Creating CLM Presentation with the Application record type
| In the Application Editor tab, you can add only slides without the HTML markup required for the Remote Detailing functionality. To add slides with HTML markup, use the Applications tab (see Creating a Slide). |
To add slides to a CLM Presentation manually:
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Go to the Application Editor tab.
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In the CLM Presentation picklist, select presentation.
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To create a presentation by uploading a PPT/PDF/ZIP file, click the Upload PDF/PPT/ZIP button.
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Go to the Slides section:
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Click Add new to add a new slide.
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Click Save to save changes.
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Click Cancel to roll back all unsaved changes.
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Click Delete next to a slide to remove a slide.
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Click the Slide name to edit a slide.
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Click the Template name to edit a template.
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Specify whether the slide is active and can be used in CLM presentation or not.
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Specify the Required attribute and a category, if needed.
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Specify slides in branches.
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