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Content best practices for PowerPoint

About this article

In this article, we will explain what the best practices are when using Templafy Library for PowerPoint. 

What are the Library assets that can be used in PowerPoint? 

  • Presentations
  • Slides
  • Slides elements
  • Images

Please read our generic Libraries' best practices first!

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Presentations Library

 

 The Presentations Library is used to generate templates or presentations in PowerPoint.

 

What to keep in mind when creating presentations for Templafy

  • Ensure to collect and verify all required company templates
    Different formats (16:9 Widescreen, 4:3 Standard, etc.), different theme colors, layouts, etc. We recommend using standard formats (avoid custom formats).

  • Limit the number of formats (e.g. 16:9 Widescreen, 4:3 Standard)
    Templafy Slide Library will only display the slides that are relevant for the active presentation format.  If a user works in a 16:9 format, Templafy will only display 16:9 slides in the Slide Library to ensure correct insertion in the active presentation. If you use multiple presentation formats in Presentations Library, you will need to support the same number of formats for the Slides Library.

  • Base all pre-made presentations on your company templates

 

What kind of assets should the Presentations Library contain?

  • Templates/Blank presentations: allow users to start a presentation from scratch.
    The Slide Master will give formatting and branding guidelines to users. The Slide Master should contain a limited number of layouts. Slides should use the same Slide Master layouts as the templates.

  • Corporate presentations: a set of presentations that are often used in your company.
    Examples: company presentation, product introduction, onboarding/training presentations, etc.

When uploading to Templafy, is it recommended to give a friendly name to the presentations so it is easily understandable by the end-user. Tip: you can add more details about the presentation in the Description field ("Internal presentation", etc.).

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Slides Library

 

The Slides Library is used to insert slides in the current presentation. 

 

What to keep in mind when creating slides for Templafy

  • Always use one of the finalized templates that are uploaded in the Presentation Library
    Templafy Library uses the "Use Destination Theme" default setting from PowerPoint upon insertion, which could result in slides being reformatted or new layouts being created if the slide is based on a different template than the active presentation. The Slide Masters of the presentation and slide need to match.
 
  • If the main presentations in the Presentations Library are using Dynamics, remember to remove the unnecessary dynamics from the template prior to using it as a basis for the slides Library.
  • Upload the slides in all formats that are in use in your Presentation Library (4:3, 16:9, etc.)
    Templafy Slide Library will only display the slides that are relevant for the active presentation format.  If a user works in a 16:9 format, Templafy will only display 16:9 slides in the Slide Library to ensure correct insertion in the active presentation. 

 

What kind of assets should the Slides library contain?

  • General/Additional layouts: text columns, tables, placeholders, etc. 

  • Specific slides:
    • Corporate: “about us”, “values/missions”, company facts, etc.
    • Sales: product features, subscription terms, etc.
    • HR: training and onboarding presentations, etc.
    • Marketing & Comms: posters, social media plans, market plan, etc.
    • Legal: NDA components, etc.
    • Finance: quarterly results reporting, budget, etc.

When uploading to Templafy, it is recommended to tag the deck and slides accordingly, to enhance results for the end-user when using the search.

 

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Slide elements Library

 

A slide element is a shape, or a group of shapes, on a slide, that is inserted from the Slide elements Library onto a slide in the active presentation. 

 

What to keep in mind when creating slide elements for Templafy

  • Always use one of the finalized templates that are uploaded in the Presentation Library
    Templafy Library uses the "Use Destination Theme" default setting from PowerPoint upon insertion, which could result in slide elements changing color when inserted if the slide elements are based on a different template than the active presentation. 
  • Split your slide elements into individual slides
    Slide Elements are uploaded as .pptx format on individual slides to allow users to choose which slide elements they want to insert.

  • Resize the slide size of your slide elements presentation to ensure that previews are larger
    This can be done in PowerPoint > Design tab > Slide Size > Custom Slide Size > Select "Maximize" - Be careful, logos/layouts, and other PowerPoint elements might be distorted during the conversion.

 

What kind of assets should the Slide elements library contain?

  • General: corporate icons

  • Specific: graphs, tables, comments boxes, maps, shapes, etc. 

When uploading to Templafy, it is recommended to tag the deck and slide elements accordingly, to enhance the results for the end-user when using the search. 

 

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