Setting Up your TeamSlide Account (Download, Install, Launch)

Setting up regular boards

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...

Setting up templates boards

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...

Setting up external images boards

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...

Boards feature

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...

Slide Library Analytics in TeamSlide

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...

How to Use Metadata in SharePoint

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...

Get Started with Libraries

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....

Create a Collection to Insert Slides Together

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,...

Manually Upload Content to TeamSlide

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...

How to Change a Replication Folder Path

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...

Setting up your TeamSlide account

After an account has been created for you by an administrator, you will receive a ‘Welcome to TeamSlide’ email detailing the steps you’ll need to take to start using TeamSlide. If you did not receive this email, please check your spam folder. Send us a message if you did not receive the email. The email will provide steps to help you:

Set your password – The email will contain a link (unique to your account) to set your password.

Download the TeamSlide PowerPoint add-in – Click the link in the email to open the installation package.

Login to TeamSlide – Launch TeamSlide within PowerPoint to login.

Download, install, and launch TeamSlide

For Windows users

Close PowerPoint completely.

In the welcome email, you’ll find a link to download TeamSlide for Windows. If you can’t access the email, you can find the download link by logging into the TeamSlide Web Portal and navigating to the Support page.

After the package downloads, click on the file (if it doesn’t start automatically) to begin the installation process.

The installation steps will be straightforward.

Open PowerPoint – Allow TeamSlide access if prompted.

Under the Insert ribbon, you’ll find the TeamSlide icon. Click to launch TeamSlide and a TeamSlide pane will open. If prompted, sign in. If your team has a single sign-on, you won’t need to sign in.

For Mac users

Close PowerPoint completely.

In the welcome email, you’ll find a link to download TeamSlide for Mac. If you can’t access the email, you can find the download link on the TeamSlide Web Portal Support page.

After the package downloads, double-click on the file to start the installation process.

Follow the installation steps. On the 3rd step of the installation, Installation type, click the button Change Install Location. Although it is already highlighted, CLICK Install for me only and continue to follow the prompts.

5. Open PowerPoint – Allow TeamSlide access if prompted.

6. Open TeamSlide. You may see TeamSlide appear in the menu bar of PowerPoint next to ‘Acrobat’. After opening TeamSlide, a separate pane will open prompting you to log in.

Learning resources

Our YouTube channel has a variety of videos to help you learn “How to” as well as educational tips to help you create better presentations.

Resource Hub articles