CLM Dashboard

When you enable the Preview Mode on the Editor, preview or test Whatfix content and widgets that are in the Ready and Production Stages by default. If the content you want to preview is in the Draft stage, then select the Include Draft content an...

The Content section of the Dashboard displays content like Flows, Videos, Pdf , and other Static content along with the widgets like Smart Tips, Beacons and Launchers . However, you cannot see widgets like Pop-ups, Task List, Self Help in ...

Yes, you can edit Whatfix content and widgets in the Draft stage while a version of them is in the Production stage. All you need to do is hover your cursor over the content or widget that you want to edit, and then click the Edit in Draft icon. ...

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...