Create a PowerPoint Document Template

Creating the Template File

1. On your local system, create a PowerPoint presentation.
2. Add boilerplate text and fixed graphics.
3. Add place-holder images for any record images or charts you plan to add.
4. Insert template variables, record-specific images, and/or charts, as explained below.
5. Saved it in .pptx format.

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.