Changing the Template / Theme for a Presentation
Presentation templates control the colors, layout, and pages used in a presentation.
Each brokerage has a default template, and that theme is automatically applied when a new RFP and presentation are created.
If you want to use a different template, you can change it from within the settings of a specific presentation. Updating the template (theme) only affects that presentation and does not change your brokerage default.
This makes it easy to adjust the look and feel for a particular client without rebuilding the presentation or impacting other work in Plansight.
Questions this article answers • How do I change the template on a presentation I already created? • Can I use a different theme for one specific client? • Does changing the template on a presentation affect my brokerage default? • Where do I switch the presentation theme? • Can I change the look of a presentation without rebuilding it? • How do I apply a different color scheme to just one presentation? • What's the difference between the brokerage default template and a presentation-level template? • If I change the template on one presentation, does it change all my other presentations too? • How do I update the layout of an existing presentation? • Where are the presentation settings to swap the theme?