New PowerPoint template to Kameleon

Points to consider

1. Layout template: What kind of master slide and layouts there are in the document? What is a color scheme of the document?

2. Meta fields: Which meta fields are used in the document? Are they displayed on the document, are they transferred to SharePoint?

3. Document's content: Are there a ready-made slides in the presentation?

Note. Layout template is not necessary in PowerPoint. However, if you want to convert presentation to use new layouts, there has to be layout template.

Example

Layout template

We want to create a template for companys’s presentation. The advertising agency has sent an example file in which the slide master and custom layouts are ready to use.

It is possible that the advertising agency just sends slides that have not been created with the appropriate slide master. In this case the slide master and custom layouts has to be created first and just after that they can be transferred to Kameleon portal.

Read about slide master (Microsoft’s PowerPoint Help & Training site)

Presentation slides	Slide master and custom layouts

Meta fields

If you need new meta fields, begin by creating them. We need to use them later in the layout template and / or document content.

1. Create a new metagroup for author fields and combined metafield department_and_name. Use it in Power Point presentation’s footer.

   

Layout template

Create a new layout template in the Portal’s layout templates

1. Delete possible ready-made slides

2. Save the presentation as template

3. Drag it to the Layout templates in the portal

4. If you need to add some metafields to the template, open it with content tool

5. Download the saved layout template, you will need it when creating document’s content file.

Document’s content

Create Document’s content.

1. Create a presentation of the layout template that you saved by double clicking it.

2. If you want that there are some ready-made slides in the presentation, add them

3. Save the presentation and give it a suitable name

4. Drag it to the portal.

5. Create document’s definitions (more info in Create/Update document panel)

   1. General

      

   2. Layout
      

      

   3. Metafields
      Select which metafields are shown in the document
      

      

Test your document template

Now your document template is ready for testing.

1. Check that your Kameleon is in test mode (New document can be seen only in test mode before it has been published)

2. Select document

3. Fill meta data information

4. Create document

5. Correct layout template, metafields, content or definitions if needed.

Publish your document template

If everything is ok, publish your document.