In this walk-through, you’ll learn how to create a Regular Board in the TeamSlide Web Portal. Before setting up a board, make sure to read through our resource article about Boards. What are Regular boards? Regular boards use a search-focused interface best suited...
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In this walk-through, you’ll learn how to create a Templates Board in your content management system and the TeamSlide Web Portal. Before setting up a Board, make sure to read through our informational article about Boards. What are Templates boards? Templates...
In this walk-through, you’ll learn how to create an External Images Board in the TeamSlide Web Portal. Before setting up a board, make sure to read through our resource article about Boards. What are External Images boards? The External Images board can be used to...
What are boards? Boards allow organizations to separate their content into separate tabs or boards in the TeamSlide add-in. This provides distinct spaces to access content that may serve different purposes. Further, we can implement different interfaces that are...
TeamSlide’s analytics capabilities provide valuable insights into your slide management process. From measuring user adoption, examining common search terms, or determining your most used slides, our reporting feature...
Using metadata in SharePoint is an effective way to keep your content organized and accessible by your team. In this article, we discuss what metadata is, why you should use it, and provide tangible examples and best practices. In addition, we’ll provide specific...
Creating a Library What are TeamSlide libraries? A library is a container for content (slides, images, videos) that primarily defines its access rights. Additionally, a library can be used in TeamSlide to filter search results and modify search relevancy. 1....
At times, you may want to group slides so that they will be inserted into your presentation together. Examples include legal slides or mini-stories that require a few slides to communicate like a company introduction or product screenshots. To address this use case,...
If connecting to a content management system is not an option, you may decide to manually upload content to TeamSlide. In this article, we'll describe how you can do this in the TeamSlide Web Portal. Login to the TeamSlide Web Portal.In the main menu, click Batch...
Once you've established a replication task, making specific folders searchable in TeamSlide, you may find that the folder path has changed. Let's walk through how to edit the folder path so that TeamSlide can reconnect to your content. Log into your TeamSlide Web...
When you run a search, TeamSlide processes your request and identifies all of the content that best matches your search terms based on its full-text index. It searches all text, notes, and configured metadata on your sildes. TeamSlide ranks these search results by relevance to best match what you are looking for.
(1) Browse content
Setting up properties in TeamSlide allows you to add metadata to your PowerPoint slides, images, and video content. If you already have metadata in your content management system (CMS), such as SharePoint or Box, TeamSlide can import and keep them synced. After configuring these properties, you’ll be able to use them to filter search results and/or browse content.
See some typical ‘Browse by’ examples below:
Example 1: Browse by tags
Browse your content based on tags assigned to them:
Example 2: Browse by industry
While you can set up any property, our customers commonly use a list of industries
Within the browse by view, you’ll notice two icons on the right side. These icons give you the ability to (A) Sort alphabetically and (B) Sort by number of elements.
(2) Filter results
After searching in the TeamSlide pane, you’ll notice a ‘Filter’ option appear. Click on ‘Filter’ to view additional filtering options. You can select properties to filter by (i.e., tags, types, date modified)
(3) See details/view information
After searching in the TeamSlide pane, hover over a search result until the ‘i’ icon appears.
Click the ‘i’ to view additional information about the content, such as metadata and a larger preview. In the information view, you’ll have options to insert the slide (with or without original master), mark the slide as a favorite, attach the slide to an email, and view even more details. In the new UI, the information view overlays on top of the search result for easier focus (as opposed to inline with the search results).
(4) Access features
Our features are now cleanly tucked away in the hamburger menu, leaving them easily accessible throughout searches. Click the hamburger menu to view a list of options:
TeamSlide automatically identifies stale slides, alerts you that the slide is out-of-date, and allows you to update it with a click.
(7) Responsive design
TeamSlide’s new design is responsive and adjusts to the pane width. By expanding the TeamSlide pane within PowerPoint, the slides shown in the search results automatically rearrange to fit in the pane. Further, the design of different functions, including filtering and browsing, shifts to maximize the available space.
For example, when the ‘Filter’ is open, expand the pane to see a 2-column format with the filter options to the left of the search results.
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