Creating and using presets

Last updated 14 March, 2025

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.

Warning

Only built-in slides and slides made in PresoManager can be saved to presets.

Slides you make via templates in the slide sorter cannot be saved to presets, as those slides only exist inside the specific preso where you made them.

Note

Presets save the slides you want to include and the order you want them in, not the content (text, images, videos) within the slides.

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.

Managing your presets

The instructions above explain how to make presets while making a preso with the slides you’d like to include. That’s the most typical workflow. However, you can also create and manage presets in its own section:

From the main menu:

Choose Deck Presets.
By default you’ll see any presets you’ve already made in the presets listing screen:

Note: If you only have access to one content deck (e.g., Advice Docs), it will be displayed at the top of the screen in the blue bar. If you have access to more than one deck, you’ll see a drop-down (as pictured above) letting you choose which one to use.

Note: If you have the Presets manager role you will be able to filter presets by their visibility at the top of screen in the blue bar. Visibility can be set to practice-wide, team or just me (meaning only you can see them; otherwise known as Personal Presets).

Making new presets

You can make a new preset from this screen:

If you don’t have any presets yet you will see a message stating that with a button to create a new one.
Or you can always click the button at the top-right of screen.
Either option will open a pop-up:
Enter a name for your preset. For example, “ROA no insurance” or “Insurance-only ROA”.
If you have the Preset manager role you can select the visibility for the new preset—that is, do you want everyone in your practice to have access to it, or just yourself? If you don’t have the Preset manager role you’ll always just be creating presets for yourself.
If you have access to more than one deck, select the one you want to use.
Click Continue.
You will see a screen similar to the slide sorter:
Select the slides you want to include in your preset.
- You can click the checkbox at the top-left of screen to toggle all slide on/off.
- Or just click the checkbox under each slide’s thumbnail to turn them on/off one-by-one.
When you’ve finished making your selections, click Save.
You can continue making edits to your newly saved preset, or click the close button at top-left when you’re done. This will take you back to the presets listing screen, which will now display your new preset in the list.

Editing existing presets

Click on an existing preset from the presets listing screen.
On the Edit preset screen, make your slide selections as per the instructions in the section above.
When you’ve finished making your selection changes, click Save.
You can continue making edits to your preset, or click the close button at top-left when you’re done.

Renaming a preset

Click on an existing preset from the presets listing screen.
On the Edit preset screen, rename the preset in the field at the top-left of screen.
Click Save.
Click the close button at top-left when you’re done.

Making a new preset from an existing one

If you want to make a new preset that’s very similar to an existing one, instead of starting from scratch you can use the existing one as your starting point:

Click on the existing preset from the presets listing screen.
On the Edit preset screen, make your slide selection changes as per the instructions in the sections above.
When you’ve finished making your changes, click Save As.
The Save as a new preset pop-up will appear.
Enter/Update the name for your new preset, complete any other fields you have access to (see “Making new presets” above for details) and click Save.

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