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Slide Templates

How Admins create and edit slide templates

Updated yesterday

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:

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. This will update the content in any presentations the reps have created, with some exceptions:

  • Slides with dynamic variables the reps have adjusted 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.

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