Presentation

Introduction:

The purpose of the Presentation is to create a sample of certain screens in slide format, allowing you to select them in order and their presentation time.

Procedures:

1. To create a Presentation, access the Manage > Presentation menu:

2. Click on the button to open the registration screen:

3. Fill in the presentation information:

3.1 Start on the left side, entering a Name, Area and, if you wish, how long the presentation will last. The Responsible and Observation fields are not mandatory.

3.2 After filling in the fields above, go to the right side to insert the screens/information that will be presented. To do this, click on the button to start inserting the screens of your presentation:

4. When you click, you will be prompted to choose the type of screen and how long it will be visible in the presentation:

5. After saving the created screen, it will go to the menu of your presentation:

5.1 It is possible to insert several screens, however, the sum of their time cannot be greater than the time of the presentation itself:

6. After configuring the presentation, just save it and return to the presentation menu.

7. To view a presentation, just click on its name:

8. When you click, the presentation will start. In the upper left corner, you will see the duration of the screen that is being presented, and in the lower part, it shows the total presentation time.

Scheduling Automatic Email Sending

You can also schedule the Presentation to be sent frequently and automatically to certain collaborators by email. To do this, you must check the “Schedule Automatic Email Sending” option:

Frequency: This is where you define how often the email will be sent (once only, daily, weekly, etc.).

Attention: The automatic routine for sending Presentation emails runs every day at 7 am, so if a Presentation is created after this time, the email will only be sent the next day. Therefore, make sure to enter the start date after the current date.

Single Send Frequency

The Single Send frequency takes the start date and sends the email only once.

Example:

Let’s suppose that today is 12/14 and the Presentation was scheduled to start on 12/15. In this case, the email will only be sent on 12/15.

Daily Frequency

The Daily frequency takes the date of the last send + 1 calendar day.

Example:

Let’s say today is 12/14 and the Presentation was scheduled to start on 12/15. In this case, the first email will be sent on 12/15. After the first email is sent, the date of the last email will be 12/15 and the date of the next email will be 1 calendar day after the first email, i.e., 12/16, and so on.

Weekly Frequency

The weekly frequency takes the date of the last email + 7 calendar days.

Example:

Let’s say today is 12/14 and the Presentation was scheduled to start on 12/15. In this case, the first email will be sent on 12/15. After the first email is sent, the date of the last email will be 12/15 and the date of the next email will be 7 calendar days after the first email, i.e., 12/22, and so on.

Monthly Frequency

The monthly frequency takes the date of the last sending + 1 month.

Example:

Let’s suppose that today is 12/14 and the Presentation was scheduled to start on 12/15. In this case, the first email will be sent on 12/15. After sending the first email, the date of the last sending will be 12/15 and the date of the next sending will be 1 month after the first, that is, 01/15 and so on.

Image format: here you need to define in which position you want the presentation content to be sent (portrait/landscape).

Sending type: here you need to define how you want the presentation content to be sent (through the attachment, the body of the email or both).

Start date: here you need to enter when the presentation will start sending.

End date: here you need to enter when the presentation will end sending.

Next submission date: This indicates when the presentation will be sent next.

Last submission date: This indicates when the presentation was last sent.

Email groups: Here you can select an email group so that everyone in that group will receive the presentation by email. See the topic “Email group”: !

Recipients: Here you need to inform which collaborator(s) will receive the presentation by email. Attention: Make sure that the collaborators have a registered email address and that the email server is working.

Subject: here you need to inform the subject of the email.

Content: here you need to write a content for the email.

Attention: to reschedule the sending of the presentation, make sure to change the start date to one day after the current date, so that the system automatically adjusts the date of the next sending.

After filling in all the information above, don’t forget to save.

Conclusion:

This document demonstrated the creation of a presentation, how it is possible to structure it according to a certain time, bringing data, graphs and values ​​from the day to day for better illustration, and how it is possible to program its automatic sending by email.

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