Application Editor

Before the CLM presentation creation, read Requirements and Media File Formats and set up remote sites.

The Application Editor is intended to create CLM presentations with the Application record type. The CLM presentation is based on HTML code, PowerPoint, or PDF. Each slide can be formed based on templates with placeholders and widgets.

application editor 2020 05 06

Create a CLM Presentation

To create the new CLM presentation with the Application record type:

  1. Go to the Application Editor tab and click New.

  2. In the New Application window, select the Application record type.

  3. Specify fields:

    • Enter the CLM presentation name.

    • Set Active to make the CLM presentation available for users.

    • Select the Slide reordering enabled checkbox if you plan to create a custom scenario.

    • Check the required boxes to track actions and collect statistics in the Application Stats record.

      Read the description of each parameter here.
      Application

  4. Click OK.

The new CLM presentation record is created.

Also, you can create a CLM presentation from the Application tab. Click New, select the Application record type, specify all required fields, and click Save.
new clm application

Add Slides to the CLM-presentation

Add slides to CLM presentations:

  • Manually create slides using one of the options below.

    • specify templates with placeholders and widgets;

    • add markup for a slide.

New Slide on the Application Editor tab

Publish a CLM presentation after creation.

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