Plain Application Editor

The Plain Application Editor is intended to create CLM presentations with the Plain Application record type. CLM presentations can be created without HTML programming. Import a PowerPoint file or create a CLM presentation using templates, slides with images, texts, videos, etc.

Markups for all slides will be stored in the first slide record. We recommended creating no more than 25 slides.
Before the CLM presentation creation, read Requirements and Media File Formats and set up remote sites.
plain editor

Create a CLM-presentation

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

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

  2. In the New Application window, select the Plain 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 ApplicationStats record.

      Read the description of each parameter here.
      Plain 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 Plain Application record type, specify all required fields, and click Save.

Add Slides to the CLM Presentation

Select the CLM presentation in the picklist.

Plain Editor Types

After the CLM presentation creation, it is needed to fill it out with the slides.

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.

After creating the CLM presentation:

  1. Renew slides, wait 2–3 minutes, and publish the CLM presentation.

  2. Perform fast or mixed synchronization on the mobile device to download the CLM presentation.

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.

``