5 min read · Updated October 27, 2026
CLM Studio glossary
A shared vocabulary for authoring, previews, sources and delivery.
Projects and authoring#
| Term | Meaning |
|---|
| Workspace | The context that owns your projects, access and configured services. |
| Project | A saved presentation or other supported authoring target with its own revision history. |
| Builder | The conversation and proposal workflow for creating or refining the experience. |
| Edit | The direct authoring view for supported managed content. |
| Managed object | Content with supported direct controls and a saved relationship between its design and source. |
| Code managed | Content whose implementation does not expose the same direct editing controls. |
Versions and previews#
| Term | Meaning |
|---|
| Draft | Work prepared locally or saved as an unfinished project; inspect its status to know which. |
| Proposal / candidate | A reviewable change that may remain separate from the accepted project. |
| Revision | A particular saved state of the project. |
| Build | Compiled source prepared for an interactive runtime. |
| Preview | A view of a particular candidate or saved result; check its identity and freshness. |
| Restore | Create a new saved revision from an earlier state while preserving history. |
Sources and experiences#
| Term | Meaning |
|---|
| Attachment | A file selected and processed for use in a project workflow. |
| Evidence selection | The excerpts explicitly chosen for a request. |
| Presentation context | Saved brand, market and authoring preferences. |
| Presentation path | An authored route through slides with defined choices and shortcuts. |
| Personalization sample | Explicit sample context used for authoring or review; it does not prove a live CRM connection. |
Delivery and roadmap#
| Term | Meaning |
|---|
| CLM | Closed-loop marketing; here, an interactive presentation authoring and delivery workflow. |
| X-Page | A content experience intended for a supported Vault CRM X-Page target. |
| Handoff | The prepared files and information a team uses for the next delivery step. |
| Native acceptance | Verification in the actual intended client, device and configuration. |
| On the roadmap | A planned outcome or unfinished delivery qualification, without a promised release date. |