Create Presentations

 

Introduction to Presentation Creator

To cater to the specific needs of individual customers, it may not always be optimal to present existing documents as is. That’s where Presentation Creator comes in. It enables you to create and tailor presentations to perfectly align with your customers’ unique requirements.

Showell provides a built-in Presentation Creator tool that allows you to gather the most relevant materials such as documents, individual pages, images, videos, and more, to create a one-of-a-kind presentation tailored to your customers. Presentations can be created or placed anywhere in the Workspace and are easily managed from the Presentations tab in the side menu. You can add, edit, or remove content at any time, including files from My Files, and adjust access privileges to allow other users to view or edit your presentations.

Want to take your presentation to the next level of customization? Enhance it by incorporating your company's unique design using the Slide Designer feature.

 

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Create a Presentation

Step 1 - Presentations can be created where you want

Option A: From the Presentations tab in the side menu

• Click '+ New presentation' button in the top right corner

Option B: From My Files, or any location in the Workspace (as an Admin or with edit privileges)

• Open 'Edit'-mode > Click '+ Add' button in the top right corner > 'Add presentation'

Option C: By collecting content first and creating a presentation from your selection

• Once you've collected the files, click 'Collected' in the Top Menu

• Save the presentation by tapping 'save as presentation' and providing it a name

 

Step 2 - Creating the Presentation

 

1. Change the title of your presentation by clicking the pencil icon next to 'New presentation'
2. Click '+ Add'. This will open the File Browser window. You can choose any contents or individual pages from multi-page documents to include in your presentation.
3. Once the contents are added, you can also:
   • Change the files order:
     • long-press a slide and then drag and drop in the right spot (activated blue line)
     • Select multiple slides by checking their checkboxes, and then drag and drop all slides at once in the right spot (activated blue line)
     • Click the '3 dots' of a slide and choose one of the "moving" options
   • Remove individual slides: Click the 3 dots on the file you wish to remove > Select Remove. Or multi-select slides and click 'Remove' at the bottom of your screen.
4. Click 'Done' to save your presentation

 

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Manage Presentations

After you have finished creating a presentation, you will have a variety of options available to present, edit, collaborate, or share it.

1. New Presentation

Use the '+ New presentation' button to create a new presentation as seen above in Step 1: Option A.

2. Search and Filter

Quickly find a Presentation utilizing the 'Search' option

The Filter allows you to find presentations based on Ownership (See point 5)

3. Swap between List and Grid view

You have the flexibility to choose a layout that suits your preferences. Easily switch between List, Compact grid, or Large grid layout options for your presentations.

4. Open your Presentation

To begin presenting your presentation to your customers, simply click on the title, row, or thumbnail of the presentation.

5. Owner

By default, any presentation you create is owned by you and will appear in your list.

You will also see presentations in this list when access privileges have been granted to you. This typically happens when:

• Another user shares a presentation with you, or

• An Admin creates a presentation directly in the workspace within a folder you have access to.

You can narrow down the presentations shown by using the Owner filter (see point 2).

If needed, you can transfer ownership of a presentation to another user. For more details on access rights and ownership transfer, see "Collaborate with Presentations".

6. Location

This shows the location of the presentation.

All presentations you create are saved under Presentations. If you have access to a presentation within the Workspace, the Location field will display the folder name.

In some cases, the location may appear as Empty. This happens when another user has created the presentation in their My Files and shared it with you. Since their My Files is private to you, no workspace folder location can be displayed.

7. Edit the presentation + Quick options

Edit Button: From here, you are able to edit your entire Presentation as explained in Step 2 of 'Create a Presentation'.

• Note: If you want to edit a presentation that is located in the Workspace, Go to 'Edit'-mode, click its '3 dots' menu and select 'Edit presentation'.

'3 dots' Button: Access quick options:

• Share the presentation
• Add to Collected
• Download as PDF
• Rename the presentation
• 'Copy to ...': Create a copy of the presentation in any location where you have Edit access. The original and the copy will both appear in your Presentations list, each with its own Location (see point 6).
• 'Move to ...': Move the presentation to any location where you have Edit access. The presentation stays in your Presentations list, and the Location is updated (see point 6).
• Duplicate: Create a copy of the presentation that you can rename. This is useful when presenting the same content to multiple customers while tailoring it for each one.
• Edit access: Manage collaboration settings. See 'Collaborate with Presentations'
• Remove the presentation

8. Manage the presentation

Properties Button: Manage the properties of the presentation:

• Change its basic info such as Name, Description, Languages and keywords
• Decide if the presentation should be kept on device and if it is shareable
• Manage Access and Privileges. See 'Collaborate with Presentations'
• Change its Thumbnail
• Change Filename (link) and decide if it should be Hidden
• View its Metadata
• Remove the Presentation

 

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Collaborate with Presentations

Every presentation you create is owned by you by default. As the owner, you decide who can access the presentation and whether others can view or edit it.

Admins have additional flexibility: they can place presentations anywhere in the Workspace and define exactly which users or groups are allowed to view or edit them.

Example use cases

• Marketing creates ready-to-use presentations
  As an Admin in the Marketing team, you can create presentations centrally and place them directly in the Workspace, or create them under the Presentations tab and move them to the correct folder once finished. This reduces workload for Sales and ensures they always have tailored, up-to-date presentations readily available.

• Marketing prepares customer-specific presentations for Sales
  When Sales is busy in the field, Marketing can create a personalized presentation for a specific customer and then transfer ownership to the salesperson. The presentation will then appear directly under the salesperson’s Presentations tab, ready to be used.

• Collaborating on a large deal
  When working on an important case with a colleague, you can share a presentation with edit privileges. This allows multiple users to collaborate on the same presentation and keep everything in one place.

How to edit presentation privileges and ownership

1. In the Showell App for Web:
   1. Navigate to 'Presentations' in the side menu and find the Presentation you want to provide with privileges
   2. Or, if the presentation is located in the Workspace itself: Open 'Edit'-Mode, navigate to the correct folder and find the presentation you would like to provide with privileges
2. Click the Presentation's 3 dots > 'Edit access' - OR - Open its Properties  > Under the section 'Access (owner, groups & users)' you can see the current owner, groups and users that have access. click 'Edit' to make changes
3. General Access: First decide on what the General Access is to this presentation:
   • View: Everyone in the Workspace can view, no mater what group they belong to.
   • Edit: Everyone in the Workspace can edit, no mater what group they belong to.
   • No Access: Nobody of the Workspace users has access. Only Administrators or selected groups (Point 4) will be able to access this folder or file.
4. Access: To grant access to a specific user and/or group, Simply type in the 'Add User or Groups' field to add the desired Users or Groups and choose its additional privileges:
   1. View: This allows them to view the presentation.
   2. Edit: This allows them to edit (or collaborate with) the presentation.
5. Owner: Use this option to assign the presentation to a different owner. This is useful when you want to hand over a presentation to another user and no longer need to manage it yourself.
6. Click 'Save' to apply the changes