If you own Veeva CLM eDetailer delivery, you probably know this pattern. The storyboard is approved, the build looks good and the launch date is in the plan. Then the MLR rounds start. Each round adds days, and sometimes a fix in round three brings back a problem that was solved in round one.
This guide sets out a practical eDetailer MLR review process. It covers four things:
- how to map the review stages
- how to set up version control that reviewers can follow
- how to run a change log that holds up to audit
- how to regression-test after every revision
The aim is fewer surprises, shorter later rounds and field-rep launch dates that hold.
Why MLR rounds derail eDetailer timelines
MLR review is the medical, legal and regulatory check that promotional material must pass before it reaches healthcare professionals. A static PDF is relatively easy to review, because what reviewers see is what gets approved.
An eDetailer is harder. It is interactive, spans many slides, responds to touch and often integrates with a CRM. Reviewers have to assess more than copy. They also check pop-ups, reference overlays, navigation paths, animations and safety information links. Many of these only appear when a slide is in a particular state.
The same failure patterns come up again and again:
- Reviewers comment on the wrong build. An older zip or a stale preview link circulates, and feedback lands on content that has already changed.
- Copy changes go untracked. A developer fixes a typo the brand team mentioned informally, and the change reaches MLR without being logged.
- References and claims drift between slides. A claim is updated on slide 4 but not on the summary slide. Or a footnote number shifts and no longer matches its reference.
- Fixes break things elsewhere. A longer approved sentence overflows a fixed-size slide, or an edited pop-up loses its link back to the main flow.
Each extra round carries costs that rarely appear on the project plan. Someone has to:
- re-package the build
- re-upload it to Veeva CLM
- re-test it on target devices
- re-brief reviewers
If MLR approval slips, the field launch slips with it.
The central point of this article is simple. Missed deadlines are usually caused by process and tooling, not by reviewers. Reviewers are doing their job. The delivery workflow has to make that job easy.
Map the eDetailer MLR review process before the first build
Agree the review map before anyone writes slide code. A typical sequence looks like this:
- Brief and storyboard. Slide flow, key messages and interaction concepts.
- Static content approval. Copy, claims and references approved in a static format.
- First interactive build. HTML/CSS/JS slides built against the approved content.
- MLR round 1. A full review of the rendered, interactive build.
- Revisions. Changes are logged, made and regression-tested.
- Subsequent rounds. Focused on the changes and any open queries.
- Final approval. The approved state is locked.
- Packaging and deployment to Veeva CLM. Final packaging, upload, metadata and field release.
A few decisions made at this stage save the most time later.
Agree what each round reviews. For example:
- the static round covers copy and claims
- the first interactive round covers interaction and layout
- the final round covers the rendered build exactly as reps will see it
When everyone knows the scope of a round, feedback stays focused.
Lock references and claims early. Tie every claim to approved source content before the build starts. Many late medical and regulatory comments trace back to claims that were never firmly anchored to a source.
Set round limits and turnaround times. Decide how many rounds are planned and how long each review window lasts.
Name one feedback owner on the brand side. This person merges medical, legal and regulatory comments into one set. They also resolve conflicts between those comments before feedback reaches the build team.
Review tooling and approval steps differ between companies and markets. The UK, US and EU each have their own requirements, and many companies run review in their own systems under their own SOPs. Your build partner should follow the client's process rather than assume one standard applies everywhere.
Version control that reviewers can actually follow
Version control is your strongest defence against reviewers commenting on the wrong build.
Put slide code in source control. Keep HTML, CSS and JavaScript in Git or a similar system. Create a tag or branch for every MLR submission, such as round-1-submitted or round-2-submitted. You can then rebuild any submitted or approved state exactly. That matters when an auditor or brand lead asks what was approved and when.
Use one naming convention everywhere. Build names and zip packages should show:
- brand
- market
- round number
- date
For example: BRAND_UK_MLR-R2_2025-03-14.zip. Use the same name on the review cover note, in the change log and in the submission record. If reviewers can see the round number on the file, they are far less likely to comment on an outdated version.
Separate content from presentation where you can. Keep copy, references and claims in structured content files or clearly separate templates, away from the interaction logic. A copy edit should not require changes to swipe handlers or animation timelines. This lowers the risk of breaking something, and copy changes are easier to spot when you compare versions.
Archive every submitted package. Store each zip with its review record, including comments, responses and approval status. If you need re-approval later, for example when a claim's reference is updated, you have a clean starting point.
Handle market variants without forking. The same eDetailer may run in the UK, other EU markets and the US. If you copy the codebase for each market, the copies soon fall out of sync. Instead:
- keep one shared codebase
- store market-specific content, references, safety information and configuration separately
A layout fix then reaches every market, while market-specific claims stay isolated.
Change logs: turning MLR comments into a traceable trail
A change log turns scattered annotations into a record you can track and audit. Every comment from every round goes into it.
For each comment, record:
- a unique comment ID
- the slide reference, including the state or pop-up where relevant
- the reviewer category: medical, legal or regulatory
- the requested change
- the action taken
- the build version where the fix appears
Every comment also needs a status: accepted, queried or rejected. Anything that is queried or rejected needs a written reason. The next round then starts from a clear position, and nobody reopens a decision that was already agreed.
Change log template you can copy
| Column | Example / allowed values |
|---|---|
| Comment ID | R2-014 |
| Round | R1, R2, R3 |
| Slide / state | S06 – efficacy pop-up |
| Reviewer category | Medical / Legal / Regulatory |
| Comment (verbatim) | Reviewer's original wording |
| Requested change | Plain-language summary |
| Status | Open / Accepted / Queried / Rejected / Implemented / Verified |
| Rationale | Required for Queried or Rejected |
| Action taken | What was changed |
| Fixed in build | BRAND_UK_MLR-R3_2025-03-21 |
| Regression checked | Yes / No + tester initials |
With each resubmission, send reviewers a short round-over-round summary. It should list:
- what changed
- which comment IDs each change addresses
- which items are still queried
Reviewers can then focus on the changes instead of re-reading the whole deck.
This is how a disciplined change log shortens later rounds. Reviewers can trust that untouched content really is untouched, and open questions stay visible. The audit trail also builds up as you work, so nobody has to piece it together afterwards.
Regression QA after every revision round
Small copy fixes break eDetailers more often than people expect. Slides are usually a fixed size, so a longer approved sentence can:
- push text onto new lines
- spill out of its container
- push a footnote off-screen
Renaming or re-ordering slides can break the links between them. Editing a pop-up or reference overlay can break its close button or its return path.
Run a regression checklist on every revision round, not only the final one:
- Navigation and slide flow: every menu item, button and link between slides goes to the right place.
- Swipe and touch gestures: swipes, taps and any custom gestures respond correctly.
- Animations: timing, order and end states are intact, especially on animation-heavy slides.
- References and footnotes: numbering matches, overlays open and close, and citations match the approved sources.
- PI and safety information links: they are present, reachable and correct for the market.
- Fonts and rendering: no fallback fonts, clipped text or layout shifts.
Test on the actual target devices and inside the CLM player, not only in a desktop browser. A slide that looks fine in Chrome on a laptop can behave differently in the CLM app on a field tablet.
After any packaging change, re-check CRM-side behaviour too. This includes Veeva CLM and Salesforce integration and, where used, key message tracking.
CRM-connected builds, such as the Humalog eDetailer described below with its Veeva CLM, IREP and Salesforce integration, show why this matters. On builds like that, integration should be re-verified after every revision, not assumed. Animation-heavy builds, such as the Trulicity eDetailer, need the same care with motion after each copy change.
Use both automated and manual checks:
- Automated: link checks and screenshot comparisons catch unintended changes quickly.
- Manual: a walkthrough on the device confirms the experience works the way a rep will use it.
Only after both should the build go back to MLR.
What this looks like in practice: eDetailer delivery with an agency partner
On an eDetailer project, a development partner's role is build, integration and QA. It is not MLR review. The agency and brand own review and approval under their own SOPs.
Ranbanka Systems offers eDetailer development using Veeva CLM alongside a dedicated QA and Testing service. We focus on the build and testing side of the work, and we are not an MLR reviewer.
We have delivered eDetailers via the agency Lebeyon, including:
- Humalog – Eli Lilly: an interactive eDetailer built in HTML/CSS/jQuery, optimised for touch devices, with full Veeva CLM, IREP and Salesforce integration.
- Novartis China: an interactive, touch-optimised HTML presentation for field reps, integrated with Vmobile, Veeva CRM and IREP, with compliant delivery.
- Trulicity – Eli Lilly India: an eDetailer with smooth animations, touch-device optimisation, and Veeva CLM and Salesforce integration.
Shantanu Karmakar, Director – Business Planning & Client Services at Lebeyon Marketing Communications, said:
"Working with Ranbanka Systems has been a game-changer for us. Their expertise in frontend development and eDetailer solutions streamlined our document automation processes, making them faster and more reliable. Their team's attention to detail and commitment to delivering quality work on time truly set them apart. We look forward to continuing this partnership."
Three of our services are relevant here:
- eDetailer using Veeva CLM: interactive eDetailing presentations.
- QA and Testing: finding and fixing issues before each release.
- Maintenance & Support: regular updates and issue resolution to keep systems optimised, secure and future-ready.
We work under NDA and confidentiality, and we respond within 24 hours. You can see more of our delivered work on our portfolio and clients pages.
The versioning, change log and regression practices in this guide give you a good agenda for a kickoff conversation with any development partner, including us.
Checklist and next steps
Here is the one-page recap:
- Pre-build process map:
- stages agreed and the scope of each round defined
- claims locked to approved sources
- round limits and turnaround times set
- one feedback owner named
- Versioning convention:
- source control with a tag per submission
- brand_market_round_date naming
- content separated from code
- every package archived
- one codebase for all market variants
- Change log:
- comment ID, slide, category, request, status, rationale, action, fixed-in build and regression check
- a round-over-round summary with each resubmission
- Per-round regression QA:
- navigation, gestures, animations, references, PI/safety links and fonts
- testing on the device and inside the CLM player
- a CRM integration re-check
Before you start an eDetailer, ask any development partner:
- How do you version builds, and can you rebuild any previously submitted state exactly?
- How do you name packages so reviewers always know which round they are looking at?
- Do you keep a comment-level change log, and can you produce a summary of what changed between rounds?
- What does your regression checklist cover, and do you test on target devices inside the CLM player?
- How do you handle market variants without separate codebases?
- How do you re-verify Veeva CLM and CRM integration after packaging changes?
If you have an eDetailer coming up and want a second opinion on its MLR workflow, we offer a free initial consultation. Contact Ranbanka Systems to talk through your project, or browse more practical guides on our blog.