Engage CLM Content Creation Guidelines

Hosts can display CLM content to attendees. Below are guidelines for adapting CLM content for use in Engage.

iPad CLM Content Creation Guidelines

CLM content used for Engage meetings hosted on the iPad should be designed and tested to determine if updates are necessary. Test content by viewing it in an Engage meeting as the participant.

Content should be tested across all supported attendee platforms and browsers.

The following limitations on commonly used content should be tested and updated if necessary:

  • Video content is not supported, however, videos may be shared via iPad screen sharing. Customers should test appropriately before making video content available for Engage.
  • Complex CSS transitions, for example the transform and animation properties, may not display to participants as expected
  • WebGL 2D and 3D animations do not display to participants
  • Complex JavaScript animations may not display or may only partially display to participants
  • Animated GIFs display to participants at two frames per second
  • Augmented Reality content is not supported
  • Content should not contain <audio> tags as this may interfere with the audio of the meeting

Content Agencies can work with the Veeva Agency Partner team to discuss enabling Engage in sandboxes for testing.

CLM Content Creation Guidelines for Veeva CRM on Desktop

The majority of existing CLM content must be adapted to render properly in Veeva CRM on Desktop, since CLM content is typically only designed and tested on a single platform. See CRM Desktop (Windows) for the list of supported CLM functionality.

Differences in platform rendering engines and aspect ratios cause most existing CLM content to not render consistently across platforms. For example, CLM on iOS uses Mobile Webkit, CLM on Windows uses Internet Explorer 11, and the Engage Media Desktop Player uses Webkit for Windows. Content created via Vault's Create Presentation and Auto-Publishing addresses these inconsistencies and renders the presentation correctly in the CRM Engage media player.

Veeva recommends testing content in the CRM Engage app media player to evaluate how each presentation renders. To debug content currently loaded in the media player, right-click anywhere on the content and select F12 to open the debugging window.

If a CLM presentation contains a link to an external website and Share Desktop is disabled, the host can select the link and display the website to attendees.

HTML content should follow best practices for building content that works across a wide variety of browsers. This makes it easier to use CLM content across CRM platforms, just as it does when developing web content. Veeva recommends the following best practices when developing or adapting CLM content:

  • Size content to the viewport
  • Include width = the device width to match the screen's width in pixels
  • Do not disable user scaling to ensure the page is accessible
  • Do not use large, fixed-width elements
  • Do not rely on a specific viewport width to render
  • Use relative sizes for images
  • Consider SVG for images and icons

See Packaging Custom CLM Content for more information on how to package CLM content for use in Engage.

Naming Files on Windows

Supported Content on Veeva CRM on Desktop

Only CLM content sourced from Vault is supported. Content sourced via the CLM FTP process is not supported.

The following media formats are supported:

  • Images (.jpg & .png)

  • PowerPoint files (.pptx)

  • PDF files (.pdf)
  • HTML (.html & .htm)
  • Video (.mov, .m4v, .mp4)

    Video content embedded in HTML slides is also supported.

Content must have the Publish for Veeva CRM (CLM) picklist set to Yes.

Do not set the Publish for Veeva CRM (Portals) picklist to Yes. This picklist is used by Engage for Portals and CoBrowse, not Engage. If this picklist is set to Yes, the presentation will not display as available for sharing during an Engage meeting.