CLM Dashboard

Enabling the Preview Mode on the Editor allows users to preview or test Whatfix content and widgets in the Ready and Production Stages by default. If the content to preview resides in the Draft stage, select the Include Draft content and widgets ...

The Content section of the Dashboard displays content like Flows, Videos, PDFs , and other Static content along with widget collections like Smart Tips, Beacons and Launchers . However, widgets such as Pop-ups , Task List , and Self Help ...

Edit Whatfix content and widgets in the Draft stage while a version exists in the Production stage. Hover your cursor over the content or widget to edit, then click the Edit in draft icon. Note: Only an Account...

Content will be live on the application only when you push it to Production stage on the CLM dashboard. Likewise, you can remove them from Production if you don't want it to be live on the application. Note: You must ...

Widgets go live on the application only when you push it to the Production stage on the CLM dashboard. Likewise, you can remove them from Production if you don't want it to be live on the application. Use the following steps to make Widgets li...