What should I consider before using Auto-Publishing?

Here are a few things to keep in mind.

Key considerations for CLM Auto-Publishing

  • Managing Updates - Train your content creators on how to update and upload new versions

  • Legacy Content - You’ll need a plan for your existing CLM content. You can either let it expire naturally or proactively republish it with Auto-Publishing.

  • File Type Limitations - Auto-Publishing for CLM supports PowerPoint, PDF, and video files. Auto-Publishing does not support HTML content.

Key considerations for Approved Email Fragments

  • Establish Governance - Since this path bypasses the formal MLR review process, you must have a clear internal process for approving this content

  • Who has the authority to create and publish fragments?

  • Who is responsible for ensuring they remain compliant?

  • No Versioning - There’s no versioning for email fragments created this way. To update a fragment, an admin must manually expire the old record and create an entirely new one.