Adding Content to a PowerPoint Template
Important: Before you can add PowerPoint content to a template, you must complete at least step 1. Template Setup of the Properties Wizard (see Template Setup Step for Documents).
- Do one of the following to start editing the PowerPoint template:
- If the template is already open, click the Edit Document tab near the upper left corner or the Edit Document button at the bottom of the currently displayed Properties Wizard step.
- If the template is currently closed, click System Settings, click Content Setup, and then click Templates. Click the template title, and then click the Edit Document tab or button.
Important: Your PowerPoint editing experience depends on which integration technology your PolicyTech system is using—Office Online Module or WordModulePlus. With Office Online Module, you can edit a PowerPoint presentation directly from within the PolicyTech template, as well as upload an external PowerPoint file. With WordModulePlus (the older technology), you must do all of your PowerPoint template editing outside of PolicyTech and upload your changes to initially add or update the template contents. The instructions that follow allow you to discover which integration technology you are currently using if you don't already know.
- When you first click Edit Document, you should see something similar to the screenshot below.
- To see which PowerPoint integration technology is in use, click
to close the Upload prompt.
If you see the Edit Document button, Office Online Module is enabled. Continue with the instructions under Using Office Online Module below.
If you see the Open Document button, WordModulePlus is being used. Continue with the instructions under Using WordModulePlus below.
Using Office Online Module
- Do one of the following:
- To upload a PowerPoint file as this template's contents, click Import / Overwrite, then follow the prompts.
To use the uploaded presentation as it is for this template's contents, click Save and Close. To edit the uploaded presentation, click the Edit Document button, and then continue with step 2 below.
- To start with a new PowerPoint presentation, click the Edit Document button.
- Do one of the following:
- Click Go after Open with Microsoft Office Online to open a new presentation in PowerPoint Online.
- Click Go after Open in Office to open a new presentation in the desktop version of PowerPoint outside the PolicyTech template window.
|
Important:
- The Open in Office option will work only if you have the desktop version of PowerPoint installed on your computer.
- Always save your work in PowerPoint before closing the PolicyTech template window. Closing the PolicyTech template window ends the connection between the PowerPoint application and PolicyTech. Changes made in PowerPoint after closing the PolicyTech template window would therefore not be automatically saved back to the PolicyTech database. You would have to save the changes to a local hard drive, reopen the PolicyTech template, and then upload the presentation with the offline changes.
|
- Use any available PowerPoint features to write and format the template.
- (Optional) To return to the Properties Wizard to finish assigning properties, do one of the following:
- If you selected Open with Microsoft Office Online to open the template presentation, in the window's header, click Back to PolicyTech, and then click the Properties Wizard tab (see Assigning Document Template Properties).
- If you selected Open with Office, save the presentation and close the PowerPoint desktop application. Then, return to the PolicyTech template window, click Back to PolicyTech, click Continue, and then click the Properties Wizard tab (see Assigning Document Template Properties).
- When you're finished, click Save and Close.
Using WordModulePlus
- Click Import / Overwrite, then follow the prompts to upload a PowerPoint presentation as this template's contents.
Note: The Open Document button is for downloading a presentation that you've already uploaded.
- Do either of the following:
Screenshot...
