Last updated 28 November, 2023
Personal presets are available to all users
Company presets are only available to users with the Presets manager role
The slide sorter lets you choose which slides to include, and to reorder them to make the perfect preso for a given situation.
If you think you’ll want to use this set and order of slides regularly, you can create what we call a preset to make it even quicker and easier next time.
From the slide sorter:
Once you’ve organised your slides the way you want, click Save.
Click Create preset.
A box will pop up:
Give your preset a name.
If you are a practice admin you will be able to choose Who can use this preset—either just you or Everyone in your practice. If you’re not an admin this choice will be set to Just me.
Click Save.
Your new preset will now be available on the Create preso screen the next time you (or Everyone in your practice) make a preso.