Administrator guide

Initially setting up UpSlide

• What is a template? What is a slide? What is a Library item?

Library and content management

• Manage structure and content
• Add and manage Library tags
• Notify changes to users and get suggestions
• Intra-Library linked slides
• Pre-linked Library content to automate regular reporting
• Dynamic Library - Tombstone/Bio: Update content

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PowerPoint automation

• Flexibility of automated table of contents in PowerPoint
• Edit and manage templates - Slide Master
• PPT Breadcrumbs: Create and customize for a deck
• Edit a Proposal Wizard
• Create and deploy text and table styles

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 teams

Outlook signature

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

Preview mode

• PPT: Edit Table of Contents and Dividers

Tips

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