# Create, edit, delete, import or export Presentations

## Creation/import

You can either create a new presentation or import a presentation from a JSON file.

### **Import a Presentation**

To import a Presentation:

1. From the CMS, select the **hierarchy** button and choose a hierarchical level (`Client`, `Newspaper Group`, or `Newspaper`).
2. Select **Subscription Panel**, then choose **Presentations**.
3. Select the **options** drop-down and choose **import**.
4. **Select a file** then select **import**.

If successful, your new presentation should appear under the presentations drop-down menu.

### **Create a Presentation**

#### **Prerequisites** <a href="#id-440b73b8-ac76-499d-a364-fccc0d4c1ac9" id="id-440b73b8-ac76-499d-a364-fccc0d4c1ac9"></a>

Each new Presentation should meet the following criteria:

* Have a unique Presentation Name (cannot be blank) that contains only digits and latin letters
* Have a unique Presentation URL
* Have a Presentation Type
* Contain valid parent-child relationships between components.
* Contain the following main components:
  1. Presentation Properties
  2. Header
  3. Page
  4. Step
  5. Confirmation
  6. Order Summary

#### **Typical Presentation Component Layout** <a href="#ee892e59-ad1d-4ac3-b29d-1849e21f75e0" id="ee892e59-ad1d-4ac3-b29d-1849e21f75e0"></a>

![](https://976659993-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2Fsubscribe%2F-MWOHX2iZKKrXY9dPrbD%2F-MWOK0mnGhdfmMTIPo8P%2FSP_Flows_copy.png?generation=1616406410218423\&alt=media)

#### **Procedure** <a href="#id-124d6c6d-10e9-4a85-8b7e-411ec1a9fc5c" id="id-124d6c6d-10e9-4a85-8b7e-411ec1a9fc5c"></a>

To create a new Presentation:

1. From the CMS, select the **hierarchy** button and choose a hierarchical level (`Client`, `Newspaper Group`, or `Newspaper`).
2. Select **Subscription Panel**, then choose **Presentations**.
3. Select **add new presentation** and choose an option:

   A *blank presentation* contains no components.

   *Save section as new* reuses components. Changes made to components in this presentation will affect other presentations using these components.

   *Duplicate selection* makes copies of the components for this presentation. Changes made to components in this presentation **will not** affect other presentations.

   **Note**: if either saving as new or duplicating, select a presentation to work from the drop-down menu first, then choose your option.
4. Based on your selection, continue to the corresponding section below for further steps.

**Blank Presentations**:

1. Add a presentation URL, presentation name, and presentation type to your new presentation.
2. Choose whether you want the presentation to be a default presentation and whether its status is active/inactive.
3. Use the **component selector** sidebar to add your components.
4. Select **save**.

**Save Section as new**:

1. Change the presentation's name and URL to something unique.
2. (Optionally, rename the components using the Component Renaming Tool. Once finished, select **save and close**. If you don't want to rename the components, select the **x** to exit from the tool).
3. Select **save** to finish.

**Duplicate section**:

1. Change the Presentation's name and URL so that they are unique, then select **ok**.
2. (Optionally, rename the components using the Component Renaming Tool. Once finished, select **save and close**. If you don't want to rename the components, select the **x** to exit from the tool.)
3. Select **save** to finish.

## **Edit, delete, or export Presentations**

You can edit and delete Presentations.

### **Edit**

#### To edit a Presentation:

1. From the CMS, select the **hierarchy** button and choose a hierarchical level (`Client`, `Newspaper Group`, or `Newspaper`).
2. Select **Subscription Panel**, then choose **Presentations**.
3. Select the desired Presentation you wish to edit from the **selected** drop-down menu. Greyed Presentations are inactive.
4. Make your desired changes to the Presentation. To add a component, drag them from the **Component Selector** sidebar. To remove a component, select the **remove** button next to the desired component.
5. Select **save** once finished.

#### **Undo a change**

If at any time you've made a mistake that you wish to undo, select the **cancel** button. Any changes will be removed and the Presentation screen will disappear.

### **Delete**

When you delete a Presentation you **are not** deleting components. They will still be available in the Component Manager section.

#### To delete a Presentation:

1. From the CMS, select the **hierarchy** button and choose the `Client` hierarchical level.
2. Select **Subscription Panel**, then choose **Presentations**.
3. Select the desired Presentation you wish to delete from the **selected** drop-down menu. Greyed Presentations are inactive.
4. Select **delete**. Confirm this is the correct Presentation and select **Yes**.

## **Export**

You can export Presentations as either a JSON or HTML file.

#### To export a Presentation as JSON:

1. From the CMS, select the **hierarchy** button and choose a level (`Client`, `Newspaper Group`, or `Newspaper`).
2. Select **Subscription Panel**, then choose **Presentations**.
3. Select the **options** drop-down, then choose **export**.
4. Select which Presentation(s) you want to export. The **show advanced** button allows you to include entity, property, and dictionary types as well as structure templates into the JSON file.
5. Select **export content**. The download dialogue will appear. **Note**: if you chose many Presentations or the Presentation is large, it may take longer for the dialogue to appear.

#### To export a Presentation as HTML:

1. From the CMS, select the **hierarchy** button and choose a level (`Client`, `Newspaper Group`, or `Newspaper`).
2. Select **Subscription Panel**, then choose **Presentations**.
3. Select the Presentation you wish to export from the **selected** drop-down menu.
4. Select the **options** drop-down, then choose **Business export**. The download dialogue will appear.


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