Displaying PDFs in CLM

  • CRM Desktop (Mac, Windows)
  • iPad
  • Windows Tablet

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. Users can navigate the PDF using the standard PDF controls, but the following buttons are not available:

  • Action menu
  • Reactions
  • Highlighter pen
  • Thumbnail navigation

Ensure initial configuration is complete to use this functionality.

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.

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

For example, Sarah Jones displays Cholecap content to Dr. Clinton Ackerman during a meeting. The slide with safety information contains a link to a locally referenced PDF with more specific details. Sarah selects the link, which displays the PDF in an overlay on top of the presentation. When she finishes presenting the PDF, she selects Close and returns to the slide with the link.

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

For Windows Tablet, users can zoom in and out of PDFs using the + and - buttons or by pinching the screen for locally referenced PDFs. The minimum size is 50% and the maximum is 400%. Pinch the screen and zoom out below 50% to exit PDFs. Users can also select the fullscreen button to zoom to Page Width, Actual Size, or Page Fit. The zoom controls do not display if zoom is disabled for the key message.