Preparing a Custom Template

Introduction

You can upload your own PowerPoint file (custom template) to PatentSight to download your analyses in your own corporate identity. Your custom template needs to meet the following three minimum requirements:

A Slide Master with only one Layout Master

The Slide Master of your PowerPoint file may have only one Layout Master. If your template contains more than one Layout Master – which for most templates will be the case –, you will have to delete all Layout Masters but one before uploading the file as custom template into PatentSight.

At least one slide within the PowerPoint file

Your PowerPoint slide deck should contain one slide with a placeholder for widgets. Your slide deck may contain additional slides, such as a title slide or annex.
Note: The additional slides should not contain any placeholders as defined below.

One placeholder defined as container for widgets

Your slide deck needs to contain at least one slide which has a container which will be recognized by the system as container to be used for your charts and tables. This container needs to be named widgets-container. We recommend allowing a sufficient amount of space on the slide for this container.

Prepare your Slide Master

First, access the Slide Master of your PowerPoint slide deck:

To access the Slide Master of your template, click on "Slide Master" in the "View" tab Here, you can also create a Slide Master from scratch if you want to create a new template.

Your Slide Master may contain, e.g., predefined fonts and colors, a specific background, your corporate logo and a set of placeholders (text boxes) of predefined size and position.

Make sure that your Slide Master contains only one Layout Master. If your Slide Master contains more than one Layout Master, delete all other Layout Masters in the Slide Master. We recommend you keep a Layout Master that contains a large placeholder (text field), and optionally a title field and a footer. The placeholder (text field) is the minimum requirement regarding the slide you need to keep in your slide deck, as outlined in the following step.

Note:
Layout Masters can only be deleted if they are not currently used as slide layout in your slide deck! If this is the case, close the Master View, delete the slides concerned or change the format of the this slide, and then access the Slide Master to delete the Layout Masters.

Prepare your slide deck

Once you are done editing your Slide Master,  return to the normal slide view:

Click on "Close Master View" to return to the normal slide view.

Your slide deck must contain at least one slide with a placeholder (text field) to insert PatentSight analyses:

	Your slide may also contain a title field, a footer and other elements.
	Your slide deck may also contain additional slides, such as title slide or a contact slide.

To indicate where the contents of your export (charts and tables) should be placed, you need to rename the placeholder (text field) using the following identifier: widgets-container

Click on the placeholder (text box) you want to use for the analysis content (widgets).

Change the name of the placeholder into widgets-container. Now the export engine knows where to place your analyses:

	Open the "Selection Pane..." under the "select" dropdown.
	Click into the selection highlighted.
	Change the name of the selection into widgets-container.

Optionally, you can choose to have the sheet titles exported in the title field and details on the search filter and chart settings in the notes section.

Use the following identifier for the title field: #sheet-name#

Use the following identifier for the notes section: #notes-section#

	Enter #sheet-name# into the title placeholder of your slide to have the names of your sheets exported into this placeholder.
	Enter #notes-section# into the Notes section to have details on the search filter and chart settings exported into this section.

Moreover, you can optionally choose to have additional information (user, customer account, creation date) exported e.g. in a footer using the following identifier: 

User: #user#. Customer: #customer#. Retrieve date: #retr-date#.

	Click on "Header & Footer" in the "Insert" tab.
	Tick the Footer and enter: User: #user#. Customer: #customer#. Retrieve date: #retr-date#.
	Click apply to the slide.

Finally, save your PowerPoint slide deck to use it as custom template!

Uploading Custom Templates

Uploading a Personal Custom Template

As a PatentSight user, you can upload a Personal Custom Template, which will be only available to you. 

	Go to the "Account Settings" from the main menu
	Click on "Upload Template" under the "Export to PPTX" tab and select your PowerPoint template.

PatentSight will validate your custom template. You will be notified if your Personal Custom Template does not meet the requirements. If the widgets-container is missing in your Personal Custom Template, your template will be automatically updated. 

You can download the updated template by clicking on "Download template" review the template, and then upload the updated version.

Note:  A template will not be provided if your PowerPoint file has more than one Master slide, more than one Layout Master, or if the Master slide has no layout at all. In these cases, you need to edit your template.

Once uploaded, you can verify the file name of your Personal Custom Template. template you have uploaded. Via these settings you can also switch back to the standard PatentSight template or delete the template uploaded.

	Verify the file name of your Personal Custom Template.
	Click on the thrash bin icon to delete your Personal Custom Template.
	Click the Apply to confirm your settings.

Uploading a General Custom Template (Admins Only)

As a PatentSight admin, you can upload a General Custom Template, which will be available for all users in your PatentSight account. Once uploaded, you can verify the file name of the General Custom Template.

Click on the "General Custom Template" under the "Export to PPTX" tab and click "Upload Template"

Optionally, you can add a second General Custom Template, which will also be available for all users in your account.

	Optionally, you can add a second general template.
	Click on the "Apply" to confirm your export settings.

Once uploaded, the General Custom Templates can be selected by all users within the same PatentSight account.

Users can access the General Custom Templates provided by their admin.

If an admin removes a General Custom Template that has been selected by a user, the user will be notified and the user's template settings will be set back to default.

Users will be notified if a selected General Custom Template has been removed by their admin.

Exporting an Analysis to PowerPoint in your Custom Template

	Go to "Export Presentation" under Export option from the main menu.
	Choose whether you want to export the entire workbook or selected sheets or widget: untitled.
	Since the presentation will be exported in the format of your custom template, you can ignore the format selection.
	Click on the "Export" to start the export.

Your analysis will be exported in the format of your custom template including your additional slides:

	Note that the font color and axis color used in the charts will be adjusted if you are using a custom template with a dark background.
	Optionally, the title placeholders can contain the sheet titles, the footer information about the export and the notes section details about the search fields and charts settings.

Overview of placeholders that can be used in your custom template