Siebel Correspondence, Proposals, and Presentations Guide > Presentations >

Creating the Presentation Library

Administrators create and maintain a Presentation Library that consists of slides that sales representatives can add to the presentations.

Slides in the Presentation Library are different from the other component slides you create. Component slides are part of the presentation template, and are automatically included in presentations generated from that template. Slides in the Presentation Library are available to sales representatives as needed. Administrators can also recommend Presentation Library slides 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 button to customize the presentation. The Presentation Library enables multiple presentations created from the same template to have different content.

Administrators add the various components to 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.

This task is 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. Use Microsoft PowerPoint to enter text, graphics, and bookmarks, and then map these bookmarks to fields in your Siebel database.

NOTE:  You can include only the File section type in the Presentation Library. Include other section types only in the initial template. For more information see Defining Presentation Template Sections.

Adding Sections to the Presentation Library

Sections organize slides in the Presentation Library. For example, if some of the slides in the Presentation Library are marketing slides and others are technical slides, you can create a section for each of these slide types. Users can browse through the marketing slides and the technical slides separately. You must add at least one section to the Presentation Library. For more information about adding sections, see Defining Presentation Template Sections.

To add sections to the Presentation Library

1. Navigate to the Administration - Document screen, then the Presentation Library view.
2. Navigate to the Sections list of the Presentation Library by completing the following steps:
   1. In the Library explorer, click the arrow icon next to the Library folder if that folder is not already open.
   2. Click the arrow icon next to the Presentation Library folder under the Library folder.
   3. Click the arrow icon next to the Sections folder under the Presentation Library folder.
3. In the Sections list, add sections in the same way that you add sections to a presentation.

Adding Components to the Presentation Library

After adding sections to the Presentation Library, you add components to the sections. For more information about adding components, see Adding Components to Presentation Template Sections.

To add components to the Presentation Library

1. Navigate to the Administration - Document screen, then the Presentation Library view.
2. Navigate to the Components list of the Presentation Library by completing the following steps:
   1. In the Library explorer, click the arrow icon next to the Library folder if that folder is not already open.
   2. Click the arrow icon next to the Presentation Library folder under the Library folder.
   3. Click the arrow icon next to the Sections folder under the Presentation Library folder.
   4. Click the arrow icon next to the section name folder under the Sections folder.
   5. Click the arrow icon next to the Components folder under the section name folder.
3. In the Components list, add the components in the same way that you add components to a presentation.

Recommending Content for Presentations

Administrators can simplify the process of creating a presentation by associating recommended content with the presentation template.

To recommend content for a presentation

1. Navigate to the Administration - Document screen, then the Presentation Library view.
2. Navigate to the Components list of the Presentation Library by completing the following steps:
   1. In the Library explorer, click the arrow icon next to the Library folder if that folder is not already open.
   2. Click the arrow icon next to the Presentation Library folder under the Library folder.
   3. Click the arrow icon next to the Sections folder under the Presentation Library folder.
   4. Click the arrow icon next to the section name folder under the Sections folder.
   5. Click the arrow icon next to the Components folder under the section name folder.
3. In the Components list, select the component, and click the select button in the Recommended Template field.
4. In the Presentation Templates dialog box, select the template for which to recommend the component.

   You can recommend a component for multiple templates. For example, you might recommend a legal clause for all templates. Recommended content appears when a user edits a presentation using the Edit Layout button, and the Show Recommended Only box is selected.