Manage templates

Add slides to the Library, keep them organized and publish new versions. To find and insert templates in PowerPoint, see Template library.

Where: Template Library tab in the offgen add-in and Library at app.offgen.ai · Who: all members for their own templates; Admins for the Organization Library

Save slides from your deck

1. In PowerPoint, open the Template Library tab and select Add templates (the plus icon).
2. Under Save to, choose My Library, Organization or one of your teams. If you have no other choice, the add-in shows "New templates are saved to My Library."
3. Choose Add current slide, Add range (enter Start slide and End slide, then Add) or Add whole deck.

Each slide becomes a template. offgen analyzes the slides in the background, so you can keep working. The add-in remembers your Save to choice.

If the selected slide is linked to a template, Re-save current slide updates that template with your changes.

Upload and organize in the web app

Open Library and pick a space: My Library, Organization Library or a Team Library for each team you belong to.

• Upload templates: select Add → Templates, then choose or drop .pptx files (up to 1 GB each). Pick the slides you want; each one becomes a template.
• Folders: select New folder to create one. Select templates and use Move to to file them.
• Labels: select templates and use Label. Labels power the Labels filter and Alternatives in the add-in.
• Stacks: select Add → Stack to create an ordered set of templates that is inserted in exactly that order. Start with Import PowerPoint or Start from scratch.
• Icons and images: select Add → Icons or Add → Images. They appear in the add-in's image and icon search.

Update a template

Each saved edit publishes a new version. A template's page in the web app shows its Version history, and you can compare versions side by side.

In the add-in: open the template and select Edit template. offgen adds the slide to your deck and selects it. Change it, then select Save changes, or Discard. offgen removes the temporary slide afterwards.

From the web app: on the template's page, select Edit in PowerPoint. Open the downloaded file in PowerPoint with the add-in, then select Upload to offgen on Home. You can also upload the file on the template's page.

You can publish changes to your own templates, to your teams' templates and, as an Admin, to Organization Library templates. Otherwise the add-in shows "You can view this template but can't publish changes to it."

Send a template for approval

Approvals let a colleague sign off on a template. They work for templates in the Organization Library or a Team Library.

1. On the template's page, select Send for approval.
2. Pick the colleague who needs to approve it, add a message and select Send.
3. The approver finds it under Approvals → Waiting for me and selects Approve or Decline. Declining needs a reason.

You can follow your requests under Sent by me. An approval records the decision; it doesn't change, move or publish the template.

Copy to organization

To share a template from My Library with everyone, select it and choose Copy to organization, in the web app or in the large library window. offgen creates an independent copy in the Organization Library; your original stays as it is. Only Admins can do this; Members ask an Admin.

Effect on workflows

A template's page lists the workflows that use it under Used in workflows. Workflows always run with the current version of a template, so a new version applies to the next run of every workflow that uses it. A template that a workflow uses can't be deleted; remove it from the workflow first.

SharePoint-synced templates

Templates imported by a SharePoint import sit in folders marked "Synchronized from SharePoint and managed there". SharePoint is their source, so you edit them there, not in PowerPoint, and their folders can't be deleted in offgen. When you try to edit one, the add-in shows "This template is managed in SharePoint. Edit the file in SharePoint instead; changes there sync to offgen."

Who can do what

Roles are explained in Users, teams and roles.

Related

• Template library: find and insert templates in PowerPoint
• Build a workflow: use your templates in a repeatable deck
• SharePoint import settings: sync templates from SharePoint folders