Creating CLM Presentation with the Plain Application record type
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CLM presentations with the Plain Application record type can be created without HTML programming. Import a PowerPoint file or create a CLM presentation using templates, slides with images, texts, videos, etc.
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Markups for all slides will be stored in the first slide record. We recommend creating no more than 25 slides.
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Before the CLM presentation creation, read Requirements and Media File Formats and set up remote sites.
To create CLM presentations with the Plain Application record type:
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Go to the Application Editor tab.
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Select the application in the picklist.
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Select the desired way to create the CLM Presentation:
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Create a CLM presentation by adding slide by slide, and configure template placeholders and widgets.
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Create a CLM presentation based on PowerPoint.
The Application Editor creates slides of the CLM presentations by taking screenshots of .ppt(x) slides.
If a .ppt(x) file contains any interactive elements, such as videos, gifs, and links, they will not be available in the converted CLM presentation.
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After creating the CLM presentation:
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Renew slides, wait 2–3 minutes, and publish the CLM presentation.
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Perform fast or mixed synchronization on the mobile device to download the CLM presentation.
To make the CLM Presentation available for Remote Detailing, check the Available for Remote Detailing field and set up Remote Detailing.