Presentations Workspace

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To enter the Presentations section, click on "Presentations" in Board's Main Menu. You will be taken to the homepage of the Presentations section, where it is possible to navigate and access the Presentations you created or those that have been shared with you. The small square at the top left corner of the page will become green, meaning that you're in the Presentations homepage.

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Other users cannot see your Presentations unless you share them.

The Presentations homepage provides common navigation elements used in the entire Board Platform, such as tiles and the Top Menu. See Board workspace for more details.

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Tiles

Tiles in the "Presentations" section represent Presentations: click on a tile to access the desired Presentation.

The author of each Presentation is always shown at the bottom of each tile.

Right click over the tile or click on the 3-dot menu ( contents/assets/images/3-dots.png ) in the upper right corner of a Presentation tile to perform the following actions:

  • Add/Remove the Presentation from your favorites. This option adds the Presentation to your favorites. You can navigate your favorite Presentations and Capsules from the Main Menu.

  • See the Presentation info. This option shows the name and description of the Presentation.

  • Edit the Presentation. This option will open the first Slide of the Presentation in Edit Mode (Presentation editor).

  • Duplicate the Presentation with a new title. This option will duplicate the current Presentation.

  • Share the Presentation. This option will open a configuration window, where you can choose who to share the Presentation with. See Exporting and sharing a Presentation for more details.

  • Delete. Deletes the Presentation.

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The "New" tile allows you to create a new Presentation.

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Send To

User View

The "Send To" feature allows you to send a Presentation to one or multiple Board users via email. You can create as many Send To jobs as you need, each with its own recipient list, configuration, and scheduling options.

A configuration wizard will guide you through the creation of each new job: for example, you can choose the attached Presentation format (PDF, MS Word, MS Excel, MS PowerPoint), adjust the sending scheduling, the e-mail text, and more. See Exporting a Presentation for more details.

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Administrator View

The Send To feature is accessible from the System Administration section when it is available to System Administrators.

Board's System Administration interface showing various options including the "Send To" section highlighted.

The Send To panel provides a centralized view of all Send To configurations created across the Board platform by any user or team.

This area enables Administrators to audit, manage, and optimize existing Send To actions, supporting maintenance and cleanup activities. While Administrators can create their own Send To actions, the primary purpose of this section is to offer full visibility and control over all configurations defined within the system.

The Send To grid also shows the total number of configurations and how many are currently selected. This information appears in the lower-left area of the page and follows the same behavior as other grids across the platform, such as those in the System Administration sections for Presentations and Subscriptions.

Overview

The Subscriptions Overview page enhances the standard Send To user view by providing Administrators with a comprehensive overview of all Send To tasks created across the platform.

In addition to all fields available in the user view, the Subscriptions Overview introduces a new column: "Created By", which identifies the user who originally configured each Subscription.

Displayed fields include:

  • Name

  • Enabled

  • Creation Date

  • Created By

  • Next Run

  • Scheduling

  • Subscription Type

  • Last Run (hidden by default)

  • File Format (hidden by default)

From the Administrative overview, the Administrator can review all configuration details but cannot create or edit existing Send To tasks. These tasks are created and managed exclusively by users.

Access and Permissions

Administrators can view the details of any Send To action but cannot modify its configuration. Within the sliding panel of a Send To action, the only editable control is the Enabled toggle. Administrators can therefore run, enable, disable, or delete Send To actions but cannot change their setup or parameters.

Toolbar and Interaction

The top menu bar contains three icons: Run, Enable, and Disable.

  • The Run icon executes the selected Send To actions sequentially. During execution, a modal window displays the progress of the action. When the action is complete, a confirmation message appears. Multi-deletion and multi-run operations are supported. You can select multiple items and run or delete them simultaneously. These actions can also be performed individually by hovering over a specific item to display the Run and Delete actions.

  • The Enable and Disable icons activate or deactivate one or multiple Send To actions at once. The Status column indicates whether an action is Ready or Disabled. A Disabled status means that the action cannot be executed. If an error occurs during execution, an error message appears in the panel.

Edit a Send To action

To edit a Send To action, select the action on the table to open the detail panel. You can do this by clicking the corresponding row or by selecting the checkbox and clicking the Edit () icon. Multi-editing is not supported: only one Send To action can be edited at a time. If multiple Send To actions are selected, the Edit button becomes unavailable.