Applications Administration Guide > Presentations > Modifying Presentation Structure and Adding Content (End User) >

Adding Components to a Presentation


Components are the slides that make up presentations. Components can be added to sections from the Presentation Library, the Siebel Encyclopedia, or from another location, such as a local hard drive. More than one component can be added to a section.

The Presentation Library offers a hierarchical structure that administrators can use when designing literature components that can be associated with a presentation. Using the Presentation Library, end users can navigate to a section or subsection and select the component file associated with the section.

To add a component to a presentation

  1. Navigate to the Opportunities screen > Opportunities List view.
  2. Drill down on the opportunity associated with the presentation.
  3. Click the Presentations view tab, and in the Presentations list, drill down on the hyperlink in the Name field of the presentation you want to edit.
  4. In the Presentations Table of Contents explorer, click the plus sign (+) next to the presentation you want to change.

    The Sections folder appears.

  5. Click the plus sign (+) next to the Sections folder.

    Each section associated with the presentation appears in the Sections list.

  6. Click the plus sign (+) next to the section to which you want to add a component.
  7. In the Sections list, click Library.

    The Presentation Library view appears.

  8. In the Presentation Library explorer, click the plus sign (+) for Presentation Library.
    1. Click the plus sign (+) next to the Sections folder.
    2. Click the plus sign (+) next to the section where the presentation is located.
    3. Click the plus sign (+) next to the Components folder.

      The list of components for that section appears.

  9. In the Components list, select the component and then click Add Components.

    The component file is added to the Components folder located in the section you selected.

To add a Siebel Encyclopedia component

  1. Navigate to the Opportunities screen > Opportunities List view.
  2. Drill down on the opportunity associated with the presentation.
  3. Click the Presentations view tab, and in the Presentations list, drill down on the hyperlink in the Name field of the presentation you want to edit.
  4. In the Presentation Table of Contents explorer, click the plus sign (+) next to the presentation.
    1. Click the plus sign (+) next to the Sections folder.
    2. Click the plus sign (+) next to the section where you want to add a new file from the Encyclopedia.
    3. Click the plus sign (+) next to the Components folder.
  5. In the Components list, click New.
  6. In the Add Sales Tools dialog box, select each record you want to add and then click Add.

    NOTE:  Only PPT files can be added as components directly into a template section.

To add a component from another location

  1. Navigate to the Opportunities screen > Opportunities List view.
  2. Drill down on the opportunity associated with the presentation.
  3. Click the Presentations view tab, and in the Presentations list, drill down on the hyperlink in the Name field of the presentation you want to edit.
  4. In the Presentation Table of Contents explorer, click the plus sign (+) next to the presentation.
    1. Click the plus sign (+) next to the Sections folder.
    2. Click the plus sign (+) next to the next to the section where you want to add a new file.
    3. Click the plus sign (+) next to the Components folder.
  5. In the Components list, click New.
  6. In the Add Sales Tools dialog box, click New.
  7. In the Components list, enter a name and sequence for the file, and then click the select button in the File Name field to attach the file.
  8. Attach the file using the Add Attachment dialog box.
Applications Administration Guide