Creating training/instructional content for your group or practice

In PresoManager, you can add/edit notes for any slide.

1. Click on a slide’s thumbnail to open it in edit mode.

2. Click the notes button at the top-right of the screen to open the notes panel:
   
   

   Open

   

3. Add or edit your notes, then click Done.

4. When you’re finished making all your changes in PresoManager, click Publish.
   
   

Advisers and paraplanners can access the notes in 2 places, depending on their preferred workflow:

Accessing notes via prep mode

Click the notes button in the toolbar at the bottom-right of screen to open the notes panel:

Open

Accessing notes via the Slides preview mode

1. From the appointment screen, go to Slides.

2. Click on a thumbnail to preview a slide.

3. Click the notes button at the top-right of screen to open the notes panel:

You can make as many prep-only slides as you like and publish to everyone instantly.

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 to open the right-hand drawer (the same place you can enter notes):
   
   

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.

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.