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titleCreating and editing prep-only slides

You can make as many prep-only slides as you like and publish to everyone instantly.See Using PresoManager to add/edit content for instructions on how to make prep-only slides for your group, site or practice

  1. From PresoManager, drag and drop any template to where you want your special slide (just like you would to create your own normal slide).

  2. Click the notes button image-20241028-055122.pngImage Added to open the right-hand drawer (the same place you can enter notes):

    image-20241028-061400.pngImage Added

  3. Click in the Find tags field and choose prep-only.

  4. Input whatever content you want into the slide as normal.

  5. Click Done and then Publish when you've made all your changes.

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titleAccessing prep-only slides

Every adviser and paraplanner in your group or practice will see all prep-only slides in prep mode for every preso they make—to remind them of whatever instructions you’re imparting.

However, they never have to remember to turn them off or delete the internal notes, as LivePreso will turn it off automatically when the preso is being presented to or shared with your clients.

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