As an administrator, you can edit the Table of Contents and Section Dividers of your available UpSlide templates. The article below details the prerequisites and steps to edit this part of the templates.

To activate the Preview Mode

1. Use the Ctrl+Shift+X shortcut
2. Go to Tools
3. Click on Preview Mode
4. Click on Enable Preview

Prerequisites

To access the functionality Edit Table of Contents interface, you need an administrator option.

We also recommend being familiar with PPT's Slide Master. You can read about it in Microsoft's documentation.

Whether you choose to modify an existing UpSlide template or one of your own, make sure you have dedicated layouts for the Table of Contents and the section and subsection dividers in the Slide Master.

These layouts should not include text placeholders as UpSlide will automatically add text shapes when users create sections, subsections and update the Table of Contents.

See below an example of a dedicated Agenda Slide Master Layout based on the UpSlide brand identity. 

Set up and edit your automated Agenda system

Set up a new Agenda system

• If your PowerPoint document does not have an Agenda system, you will need to create one using the Set up Agenda feature.
• You will then be prompted to choose between two pre-set designs.
  • Light - With no subsections
  • Standard - With subsections
• We recommend using the Standard one.

• You can also apply a pre-existing Agenda system from an open presentation. If you have an automated UpSlide template, it can be helpful to start from something that already uses your branding.
• You can switch between Standard and Light presets afterwards.

By clicking Set up, UpSlide will add a secondary slide master to your PowerPoint document (see next screenshot)

Edit an existing template

You can edit an Agenda in an existing presentation but to edit your template's Agenda, be sure to access it through the UpSlide Template Management tool. If you're not sure how to access this tool, see this article.

To access the Edit Agenda, clicki on Options in the Table of Contents section of the UpSlide ribbon.

UpSlide opens a pane in which you will navigate between several windows, one for a specific part of the Agenda to edit.

Edit your Agenda

When you click on Agenda, a new part of the pane opens and a preview (2) of the current agenda loads.

There, you can:

• Edit the general settings of the Agenda slide (1)
• Edit the format of the different text boxes on the UpSlide Agenda Slide Master (3)

In the Agenda pane (1), you can: 

• Define a layout used for the Agenda slide. (1.A)
  • When you choose a layout, UpSlide will automatically update the Agenda slide layout in the UpSlide Slide Master
• Choose if you want UpSlide to display a specific Agenda title in the layout title box (1.B)
• Choose if you want UpSlide to display your Agenda slide on two columns (1.C)
• Define a numbering system for your template (1.D)
• Define which content levels need to be displayed on the Agenda slide (1.E). For this specific part, we recommend choosing “Yes, but can be deactivated”

Once you’ve defined the layout, numbering and content options, you’ll be able to edit each text box on the Agenda. (3)

There are 9 text boxes to set up. You should not delete any of them. If you want an item not to be displayed, use the Agenda options in the Agenda pane.

Text boxes to set up include:

• A workspace shape. This shape is used to set the space in which your table of contents will be displayed. The table of contents location will be constrained to the area of this shape. (3.A)
• 3 shapes for section level (index, name, page): these shapes should have the same height and be aligned by the top (3.B)
• 3 shapes for subsection level (index, name, page): these shapes should have the same height and be aligned by the top (3.C)
• 2 shapes for slide level (name, page): these shapes should have the same height and be aligned by the top (3.D)

Once you’ve edited the shapes, you can click on “Preview my changes” to see a sample result.

Edit your section dividers

Editing the section divider slide works the same way as the agenda slide.

You need to configure the layout and displayed content options, then edit the 9 shapes on the section divider layout.

Edit your subsection dividers

Editing the subsection divider slide works the same way as the agenda slide.

You need to configure the layout and displayed content options, then edit the 9 shapes on the section divider layout.

Set up Reminders and Breadcrumbs

When you click on Reminders, a new pane is displayed, and UpSlide brings you to the layout to set up.

First, you need to decide what content should be displayed and where you want the reminder to be located.

When done:

• Add a shape to the UpSlide reminders layout and format it.
• Select the shape and, in the Agenda pane, select the text variables you'd like to see in your Reminder before clicking Insert.
• Define which layouts should not have reminders nor breadcrumbs ( back covers, contacts slides, etc.)

If you'd like to know how to set up Breadcrumbs, click here.

Edit Advanced options

Advanced options allow you to:

• Change the current section or subsection format.
• Change the non-current section or subsection format.
• Add a line below section titles.
• Edit page number and section number format.
• Edit spacing between same-type objects (sections, subsection and slide titles).

Set up auto-fill for Footers

To set up your footers, see this article as fixing and setting up Footers is done the same way. 

Upload your template and share it with your team

Test the template

Whenever you add a template to the template list or edit an existing one, we strongly recommend you test it before publishing an update to your team

To test it, just open it as a new presentation from the “Templates” list and try UpSlide features on it, such as

• Inserting sections and subsections (10 sections to see how it goes)
• Adding reminders and/or breadcrumbs
• Updating the table of contents

Share the template with your team

See How to export and install a .UpSlide file – UpSlide Help & Support

General tips

Text boxes alignments

As explained in the Set up / edit your agenda part, you’ll need to edit the format, position and dimensions of each text box in the UpSlide TOC Slide Master.

To make it easy, we recommend aligning your text boxes with the logic below

• Same vertical alignments and same height for same level text boxes (i.e. section, subsection and slides)
• Same horizontal alignments and same width for same category text boxes (i.e. number, title, page number)

See an example of ideal organization in the screenshot

This alignment logic can also be applied to text boxes in section and subsection dividers.