Siebel Correspondence, Proposals, and Presentations Guide > Presentations >

Adding Components to Presentation Template Sections

After you define the structure of the presentation, you must specify the location of the component slides that make up the bulk of the presentation.

For sections that extract data from a Siebel database (such as a Chart section), you specify all the information necessary to generate the appropriate contents. However, the component slides that you create earlier in Microsoft PowerPoint are not part of the presentation until you add them to the appropriate sections.

NOTE:  You can add components to any section type (not just a File section type), and a section can contain multiple components.

Component files can be PPT or DOC, TXT, or RTF files. When they are not PPT files, Siebel Presentations creates a slide (with the template background), and imports the text into the slide. Microsoft PowerPoint inserts the TXT and DOC files according to how you format the documents. For example, Microsoft PowerPoint inserts TXT or DOC paragraphs in the slide as paragraphs, but if the file contains TXT or DOC indented or bulleted paragraphs, Microsoft PowerPoint attempts to create a slide for each bullet point, or one slide for all bullet points, depending on the formatting and carriage returns in the document.

To make sure that TXT or DOC files are inserted correctly in the Microsoft PowerPoint presentation, open the text or Microsoft PowerPoint file in Microsoft PowerPoint and verify that the format is correct. The format you see when you open the file in Microsoft PowerPoint is the same format used in the presentation.

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

To add a component to a presentation template section

1. Navigate to the Administration - Document screen, then the Presentation Templates view.
2. Navigate to the Components list by completing the following steps:
   1. In the Templates explorer, click the plus sign (+) next to the template name folder.
   2. Click the plus sign (+) next to the Sections folder under the template name folder.
   3. Click the plus sign (+) next to the section name folder under the Sections folder.
   4. Click the plus sign (+) next to the Components folder under the section name folder.
3. In the Components list, create a new record.
4. In the Add Sales Tools dialog box, select the component you want to add, and click Add.
5. If the component does not appear in the Add Sales Tools dialog box, click New, and complete the fields described in the following table.

   Field	Comments
   Name	Type a name for the component.
   Sequence	Type a number to indicate the order in which the component appears in the section.
   Attachment Name	Select the file for the component.
   Condition	Type a condition. The component appears only when the condition is TRUE.