Overview
Slide templates are the source of truth for customized presentations the reps will remix. When creating a template, Dock can reference slides from the following:
PDF
Google Slides
PowerPoint
Google Slides and PowerPoints allow placeholders for dynamic content (such as fields or sections the reps should customize per client, such as logos, objectives / challenges, etc).
Only Admins and Super Admins in Dock can edit company-wide slide deck templates.
Creating Slide Templates
Admins and content owners should upload the core decks teams will use as a starting point.
Step 1: From your homepage, navigate to Slides on the left hand side under Content
Step 2: Click the Templates sub-tab at the top of the screen
Step 3: Click Create template on the right
Step 4: Upload your slide deck
This can be from a PDF, Google Slides, PPT or an asset you've already uploaded to the Dock library.
Uploading PDFs
Step 1: Choose the PDF file from your drive
Step 2: Select and upload to Dock!
Uploading Google Slides
Step 1: Authorize the connection between Dock <> Google.
Step 2: Select the file you want to import into to Dock.
Uploading PowerPoint Slides
Step 1: Choose the PowerPoint file from your drive
Step 2: Select and upload to Dock!
Personalizing Slides with Variables
Do you want reps to customize the slides themselves? You can add in image & advanced variables to Google Slides and PowerPoints. This allows them to edit certain components.
Review the articles below for guidance:
Updating Slide Templates
You can update slide templates at any time. Depending on the file type you import, there are different recommendations:
Google Slides
Re-sync your Google Slide template in Dock so that updates made in Google reflect in Dock.
The updated content will reflect in any presentations the reps have created, with some exceptions:
Slides with variables will not update.
The rep can change the order of the slides. Updates made to the slides will not revert/adjust that order.
Adding net-new slides to a presentation will not reflect in active in-flight presentations.
PowerPoint
If any Slide templates have been updated in PowerPoint, you will need to remove the existing deck template in Dock and re-import the updated version.
There is no re-syncing capability between the two systems.
Existing presentations will not be impacted by old template being removed or by the new template being added.
Guide reps to pull in the new slides to old slide presentations if needed.
PDFs
Functions similarly to PowerPoint.
You will need to remove the existing PDF template in Dock and re-import the updated PDF.