Displaying PDFs in CLM
PDF files in CLM content can be displayed via HTML or PDF key messages. When a user displays a PDF file locally referenced from an HTML key message, the PDF displays in an overlay on top of the presentation.
Content creators can add links and references to PDF documents in key messages, and end users can view and navigate the PDF using the standard PDF controls.
Who can use this feature?
- iPad, iPhone, Windows Users
- Users do not require an additional license
- Content Creator Users, End Users
Configuring Displaying PDFs in CLM
All Users
To use this feature, ensure Configuring CLM is complete.
Referencing PDFs in HTML Key Messages
Content Creators
Content creators can use the following methods to reference a PDF in an HTML Key Message:
- <a href = /assets/my_pdf.pdf>This works fine.</a>
- document.location = /assets/my_pdf.pdf; // this works fine
- document.location.href = /assets/my_pdf.pdf; // this works fine
Selecting a link to a locally referenced PDF from a CLM presentation displays the PDF in an overlay on top of the presentation.
Displaying PDFs
End Users
Controlling PDFs Displayed in CLM
Users can use PDF controls to navigate PDFs in CLM. Select the up and down arrows to navigate between pages or jump to a specific page by selecting the page number. Users can view PDFs in landscape mode or disable rotation lock to use portrait mode. The following buttons are not available:
- Action menu
- Reactions
- Highlighter pen
- Thumbnail navigation
Displaying PDFs on iPad
For iPad, a Close button displays at the top left of locally referenced PDFs to allow users to exit and return to the HTML Key Message. External links selected from PDFs in CLM presentations display in an overlay, allowing information to be shared in an Engage meeting.
Displaying PDFs on Windows
To ensure text in PDF content displays correctly, users can disable hardware acceleration for the app. Hardware acceleration allows Windows to perform tasks more efficiently by using the computer’s graphics card, but this can sometimes prevent content from rendering correctly.
Hardware acceleration is enabled by default in the Vault CRM app on Windows unless one of the following graphics cards is detected:
- Intel® Iris® Xe Graphics Card
- Intel® UHD Graphics for 12th Gen
To manually disable hardware acceleration:
- Select the File menu.
- Select Settings.
- Deselect the check box for Use hardware acceleration when available.
- Select Save.
- Sign out of the app and sign back in.
