Quickstart

The fastest path to a working SlideSource Library. Work through these in order: each step builds on the one before it, and together they cover the whole picture, from structure and content to reuse, users, sharing, governance, and keeping material current.

You do not have to finish all ten before people can start using the library. Steps 1 to 5 are enough to get real content in and searchable. The rest can follow once your team is working in it.

1. Configure your landing page: brand the home page so the library looks like yours from the first click.

2. Create collections and folders: set up the structure your slides, presentations, and documents live in.

3. Add custom fields: the metadata that powers search and governance. Worth settling before you load content in volume, since it is what people will search and filter by.

4. Upload your first slides: get real content into the library.

5. Build your first presentation: assemble a deck from those slides, and see how reuse and versioning work in practice.

6. Add your first users: groups, permissions, and invitations.

7. Share a presentation: a link an outside viewer can open, no login required.

8. Add a document: supporting evidence alongside the slides.

9. Configure approvals: decide how review decisions are recorded on your content.

10. Check a downloaded deck with vCheck: see how decks already in circulation are flagged when a slide they contain has moved on.