To configure this feature, ensure the following are complete:

• Configuring CLM as Object Model
• Device and Software Requirements for CRM Desktop (Windows)

The first time a user signs in, a full sync occurs to sync all of the content in the media library. The app runs an incremental sync for every subsequent signin. An incremental sync updates records for the following objects:

• call2_detail__v – Metadata Only
• call2_key_message__v – Metadata Only
• call2__v – Metadata Only
• clm_presentation_slide__v
• clm_presentation__v
• directory__v
• key_message__v
• message__v
• multichannel_activity_line__v – Metadata Only
• multichannel_activity__v – Metadata Only
• multichannel_consent__v – Metadata Only
• multichannel_settings__v
• my_setup_products__v
• product_group__v
• product__v
• veeva_settings__v
• user__sys

To display CLM presentations in an Engage meeting hosted, users must first download the presentation either before or during the Engage meeting.

To download CLM presentations ahead of time:

1. Launch the CRM Desktop (Windows) app or Vault CRM for Windows (Beta) using one of the following methods:
   • Select the desktop icon for the app
   • Double-select the app icon in the system tray, if already signed in
2. Select the appropriate presentations to download, or select Download All (CRM Desktop (Windows)) or Download All Media (Windows (Beta)) from the menu to download all available presentations.

Five presentations may be downloaded at the same time. Additional presentations are queued for download.

The app window can be moved and resized like any other application. It automatically refreshes to display presentations available to the user, the products associated with the presentation, and the download status of each presentation.

Using the list view, hosts can search for a presentation's name or can use the Filter () button to filter the list of available presentations by Product and Status, enabling quicker identification of the appropriate presentation to download.

Presentations in the media library have the following statuses:

• Download Required – The presentation must be downloaded by the user
• Updating Pending – The presentation has been updated and is automatically downloading
• Downloaded – The presentation is available for use

Once a presentation is fully downloaded, the user can launch and view the presentation in Normal View. The slides are not interactive in Normal View. Select the Present button in the bottom right corner to display the content in fullscreen Presentation View. In Presentation View, content displays in fullscreen and is interactive. Use arrow keys to navigate between slides and the Escape key to exit the presentation. Alternatively, right-select on the slide to display a navigation menu.

Additionally, hosts can favorite presentations and filter the list of presentations by favorite. See Managing Favorite Presentations for more information.

The following table describes the different views users can use to display presentations:

View Name	Description
Normal View	Displays immediately after launching a presentation from the media library Displays a static preview of each slide and is not interactive Can switch to Slide Sorter View Initiates a media session (preview tracking) on Windows (Beta)
Slide Sorter View	Displays a grid the thumbnails of all slides in the presentation, including the order numbers and key message descriptions Can switch to Normal View Initiates a media session (preview tracking) on Windows (Beta)
Slide Show View	Presents content to attendees Displays content in fullscreen Initiates a call session (activity tracking) Can be shared during remote meetings
Window View	Presents content to attendees Displays content in a resizable window Initiates a call session (activity tracking) Can be shared during remote meetings
Presenter View	Presents content to attendees Displays two full screens windows: the attendee window containing the current slide the Presenter View window containing the current slide, the slide notes, and the navigation bar Initiates a call session (activity tracking) Attendee window can be shared during remote meetings

Displaying Presentations in Normal View

When a user launches a presentation from the library, it displays in a separate window in Normal View. The first slide is selected by default. Normal View only displays a preview of the selected slide. The slides are not interactive. In a call session on CRM Desktop (Windows), sharing a presentation in Normal View does not track the key messages on the call report. On Windows (Beta), opening a presentation in Normal View initiates preview tracking, which can be saved as an unassigned presentation, converted to a call, or discarded. See Tracking CLM Activity for more information.

The preview displayed for each slide depends on the file type of the slide:

• Image – displays the image
• PDF – displays the PDF. Links are not active.
• Video – displays depending on the images available in the content package. Images are used in the follow order:
  • Poster.png
  • If Poster.png is not available, then display the fullscreen preview image (<filename>-full.png)
  • If the fullscreen preview image is not available, then display thumb.png

  See Packaging Custom CLM Content for more information.

• HTML – displays depending on the images available in the content package. Images are used in the follow order:
  • Poster.png
  • If Poster.png is not available, then display the fullscreen preview image (<filename>-full.png)
  • If the fullscreen preview image is not available, then display the rendered HTML, including animations. However, the preview is not interactive and user input is ignored.

If a preview image cannot be rendered, the No Preview image displays.

A slide counter displays in the window. Sub-presentation slides are not counted in the total number of slides.

Select the toggle at the bottom of the window beside the Present button to switch to Slide Sorter View.

Displaying Presentations in Slide Sorter View

Slide Sorter View displays a grid of the thumbnails of each slide in the presentation, including the order numbers and key message descriptions. In a call session on CRM Desktop (Windows), sharing a presentation in Slide Sorter View does not track the key messages on the call report. On Windows (Beta), opening a presentation in Slide Sorter View initiates preview tracking, which can be saved as an unassigned presentation, converted to a call, or discarded. See Tracking CLM Activity for more information.

End users can resize the thumbnails using the slider bar at the bottom of the window or resize the window to dynamically update the number of thumbnails displayed.

Select the toggle at the bottom of the window beside the Present button to switch to Normal View.

Displaying Presentations in Slide Show View

To display dynamic content and track key messages, users must display content in Slide Show View by selecting the Start Slideshow button in the bottom right corner of the Normal View window. In Slide Show View, slides display in fullscreen and are interactive.

Displaying Presentations in Window View

Users can access other windows on their desktop while still presenting CLM content by switching to Window View. This allows easier navigation between windows without disrupting activity tracking.

Users can move and resize the window while presenting.

When displaying content in Slide Show View, you can select Use Window View from the context menu to switch to Window View.

When displaying content in the Window View, select Use Slide Show View from the context menu to switch to Slide Show View.

To update the default window behavior when presenting content:

1. Select Settings.

   

2. Select the appropriate behavior in the Play Slide Show section. In Window is selected by default.

During Engage meetings on CRM Desktop (Windows), presentations in Normal View automatically display in Window View when shared, regardless of the default setting. When returning to Normal View, the sharing ends automatically.

Displaying Presentations in Presenter View

Users can display presentations in Presenter View, which includes the current slide and its slide notes, the navigation bar, and a preview of the next slide.

Using Presenter View allows users to:

• Reference their notes for more context when presenting
• Prepare for the upcoming slide
• Easily navigate between slides in a presentation
• Check the amount of time spent presenting in the top left corner of the window to pace themselves if there is a time constraint

Some considerations for Presenter View include:

• Presenter View always displays in a fullscreen window and cannot be resized
• The fullscreen view of the current slide displays in a separate attendee window
• When sharing the content via Engage meeting, only the attendee window displays to attendees
• When sharing content using another remote meeting application, share the attendee window. Users can still navigate to and view the Presenter View window.

  When using the Zoom^® app with one screen, users must set Screen capture mode to Secure share with window filtering in the Share Screen settings.

• Only one Presenter View window displays at a time. When displaying multiple presentations in Presenter View or switching between presentations using Alt + Tab, the Presenter View window updates to display information for the presentation in the foreground
• When using two screens, select Swap Displays to move the Presenter View window to the other monitor

On Windows (Beta), Presenter View is only supported when using at least two screens, and displaying multiple presentations is not supported.

• Slide rotation and hot keys are available in Presenter View

When using only one screen to share content from on CRM Desktop (Windows) via the Microsoft Teams Desktop app, Presenter View is not supported. Users can share content in Presenter View either via Microsoft Teams in the browser with only one screen or via the Microsoft Teams Desktop app with two or more screens.

To display a presentation in Presenter View:

1. Select the Start Slideshow dropdown menu.
2. Select Presenter View.

To interact with the presentation in Presenter View, select the displayed slide. The cursor displays orange to indicate you are interacting with the slide. The cursor returns to white when navigate away from the slide.

To transition from Slide Show View or Window View to Presenter View, select Use Presenter View from the All Actions menu or the right-select context menu.

To transition from Presenter View to Slide Show View, select Use Slide Show at the top of the window. Alternatively, select Use Slide Show View from the All Actions menu or the right-select context menu.

When users use the Present in Engage button to quickly share CLM content in an Engage meeting or when two monitors are available, CLM presentations display in Presenter View by default. To disable this:

1. Select Settings.

   

2. Deselect the Always Start Presenter View checkbox.

Using Sub-Presentations in Presenter View

In the navigation bar, the thumbnail for a sub-presentation displays as a stack of slides with the label Required. Thumbnails for the main presentation slides associated with the sub-presentation are grayed out until the user finishes displaying all the slides in the sub-presentation.

Select the sub-presentation thumbnail to view all the slides in the sub-presentation. Each slide in the sub-presentation is grayed out until the preceding slide displays for at least two seconds, to ensure users display the slides in order. After all the slides in a sub-presentation display, the thumbnail in the navigation bar becomes grayed out and does not display the Required label. However, users can still select the grayed out thumbnail and navigate to the sub-presentation.

Users can open multiple presentation windows at once. Launch each presentation one by one or use the following options to select multiple presentations and launch them all at once:

• Selecting the Open button in the media library
• Selecting the Enter button
• Selecting Open from the right-select context menu

Users can also use the context menu to perform the following actions to multiple selected presentations:

• Download
• Favorite
• Add Labels
• Duplicate
• Delete

Open presentations which are not available for the call display black screens. CLM presentations available for a call are based on the Restricted Products, Allowed Products, and Account Segmentations for the accounts in the call.

Use the keyboard arrow keys to navigate between slides. Use the Escape key to exit a presentation. Users cannot navigate backwards in a sub-presentation. When users finish displaying a sub-presentation, use the right arrow key to display the parent slide. Exiting Slide Show View, Window View, or Presenter View displays Normal View and the thumbnail for the most recently displayed slide is selected.

Users can also navigate a presentation using the shortcut menu. The shortcut menu includes the Last Viewed option, which allows users to navigate to the 10 most recently displayed slides, including sub-presentation slides. Last Viewed is unavailable if there are no previously displayed slides.

Users can rotate slides to display in landscape orientation using the following methods:

• The Rotate Left and Rotate Right buttons in the action menu
• Hot keys
  • Rotate left: Ctrl + L
  • Rotate right: Ctrl + R

Users can zoom in and out of content to easily view small text or diagrams. The content must be published as a Multi Slide Presentation from Vault. The following methods are available:

• Using hot keys
  • Zoom in: Ctrl +
  • Zoom out: Ctrl -
  • Return to original size: Ctrl 0
• Using the right-select context menu
• Double selecting the content

Zooming in and out is not supported for auto-published HTML content.

On the CRM Desktop (Windows) platform, Admins can also disable zoom for specific key messages for compliance reasons. See Disabling User Actions for Key Messages for more information.

Displaying a presentation in a present view (Slide Show View, Window View, or Presenter View) from a call initiates a call session and tracks the key messages on the call report. For Slide Show View and Window View, sub-presentations can only be displayed once per call session. If the user ends and then restarts the call session, the sub-presentations can be displayed again.