Create, edit, or delete a Presentation Template

You can only edit Presentation Templates at the Client hierarchical level.

Though it is possible to create Presentation Templates, and there are instructions to do so below, we highly recommend that you don't. Naviga is happy to create them for you, and usually does with a script. This ensures they function properly.

To create a new Presentation Template:

From the CMS, select the hierarchy button and choose the Client level.
Select Subscription Panel, then choose Structure Admin.
Select + add new template. The template creation screen appears.
Choose a Template Name and Presentation Type. Note: each Presentation Type has a unique tree structure. If you change the Presentation Type after having made some edits, the new tree structure will delete the existing tree structure and you will lose your edits.

To edit a Presentation Template:

From the CMS, select the hierarchy button and choose the Client level.
Select Subscription Panel, then choose Structure Admin.
Select an existing Presentation Template from the selected drop-down menu.
Perform any edits you wish to make, then select save. Typically, edits at this stage will be the inclusion of various components. View the tutorials section for more information.

To duplicate a Presentation Template:

From the CMS, select the hierarchy button and choose the Client level.
Select Subscription Panel, then choose Structure Admin.
Select an existing Presentation Template from the selected drop-down menu.
Select the duplicate button. The duplicated Presentation Template will appear in the drop-down menu. Select it to change its name.

To delete a Presentation Template:

From the CMS, select the hierarchy button and choose the Client level.
Select Subscription Panel, then choose Structure Admin.
Select an existing Presentation Template from the selected drop-down menu.
Select the delete button. Confirm you wish to delete this Presentation Template and select Yes. The template will be removed from the drop-down menu.

PreviousCommon properties quickstart NextCreate, edit, delete, import or export Presentations

Last updated 4 years ago

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Create, edit, or delete a Presentation Template

You can only edit Presentation Templates at the Client hierarchical level.

To create a new Presentation Template:

From the CMS, select the hierarchy button and choose the Client level.
Select Subscription Panel, then choose Structure Admin.
Select + add new template. The template creation screen appears.
Choose a Template Name and Presentation Type. Note: each Presentation Type has a unique tree structure. If you change the Presentation Type after having made some edits, the new tree structure will delete the existing tree structure and you will lose your edits.

To edit a Presentation Template:

From the CMS, select the hierarchy button and choose the Client level.
Select Subscription Panel, then choose Structure Admin.
Select an existing Presentation Template from the selected drop-down menu.
Perform any edits you wish to make, then select save. Typically, edits at this stage will be the inclusion of various components. View the tutorials section for more information.

To duplicate a Presentation Template:

From the CMS, select the hierarchy button and choose the Client level.
Select Subscription Panel, then choose Structure Admin.
Select an existing Presentation Template from the selected drop-down menu.
Select the duplicate button. The duplicated Presentation Template will appear in the drop-down menu. Select it to change its name.

To delete a Presentation Template:

From the CMS, select the hierarchy button and choose the Client level.
Select Subscription Panel, then choose Structure Admin.
Select an existing Presentation Template from the selected drop-down menu.
Select the delete button. Confirm you wish to delete this Presentation Template and select Yes. The template will be removed from the drop-down menu.

PreviousCommon properties quickstart NextCreate, edit, delete, import or export Presentations

Last updated 4 years ago

Was this helpful?