Below are answers to the most typical questions that we find are frequently asked about the Presentation module.
Companyapp’s Presentation Module is not just a tool to enable you to make your own presentations, it is a publishing system that enables you to share them and make them live to an 'audience' too. We don't want this wider 'audience' to see presentations before they are finished - while they are still being created. Consequently, by default, when you create a new presentation, it is just a draft that no one can see. Only when you publish it, is it visible to your 'audience'.
Also, once you have published a presentation, and perhaps even sent it to a client - you may wish to change it / update it. You would not want your client to see it while it is being edited. This is not a problem, as once published, the live (shared) view will stay as it is. Any edits you make will not be visible to your client - until you publish again. Finally, publishing a presentation . . .
- Makes it quicker to load on the web
- Enables the share link
- Enables the ability to send via email
Please note. We understand that some salespeople will NOT want everyone to see a presentation - they will want to keep it private. But they will still want to share it with a client via email. This is easy to do. You should still publish your presentation - but in the publishing workflow, simply choose 'keep private'.
The presentation module has many different slide layouts to help you to produce content. These same layouts can be used across a number of brand themes.
Layouts dictate what elements are used to create the slide (text, images, videos, graphics) and the positioning & arrangement of them in the design.
Themes affect which fonts, colours and logos etc are used for the various elements within the layout.
When you publish your presentation, a green tick is added to the top right-hand corner of its thumbnail, to indicate that it is published. If you then make some changes to your presentation in the edit page, when you come back to the main page, the green tick will have changed to a red tick. This is to indicate that an update has been made to the presentation and there is now a difference between the draft and the published versions.
The library filter is an overarching way of classifying official status of content, so that you know how and when it is appropriate to use it. The 3 libraries are:
My library - presentations that you have built yourself.
Shared library - presentations that have been shared with you, by a colleague.
Corporate library - 'official' presentations that have been created and signed off by the sales and marketing, or the brand team.
View is for published presentations. The view button is only active once a presentation has been published. What you see here will not change until the presentation is published again.
Preview shows you the current state of the presentation, including any edits you are working on, or have done since you last published. It will change to reflect any changes you make. The content you see is the same as in the edit page.
Edit is where you make edits to your content. N.B. Not all functionalities (such as animation) will work here.
The asset library allows you to manage your media assets more easily. You can upload your most-used, favourite images, videos etc so they are easily available, whenever you need them. In fact, you can upload them once - and use the same asset many times, in a number of different slides - no need to upload again. With images you can even have a different crop setting and shape (landscape / portrait etc) for each instance of the image.
By default, you will only see all presentations that you have been given access to. For confidentiality reasons, some users may wish to keep their content private.
By default, you can only edit presentations that you have created. If you want to edit someone else’s presentation, you will need to ask them to give you edit access. Presentations built by your corporate team, or by Companyapp, are not normally editable by users, as these are brand-controlled content, or have been built in HTML code.
The presentation module is part of the bigger Companyapp system which has a number of other content sections for news, videos, podcasts, events and training etc. There are also various subscription levels for access to this content. Only presentation subscribers will see the edit presentation pages with the ability to create and edit slides. However, other subscribers may have ‘view only’ access to the published presentation section.
PLEASE NOTE: Each client instance of the Companyapp platform is bespoke and will have a different configuration. The description above will depend on your specific set up.
There is a desktop app for PC or Mac, and a mobile app for Apple or Android, that allow you to download content for offline use, without an internet connection. Please discuss with your system admin if these platforms have been specified for your version of the system.
Presentations in Companyapp have 2 main purposes.
1. To help salespeople give live in-person presentations, either via a screen-share, or one-to-one from their laptops. In this mode, the presentation is used as a visual support tool.
2. To enable salespeople to send presentations via email, for clients (or prospects) to review in their own time, when the salesperson is not present. In this mode presentations are like web based micro-sites, but with controlled access.
Your login to the system is via your company Single Sign On (SSO). Therefore, if you have forgotten your password, this is outside the control of Companyapp support. Please contact your company’s IT Support team.