Question:

When a CLM Presentation is created from a PowerPoint document, will the Speaker Notes be visible on the offline platform?

Answer:

CLM presentations containing PowerPoint content launch in PowerPoint outside the CLM media player, while still using the media library. PowerPoint content in Vault can be packaged for CLM using the Create Presentation functionality.

Whether the Speaker Notes are enabled either on the document or with the global setting, the system will notify the user that the Speaker Notes won't be retained in the CLM presentation when the Create Presentation action is invoked:

When the PowerPoint source file is retained, the end-user can open the document from CRM via the PowerPoint app on the iPad and the Speaker Notes are available in the app. However, the CLM slides won't display the Speaker Notes in Veeva CRM:

Related Documentation:

Vault Documentation: 

• Vault Help

CRM Help Documentation:

• PowerPoint Presentations in CLM