All Collections
Using & Creating
Using OpenAsset to Present
Creating Your Own PowerPoint Templates
Creating Your Own PowerPoint Templates

Build your own custom PowerPoint Templates to generate presentations using the project images and information in your OpenAsset system

CJ Teeter avatar
Written by CJ Teeter
Updated over a week ago

You can use OpenAsset to generate a PowerPoint presentation with images that have been automatically resized using a PowerPoint template. This enables you to easily make presentations using your Project images and information in OpenAsset, while ensuring that everyone is adhering to the same branding guidelines and sharing presentations that have appropriately resized images. 

These PowerPoint templates can be easily configured within your OpenAsset system, allowing you to set up multiple templates for different purposes.

Activate PowerPoint Templates

You have the ability to enable this feature on a group basis. To activate PowerPoint Templates for a specific group of users, you need to select the option available on the group's Templates Permissions Settings. To do so, navigate to 'Security' > 'Groups' and edit the relevant Group from this page. Read more on how to update Group Permissions here

Create a PowerPoint Template

To configure templates, navigate to 'System' > 'Templates' in your Settings menu.

This will take you to a list of existing templates and also the option in the top corner to ‘Create new PowerPoint Template’.

This will then ask you to name the PowerPoint template before taking you to the wizard.

1. Display Options 

The first step allows you to choose a description, where you want the template to appear on the templates list page in OpenAsset, and also whether you want it to be enabled for all users.

2. PowerPoint File & Slide Settings

Here you can upload your PowerPoint template, choose which slide you want to ‘clone’ as the template slide and also the presentation aspect ratio. 

Note: The slide you pick to 'clone' is the slide that will have images inserted.

To ensure that the appropriate fields are entered onto the PowerPoint presentation by the wizard, make sure you put placeholders such ‘heading1’, ‘heading2’ etc. on the slide in the template that you upload. Then in step 4 you can assign these placeholders to the metadata.

Here is our default PowerPoint slide that we’ve uploaded, at the bottom you can see our placeholders ‘heading1’ and ‘heading2’. You can put these placeholders anywhere on the slide, can choose your own font size/colour/type and are not restricted on other images such as logos and default text you put on the slide. At the end of this tutorial you will see how it looks like once the presentation is generated. 

3. Image Placement

This step allows you to configure the image sizing and how it is arranged with the other items on the PowerPoint slide. 

4. Add Metadata

Finally, here you can configure the placeholders that you added to your template and link them to the field you want to be displayed. You do this by entering the placeholder name and then selecting the field on the dropdown.

Once you template settings have been configured, you can then save the template and then use it with images and project information from your OpenAsset library. 

Here is how our a slide from the demo template from earlier looks once exported from OpenAsset.

Did this answer your question?