Administrator guide

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

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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

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Excel, Word and other automation

• Excel: Manage Smart Format themes
• Word: Template management

Template management

• How to export and install a .UpSlide file
• Upload your .UpSlide file to SharePoint
• Share different content with different user groups

Outlook signature

• Setting the signatures for the company
• Using the Outlook signature add-in

Preview mode

• How to activate the Preview mode
• Export as editable table

Tips

• Ensure your team are always using the latest library content
• Unlink colors from the palette
• Specific tips when editing Excel Smart Format themes