Last updated
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12 March,
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2024
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Available to all users with access to the |
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Your practice admin can set your brand colour in HQ. In the screenshot example above, the light blue used in the header and table heading is the brand colour.
Your practice admin can set your practice’s colour palette in PresoManager. In the screenshot example above, the pink and dark blue are 2 of the 3 colours in the chosen palette. The palette is also used throughout the deck for charts, entities and asset classes.
Your practice admin can set your practice’s default heading and introductory text for the slide in PresoManager, as well as the introductory text and tab labels on the subslide.
Prep mode editability
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You can edit the title of the slide (“Estate Planning” by default).
You can edit the introductory text on both the parent slide and subslide.
You can edit the subslide’s tab labels (“Will”, “Power of Attorney” and “Beneficiary Nomination” by default).
You can set the default filtering for the slide by using the entity dropdown.
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