Saving and sharing presentations

Once you have created a presentation in Present Lite or Present Pro, you can save it either to your own personal folder or to folders that you share with other Pyramid users. Present offers all the typical save functionality including Save, Save and Close, Save all open items, and Save as, as well as advanced options like Save as version if you want to track changes to the publication over time, and Make shareable to save formerly one-off items into the Content Manager.

Note: The Save and share functionality is the same across all of the Pyramid apps. For more information, see Saving Content.

Save and Save as

The basic save options are:

  • Click the Save icon in the status bar.

  • Open the App Tabs menu, and select one of the Save options:

    • Note: The option to Save as new version allows you to create a new version of an existing item. The purpose of this advanced function is to allow you to perform change management functions, including tracking changes over time. For more information, see Save as new version.

  • If you want to save multiple open items, open the Home menu and select Save All Open Items. This saves all open items.

If you select Save as, or select Save where the item has not previously been saved, the Save as dialog opens. You need to navigate to and select the save location for your item.

Save as dialog

The Save as dialog opens when you either save an item for the first time, or are choosing to save an item with a new name or to a new folder:

  • Folders: Save your item to one of the three content Folders (blue arrow): My Content, Workgroup Content, and Public Content.
  • Metadata: Define the details for your item:
    • Name: The item name.
    • Description: A description of the item to help you and other users to understand its purpose and use, now and in the future.
    • Tags: Add metadata tags for the search facility. Tagging helps users to find content items in the content system. For more information, see Content Tagging.
    • Auto set folder roles: When saving an item into the public folder, role access is assigned automatically. You can override this default setting by clearing this checkbox and specifying role access details. For more information, see Auto set folder roles in the Discover help.

Content folders and access

My Content

My Content is your own personal content folder. Private content or content that you don't want to share with others should be saved here.

Note: Admins can view the content that you have saved to your My Content folder.

Workgroup Content

The content in your Workgroup Content folder is accessible to all other users who share your security roles. It is a shared domain designed to easily share content among users without the need to define content security. Content that you want to share with other users who share your security roles should be saved here.

Note: Users who have access to the content saved to the Workgroup folder have full write permissions to that content.

Public Content

Public Content is another shared workspace, like Workgroups. However, role access per folder and content item can be specifically set, providing more granular control of who can do what to the saved items. As a non-admin user, you can determine who, within your role groups, will be able to see or change this content. A domain administrator will be able to set this access among all roles in the domain. An enterprise administrator will be able to set this access among all roles in the system.

Saving at runtime

If you are viewing a presentation at runtime, you can interact with its visuals using the Chatbot or in Discover Lite (opened using the Analyze further tool), and then save those updated visuals to your My Content folder from the Analyze Further tool.