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Administrator guide
Excel, Word and other automation
Excel: Manage Smart Format themes
Word: Template management
Initially setting up UpSlide
What is a template? What is a slide? What is a Library item?
UpSlide Neutral
Library and content management
Manage structure and content
Add and manage Library tags
Notify changes to users and get suggestions
Linked slides
Locked slides
Pre-linked Library content to automate regular reporting
Dynamic Library - Tombstone/Bio: Update content
Dynamic Library - Tombstone/Bio: Troubleshoot errors
How to create custom actions for your AI Assistant
Prepare your library for MCP
Outlook signature
Setting the signatures for the company
How to insert images in your Outlook Signature Manager campaigns
Using the Outlook signature add-in
PowerPoint automation
Managing and editing PowerPoint templates
Editing a Proposal Wizard
Table of Contents automation - Getting started
Table of Contents automation - Agenda
Table of Contents automation - Section
Table of Contents automation - Subsection
Table of Contents automation - Appendix
Table of Contents automation - Reminders
Table of Contents automation - Advanced Options
Table of Contents automation - Templates
Adding breadcrumbs to a template
Changing table colors and adding custom shapes to a template
Preview mode
How to activate the Preview mode
Template management
How to export and install a .UpSlide file
Upload your .UpSlide file to SharePoint
Share different content with different user groups
Tips
Ensure your team are always using the latest library content
Unlink colors from the palette