As an administrator, you can edit the Table of Contents and Section Dividers of your available UpSlide templates. The article below details the prerequisites, the steps to follow and presents some tips to help you edit this part of the Templates.
Disclaimer: this article refers to a preview feature that can be activated by administrators. To activate the Preview Mode
- Use the Ctrl+Shift+X shortcut
- Go to Tools
- Click on Preview Mode
- Click on Enable Preview
Prerequisites
License
To access the Edit Table of Contents interface, you’ll need an administrator extension.
PowerPoint Template
Slide Master - General
If you start building a template from scratch, we recommend you to set it up with default size, fonts, colors, etc…
Here is content from Microsoft that can help you What is a slide master? - Microsoft Support.
Slide Master – Dedicated Layouts
To customize the Table of Contents and the Section and Subsection dividers, you need dedicated layouts 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 / edit your automated Agenda system
Access the Edit Agenda interface
Case 1: Building 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
- Standard
- We recommend using the Standard one
- You can also apply an 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 will be able to switch between Standard and Light presets afterwards
- By hitting Set up, UpSlide will add a secondary slide master to your PowerPoint document (see next screenshot)
Case 2: Edit an existing Agenda system
To edit an existing Agenda system, you'll have to access the UpSlide template through the UpSlide Template Management tool (see this article PPT: Editing and managing templates (slide masters) – UpSlide Help & Support).
General presentation of the interface
Access the Edit Agenda system by clicking 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 set up / edit.
The remaining section of this article will cover each part of the Agenda pane in greater detail.
Set up / edit your agenda
When you click on Agenda, a new part of the pane opens and a preview of the current agenda loads.
Then 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 need to
- Define a layout for the Agenda slide à UpSlide will use this layout to insert the agenda slide in your PowerPoint document (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 to always choose “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 only need to edit it and should not delete it. 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 shapes 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. This is the first shape to set up (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.
Set up / edit your section dividers
The setup of your section divider slide works exactly the same way as for 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 / edit your subsection dividers
The setup of your subsection divider slide works exactly the same way as for 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
When you click on “Reminders”, a new pane is displayed and UpSlide brings you to the layout to set up.
You need to:
- Think about what you want to remind and where you want ithe reminder to be located
- Add a shape on the UpSlide reminders layout and format it
- Enter the shape and insert text variables from the pane
- Define which layouts should not have reminders (mainly back covers, contacts slides, …)
When it comes to text variables, please see below one that works in 99% of the cases:
<%SUBSECNUMELSESECNUM%><%DOTIFSUBSECORSECNUM%><%SPACEIFSUBSECORSECNUM%><%SUBSECNAMEELSESECNAME%>
Set up breadcrumbs
See PPT Breadcrumbs: Create and customize for a deck – UpSlide Help & Support
Advanced options
Advanced options contains a list of edit options 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
See My footers don't update anymore – UpSlide Help & Support
Upload your template and share it to your team
Upload your template to the Templates list
See PPT: Editing and managing templates (slide masters) – UpSlide Help & Support
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.