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
- Navigate to the Opportunities screen > Opportunities List view.
- Drill down on the opportunity associated with the presentation.
- 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.
- In the Presentations Table of Contents explorer, click the plus sign (+) next to the presentation you want to change.
The Sections folder appears.
- Click the plus sign (+) next to the Sections folder.
Each section associated with the presentation appears in the Sections list.
- Click the plus sign (+) next to the section to which you want to add a component.
- In the Sections list, click Library.
The Presentation Library view appears.
- In the Presentation Library explorer, click the plus sign (+) for Presentation Library.
- Click the plus sign (+) next to the Sections folder.
- Click the plus sign (+) next to the section where the presentation is located.
- Click the plus sign (+) next to the Components folder.
The list of components for that section appears.
- 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
- Navigate to the Opportunities screen > Opportunities List view.
- Drill down on the opportunity associated with the presentation.
- 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.
- In the Presentation Table of Contents explorer, click the plus sign (+) next to the presentation.
- Click the plus sign (+) next to the Sections folder.
- Click the plus sign (+) next to the section where you want to add a new file from the Encyclopedia.
- Click the plus sign (+) next to the Components folder.
- In the Components list, click New.
- 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
- Navigate to the Opportunities screen > Opportunities List view.
- Drill down on the opportunity associated with the presentation.
- 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.
- In the Presentation Table of Contents explorer, click the plus sign (+) next to the presentation.
- Click the plus sign (+) next to the Sections folder.
- Click the plus sign (+) next to the next to the section where you want to add a new file.
- Click the plus sign (+) next to the Components folder.
- In the Components list, click New.
- In the Add Sales Tools dialog box, click New.
- 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.
- Attach the file using the Add Attachment dialog box.
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