Adding and viewing slide notes
- Aaron Cooper
Last updated 15 November, 2024
Available to all users
At the bottom-right of every slide there are 2 buttons that offer greater flexibility before, during, and after your client meetings, allowing you to capture notes and actions on any slide seamlessly.
You can use them for any review or SOA document, but they truly shine in “strategy meetings.” You can record notes and changes in real-time on the slide, creating a dynamic record of any updates in client circumstances.
Even better, you can utilise the preso with its in-slide comments as a comprehensive brief for your paraplanner, facilitating the creation of the subsequent ROA or SOA and saving valuable time.
Adding notes
Before, after and even during a client meeting, you can add notes to any slide by clicking Add notes. This will navigate to a subslide showing the same title as the parent slide, with an editable textbox ready for you to capture any updates, notes or changes in circumstances from your client.
For example, clicking the button on the estate planning slide:
Once you’re finished adding or editing your notes you can click Back to [Estate Planning] to navigate back up to the parent slide.
Viewing notes
By you in Prep, Present and Review modes
On any slide where you have added notes, the grey Add notes button will change to your brand colour and will say View notes to make it obvious where notes exist:
Clicking View notes will still navigate to the notes subslide where you can view and/or edit the notes.
By your clients in shared presos
On any slide where you have added notes, a View notes button will be displayed in your brand colour (as above). Your clients can click it to navigate to the subslide and view your notes.
On any slide where you didn’t add notes, the button will not appear at all.
In PDFs
When a PDF is generated of your preso, your notes for each slide will appear on their own PDF page, immediately after the slide to which they’re related.