentation instead of one per Slide

How the MLR view works (before generating the PDF)

The report is generated from the MLR view in Preview mode.

Open the MLR view

1. Open the document (Email, Slide, or Brief)

2. Click Preview

3. Switch from Design view to MLR view

What you see in MLR view

In MLR view, the right-hand pane shows:

• The layouts used in the document

• The fields/content elements inside each layout

• Indicators showing whether fields are linked to approved content and whether they were modified

This is the fastest way to validate whether your document is “mostly reused” or “mostly new”.

Understanding the MLR states

In the MLR view and PDF report, content elements typically show one of three states:

Unmodified (green)

• The field is linked to an approved source

• The content matches the approved source (no changes)

This indicates reviewers can usually spend minimal time on that element.

Unlinked (purple)

• The field is not linked to an approved source, or

• It contains new content, or

• It contains placeholder content from layouts

This indicates the content should be treated as new and reviewed.

Modified (red)

• The field is linked to an approved source, but

• The text/image was changed after linking (additions/removals/edits)

This indicates the content must be reviewed again. The report highlights the modifications.

Generate an MLR PDF report for a single document

Once your document is ready for review, generate the PDF from MLR view.

Steps

1. Open the document

2. Click Preview

3. Switch to MLR view

4. Click Get MLR report (near the right-hand pane / top of canvas area, depending on UI)

5. If prompted to publish, publish the document first (see below)

6. Wait for the report generation to complete

7. Download the PDF from the notification/link

If Activator prompts you to publish

If the document contains changes that are not published, Activator may prompt you to publish before generating the report.

Reason: the report is intended to reflect the deliverable state used for review/distribution, not an unsaved or unpublished working state.

Report generation time and download

Report generation time depends on:

• Number of layouts

• Number of content elements

• Size/complexity of the document

While the report is being generated:

• You can continue working in Activator

• Activator shows a notification when the PDF is ready

• Download from the notification/link

Generate an MLR PDF report for a Presentation

If you are working with Slides inside a Presentation, you can generate an MLR report for the entire Presentation instead of one report per Slide.

When to use this

• You need one consolidated review package for the full eDetailer/IVA

• You want reviewers to see all slides in one report

Important notes

• Generating the report does not publish content for you

• For best results, publish Slides and the Presentation before generating the report (so the report reflects the delivered state)

Optional feature: generate MLR or Visual PDF during publishing

Some tenants allow publishing to automatically generate:

• A Visual representation PDF, or

• An MLR document/report

If enabled:

1. Start Publish

2. In the publishing wizard, choose the output you want

3. Complete publishing

Best practices

• Use modular/approved content where possible for repeated messages (disclaimers, standard claims, recurring CTAs).

• Avoid manual edits to linked content unless necessary—edits will mark the element as Modified and increase review scope.

• Always preview in MLR view before generating the PDF to ensure states match expectations.

• For Presentations: publish slide changes and ordering before generating the Presentation-level report.

Related articles

• Preview content

• Publish content

• Modular Content (if enabled in your tenant)