AgileApps Support Wiki Pre Release

Difference between revisions of "Create a PowerPoint Document Template"

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imported>Aeric
(Created page with "===Creating the Template File=== On your local system, create an Excel spreadsheet document saved in <tt>.pptx</tt> format. {{Note|The <tt>.pptx</tt> file is stored in an XML for…")
 
imported>Aeric
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===Creating the Template File===
===Creating the Template File===
On your local system, create an Excel spreadsheet document saved in <tt>.pptx</tt> format.
#On your local system, create an Excel spreadsheet document.
# Add boilerplate text and place-holder images.
# Insert template variables, record-specific images, and/or charts, as explained below.
# Saved it in <tt>.pptx</tt> format.
{{Note|The <tt>.pptx</tt> file is stored in an XML format the platform can work with. A <tt>.ppt</tt> file is in a binary (numeric) format that won't work.}}
{{Note|The <tt>.pptx</tt> file is stored in an XML format the platform can work with. A <tt>.ppt</tt> file is in a binary (numeric) format that won't work.}}
===Adding Template Variables===

Revision as of 01:44, 17 February 2012

Creating the Template File

  1. On your local system, create an Excel spreadsheet document.
  2. Add boilerplate text and place-holder images.
  3. Insert template variables, record-specific images, and/or charts, as explained below.
  4. Saved it in .pptx format.

Notepad.png

Note: The .pptx file is stored in an XML format the platform can work with. A .ppt file is in a binary (numeric) format that won't work.

Adding Template Variables