How to Manage Slide Layouts

This article describes how to manage information about the slides that are used by the Document Agent to understand how they should be used during presentation creation.

1. Within the Admin Center, navigate to the AI Agents section and click on the Slide layouts tab.
2. Uploading a presentation will automatically render every available layout within the deck, showing a preview, name and usage, and number of elements within it.
3. Templafy will automatically generate category tags, a name, and use-cases for the slide - all of which can be edited.
4. Templafy will also generate placeholders for all text, number, and image elements within a slide, all of which can be edited to change the name, content type, desired formatting (if applicable), and maximum text character count (if applicable).
   • Clicking on the placeholder within the preview window will open the element dropdown.
   • Clicking on the element dropdown will highlight the placeholder within the preview window.