Setting the Content Target Platform for HTML Content
HTML content in CLM developed for Vault CRM uses Vault API names and the Vault CRM version of the Multichannel JavaScript library. To allow HTML content to display correctly in Vault CRM, content admin users must select Vault as the content target platform for CLM content.
Who can use this feature?
- Content Admin Users - Browser
- Set the content target platform
- Users do not require an additional license
Configuring the Content Target Platform for
Content Admin Users
To configure this feature, ensure Configuring CLM as Document Model is complete.
Setting the Content Target Platform as
Content Admin Users
When creating or editing CLM slides, content creators must set the content target platform to Vault on each Slide document in a Presentation binder.
To set the content target platform for a Slide document:
- Navigate to All > Library.
- Select the appropriate Slide document.
- Select Edit Details.
- Select Vault for the Target Platform field in the Legacy Information section of the Information panel.
- Select Save.
