Personalising the content for your practice

Last updated 29 November, 2023

As a practice admin, there are a number of ways you can make our off-the-shelf content your own, each described in detail below:

• Set up your practice branding

• Customise your welcome slide and colour palette

• Customise the wording

• Customise the images

• Customise the insurance quiz

• Add your own slides

Set up your practice branding

You can set up your practice branding in HQ, where you can set your practice logo and the brand colour used throughout the content and on the first screen your clients see when they go to view a shared preso.

Customise your welcome slide and colour palette

The welcome slide is what we call the first slide in the deck, or “front cover”. The data about you and your client all comes through automatically, but you can change the background image to one that’s on brand for your practice. You can also set the default title for the document (“Portfolio Review” by default), and choose a colour palette that’s used throughout the deck for visually separating entities, asset classes and chart elements.

When you open the welcome slide in PresoManager those 3 items will be editable:

Open

Edit the colour palette

1. Choose a palette from the drop-down menu.

2. Navigate through some of the other slides to see that palette in use.

3. Either return to the welcome slide to choose another palette or continue making other edits as below.

Set the default document title

1. Click in the text box below the date (this will say “Portfolio Review” by default but may have been changed to something else if you are part of a dealer group).

2. Edit the title to whatever you want the default to be for everyone in your practice.

3. Continue making other edits to the slide.

Replace the background image

1. Click on the image once to bring up the image menu:

   Open

   

    

2. Click the 3-dot icon:

3. Click Remove

4. Click anywhere on the image box once. This will open your computer’s file chooser.

5. Find the image file on your computer and click to confirm.

6. Position and size your image within the image box. There are a few buttons/functions to help you make it exactly how you want:

   1. Zoom buttons to zoom your image in and out.

   2. Click and drag to position your image.

   3. From the 3-dot menu:

      1. Zoom to fit within ensures your whole image fits within the image box. Depending on the relative dimensions of your image compared to the image box, this may result in whitespace above, below or to the sides of your image.

      2. Zoom to entirely cover ensures the whole image box is covered by your image. Depending on the relative dimensions of your image compared to the image box, this may result in your image being cropped to fit.

      3. Rotate right and Rotate left turn your image 90° in either direction.

7. Continue making other edits to the slide.

When you’ve finished making your edits to the welcome slide, click Done.

Customise the wording

You can edit/replace most of the text on every slide, to set the defaults for everyone in your practice. You can do that in PresoManager, safe in the knowledge that the whole team will be using your latest version as soon as it’s published.

Customise the images

There aren’t many images in the deck but the ones that are there are all customisable. Again, you can use PresoManager to replace them with whatever you like to make the deck more yours.

Customise the insurance quiz

One of our most popular slides is the insurance quiz that helps to educate and engage your clients, all while collecting an audit log of the time they spend with it. But the whole quiz is customisable. You can change the question text, multi-choice answers, the text for when they get it right, the text for when they get it wrong, the images that go along with all of those—and even the videos that explain the types of insurance!

1. Go to PresoManager and click on the thumbnail for the quiz (“Test your understanding”):
   
   

   (The image on the right of the thumbnail may look different to you—everything is customisable!)
   
   

2. The slide will open in edit mode:
   
   

    

3. Click any of the text or images you see to edit as per normal PresoManager edits.

4. But you’ll notice extra buttons appear in edit mode that allow you to work your way through the questions, the summary at the end of the quiz, the multi-choice answers, text for correct, text for incorrect and the video for each question. Just click on each one to show its content and then click to edit any of it as usual.

5. When you’re finished with the whole slide, click Done.

6. Make any other changes you want across the deck and don’t forget to click Publish.

Add your own slides

We’ve provided a bunch of Xplan-integrated slides out of the box, but there’s no reason you can’t make your own non-data-driven slides. In fact, you can make as many as you like from our templates in PresoManager, with different layouts of text, images and videos. And, if you can’t find a template you like, you can always suggest a new one.

Related articles

Using HQ to administer your users/practice
Using PresoManager to add/edit content
Editing text, images and videos