An existing presentation, created in Present Lite or Present Pro and saved to the database, can be opened from the Content Manager, your Pyramid home page, or using the Quick open panel to the left of your App Tabs. Once open, your roles and licensing options control your ability to view and edit the content in the presentation.
Present Pro and Present Lite
The mechanisms for opening presentations are basically the same in Present Pro or Present Lite. For more information about opening existing presentations and creating new presentations, see:
Open from explorer-style views
You can open your presentations for editing from any lists of content items that appear in the explorer-style views of the Content Manager or your Home Page.
To go to the explorer-style views from the App Toolbox:
- Click the Content Explorer icon (blue arrow, above) to open the Content Manager. Alternatively, you may have an Existing Content panel on your home page where you can open the Content Explorer or other Content Manager options (favorite items, recommended items, and recent items).
- Click the Home icon at the bottom left of any page (yellow arrow), to open your Home Page.
Note: If you open the home page and see a Quick Start panel in the middle of the page, you can click either Go to My Hub or clear the Show next time checkbox to close the panel to jump to your home page.
Your home page is highly configurable, both by your administrator and by yourself, and may or may not include any explorer-style list views as described here.
Context Menu
Wherever you see an explorer-style list of content items (from your Home Page or in the Content Explorer), you can open any presentations from the list by right-clicking the item and selecting Open from the context menu:
To open the presentation, click Open from one of the following locations:
- Right-click the Ellipsis (...) and select Open from the menu (green arrow).
- If the presentations are shown as a list (details or content view), right-click anywhere in the row representing the presentation (snapshot, name, or any other value) and select Open from the menu.
- If the presentations are shown as tiles, right-click anywhere in the name panel and select Open from the menu.
Tip: You can change which type of list is used for a panel using the view options at the panel's top-right (purple highlight).
Content Manager
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From the Content Manager, you can also click the Metadata icon for any presentation to open its Metadata panel and then double-click the snapshot from there to open the presentation. |
Alternative: The Metadata panel can be accessed by clicking Actions on the right-click menu.
Quick Open
Quick Open (green arrow) offers a fast way to find and open content without leaving the App Tab interface. Click this option to open an explorer-like interface and access files from your private folder (My Content) and any Workgroup or Public folders you have access to. The pop-up also contains a "search by name" facility and lets you open files from Recent and Favorite locations. For more information, see Quick Open.
Editing presentations
The right to edit a discovery is governed by your user roles and your license type. Broadly speaking, Pro and Analyst users can edit presentations, while Viewers and Basic users have read-only access (they can only open and interact with content). Users with editing rights can manage content items that are saved in their My Content and Workgroup folders, and, depending on their permissions, content items in the Public folders.
- Click here to learn about Content Folders and access