Applications Administration Guide > Presentations >

Creating a Record for the Presentation Template

After you have created your template slides in PowerPoint, you can use Siebel Presentations to specify how they are assembled in the template.

This task is a step in Process of Creating Presentation Templates.

To create a record for the presentation template

1. Navigate to the Administration - Document screen > Presentation Templates view.
2. In the Templates list, create a new record and complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   Name	Enter a name for the template.
   Default	If you want this template to be the default presentation template, place a check mark in the Default field. When the user clicks Auto Presentation, Siebel Presentations uses the default template if there are no decision issues that match the theme of a presentation. You can only select one Opportunity Presentation default and one Account Presentation default.
   Category	Select one of the following types of templates: Opportunity Presentation. These templates are available only when you are working with Opportunities. Account Presentation. These templates are available only when you are working with Accounts.
   Mapping Name	Used to indicate the group of bookmark fields to be used with this template. You can leave this field blank for now, until you create a mapping.
   Template File Name	Attach the template file.
   Theme	If you want to associate the template with a particular decision issue, click the select button in the Theme field, and select a theme from the Pick Decision Issue dialog box. When you give your presentation template a theme, you associate it with a particular decision issue that is important for your opportunity. When a presentation theme matches the number one decision issue for the current opportunity, Siebel Presentations automatically selects the correct template when the user clicks Auto Presentation. Users can also select a theme template if they want. Because accounts do not relate to decision issues, the Theme field is not applicable for Account Presentation templates. It only applies to Opportunity Presentation templates.
   Description	Enter a description of the template.
   Language	The language in which the template was written.
   Locale	Only the templates specific to this locale will be shown.