Applications Administration Guide > Presentations >

Creating the Presentation Library

As a presentation administrator, you create and maintain the Presentation Library, which consists of slides that sales representatives can add to their presentations.

Slides in the Presentation Library are different from the other components you created earlier, because components are part of the presentation template, which are automatically included in presentations generated from that template. Slides in the Presentation Library are available to sales representatives only on an as-needed basis. As an administrator, you can also recommend documents to include in the templates.

After sales representatives create a default presentation automatically, they can add more slides from the Presentation Library or use the Edit Layout command to customize the presentation. The Presentation Library allows multiple presentations created from the same template to have different contents.

As an administrator, you place the various components in the Presentation Library and maintain the information. When the sales representatives need additional slides to add to a presentation, they review the Presentation Library, select the component they want to insert, and automatically insert it into the presentation.

The sales force cannot update the information in the Presentation Library. The only sections and components available to sales representatives are those you provide for them.

To prepare the Presentation Library, you must:

• Create Microsoft PowerPoint files for the Presentation Library.
• Add sections for the Presentation Library.
• Add components to the Presentation Library sections.
• Recommend documents to be included in templates.

These tasks are a step in Process of Creating Presentation Templates.

Creating Presentation Files for the Presentation Library

You create presentation files for the Presentation Library in the same way that you create the presentation templates themselves. Use Microsoft PowerPoint to enter text, graphics, and bookmarks, and then map these bookmarks to fields in your Siebel database.

NOTE:  The only type of component that can be included in the Presentation Library is the File section type. Other section types (Charts, Reports, and so on) can be included only in the initial template.

Adding Sections to the Presentation Library

Sections are used to organize slides in the Presentation Library. For example, if some of the slides in the Presentation Library are marketing pieces and others are technical, you may want to create a section for each of these. Then the users will be able to browse through the marketing pieces and through the technical pieces separately. You must add at least one section to the Presentation Library. For more information about creating presentation sections, see Defining Presentation Template Sections.

To add sections to the Document Library

1. Navigate to the Administration - Document screen > Presentation Library view.
2. In the Library Explorer, in the left frame, click the plus sign (+) of Presentation Library.

   The Sections folder appears under the Library.

3. Add the sections to this folder as needed.

Adding Components to the Presentation Library

After adding sections to the presentation library, you add components to them.

For more information about adding presentation components, see Adding Components to Presentation Template Sections.

To add components to the Presentation Library

1. Navigate to the Administration - Document screen > Presentation Library view.
2. Use the Library Explorer to navigate to the section to which you want to add a component.
3. Add the component to the library just as you would add a component to a presentation.

Recommending Content for a Presentation

As the administrator, you can simplify the process of creating a quick presentation by associating recommended content with the presentation template.

To associate recommended content with a presentation

1. Navigate to the Administration - Document screen > Presentation Library view.
2. Use the Library Explorer to navigate to the section to which you want to add recommended content.
3. Open the selected section folder.
4. Click on the plus sign (+) of the Components folder.
5. Select a component.
6. In the Components record, click in the Recommended Template field.
7. Add a Recommended Template to the Component record. You can recommend a component to one template or to many templates. For example, a legal clause might be required in all templates.
8. Repeat Step 5, Step 6, and Step 7 for each component that needs recommended content.

   NOTE:  Recommended templates are displayed when a presentation is edited using the Edit Layout command and the Show Recommended Only box is selected.