Setting up file boards

In this walk-through, you’ll learn how to create a File Board in the TeamSlide Web Portal. Before setting up a board, make sure to read through our resource article about Boards.

What are file boards?

TeamSlide’s new file Board allows users to browse through folders to find the PowerPoint presentations they need – all from within PowerPoint. Remove the noise from your content system, and give users a focused view on the most important content they need.

In this article, we'll walk through the four steps to create a file board:

1. Setting up or identifying a folder structure

2. Setting up a path property

3. Replicating content into TeamSlide

4. Creating a file board

Step 1: Setting up or identifying the folder structure

The first step in creating a File Board is determining how you'd like to set up your file folder structure. What folders do you want to make available for browsing?

To set up a folder structure, look at your content management system (CMS), such as Box, OneDrive, or SharePoint. Within your CMS, you can create or locate a folder and sub-folders to make browsable.

In your content management system (CMS):

1. Create or identify a folder in your CMS that you'd like to make available in TeamSlide. This will be the parent folder in the hierarchy structure. Within that folder, you can create organized folders that will act as sub-folders.

NOTE: At this time, all files within the parent folder MUST also be within a subfolder to be recognized by TeamSlide.

Examples of the folder flow:

Folder > Sub-folder > File 1

Folder > Sub-folder > Sub-folder > File 2

Step 2: Setting up a path property

Now that you’ve set up the file folder structure, you can create a custom property to define the path of your file folders (that resides in your content management system). The path property tells TeamSlide how to navigate to your files. In particular, you’ll create a hierarchy property. This property type can have a category and sub-category in one property, split by a symbol.

In the Web Portal:

1. Log into the TeamSlide Web Portal.

2. In the Main Menu, select Property Settings. Select Add custom property at the top.

3. Enter a display name that will represent the file path you're connecting. For example, “Path”.

4. Under Data type, select Hierarchy.

5. For Assignment, select File.

6. Uncheck Allow editing to prevent editing and ensure the value is only pulled from your CMS.

7. Select Allow browsing.

8. In the Import Settings section, set the Value Source to Relative path to folder. Here we are using the folder structure to define the categories and subcategories. The top-level folder is the category and the subfolder is the subcategories.

Note: If you prefer not to use the folder structure, you can use any metadata to define the category and subcategory.

9. Click Save.

Step 3: Replicating content into TeamSlide

Next, we'll need to sync your content from your CMS to TeamSlide. This involves creating a library in TeamSlide and creating a replication task to connect the identified CMS folder to the TeamSlide library.

See here for more details for libraries and replication tasks. Here are the specific steps:

a. Create a library

b. Create a replication task to sync your files into a library.

Under Content Replication, click 'Add replication task'. *In addition to PowerPoint files, be sure to check Recursive replication.

Step 4: Creating a File Board

1. In the TeamSlide Web Portal. Click the Boards tab on the Main Menu panel.

2. Select the Add new board tab at the top.

3. Enter a Name for your new board. Users typically want to choose a name that categorizes the content that users will be browsing. For example, ‘Case studies’ or ‘Knowledge base’.

4. In the 'Type' dropdown menu, select the type Files.

5. The display position can be adjusted to re-order the Board names. Adjust this number if you’d like your Board tabs to appear in a particular order.

6. Select 1 or more libraries to include in the Board search. (For example, the new library we created in Step 2)

7. Select the property used to navigate the folder path at the bottom.

7. Click Save.

8. Open PowerPoint and the TeamSlide pane. You’ll see your new File Board at the top of the pane and can toggle through each one.

How to set up boards:

Setting up Templates boards

Setting up Images boards