As an administrator, you can customize all of the formatting features in Excel. There are two main reasons you may want to do this: (A) your company branding has been updated, or (B) you want to provide additional formatting selections to your users. This second reason is most applicable in situations when additional teams at your company are looking to use UpSlide or when you want to use special formatting for a specific client project.

Jump to the most relevant part of this page:

1. Getting a theme template
2. Editing a theme template
3. Importing a theme template to your machine
4. Exporting the themes to your team

Getting a theme template

1. Click the Theme button in the top right of the UpSlide ribbon. 
2. Select Edit Theme Library from the drop-down.
3. Within the Edition bar drop-down, select the Theme you want to edit.
4. Press Get Template and save the file anywhere on your machine.

Editing a theme template

Find and open the Excel file you just saved. If requested, you should enable macros. The theme template file will not function properly if macros are disabled.

Each sheet in the file corresponds to the different UpSlide elements in Excel that you can customise, including Smart Format for tables and charts, custom line styles, number formats, background colors, borders, etc. You're able to customize everything that was initially customised for you by your Consultant.

Use the native Excel functionality to adjust the elements. You can add and remove options using the Add and Remove buttons in most sheets.

• The Add button will add a new element to the bottom of the list.
• The Remove button will remove the last element from the bottom of the list.

Importing a theme template onto your machine

Replacing an existing theme

1. Make sure you have saved and closed your theme template file. 
2. Click the Theme button in the top right of the UpSlide ribbon.
3. Select Edit Theme Library from the drop-down.
4. Within the Edition drop-down, select the Theme you want to update.
5. Click Set Template and choose the template file you have edited and saved. Your style has been updated.

Adding an additional Theme

1. After editing the theme template file, make sure to change the Style Name on the first sheet, then save and close your file. 
2. Click the Theme button in the top right of the UpSlide ribbon
3. Select Edit Theme Library from the drop-down.
4. Press Add. This will add a new theme named Default Style.
5. Within the Edition drop-down, select Default Style. 
6. Click Set Template and choose the template file you have edited and saved. Your style has been updated.

The theme is now active on your machine only. Take this time to test the changes you have made before sharing the update with your team. 

Exporting a theme to your team

Follow the instructions on this page to export the .UpSlide file.