Creating Plain CLM Presentation using Templates

Preconfigured templates can be used for the CLM presentation creation. The slide switching effects will be available in the CT Mobile app.

To create a CLM presentation from a template:

  1. Go to Application Editor.

  2. Select a plain CLM presentation from the picklist in the upper left corner, or click New to create a new CLM presentation with the Plain Application record type, or click Clone to add a new CLM presentation identical to the selected one.

  3. In the Plain Application Editor window, click Create from the template.

    Plain Editor Types

  4. In the Templates window, select a template.

    Templates

  5. Wait a minute and slides with the selected template will be displayed.

  6. Customize CLM presentation with the Plain Application Editor tools.

    The CLM presentation limit is 25 slides. In the case of exceeding the limit, a warning will be displayed.

    • Select and click Impress to view the CLM presentation with the impress.js framework. Click the right/left side to switch slides, or use key arrows and the spacebar.

    • Select and click Bespoke to view the CLM presentation with the bespoke.js framework. Use key arrows and a spacebar to navigate.

      PlainPPTedit

  7. In the CT Mobile menu, click Save.

    Also, you can create the CLM presentation from a template by clicking Templates in the CT Mobile menu.

The CLM presentation is created.

CLM presentation should be activated. If a CLM presentation should be available for Remote Detailing, check tthe Available for Remote Detailing field and set up Remote Detailing. Renew slides, wait 2-3 minutes, and publish the CLM presentation. Perform fast or mixed synchronization on the mobile device to download the CLM presentation.

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