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SlideSource Library Guide

Glossary

Key terms used throughout SlideSource Library, defined in one place. Terms are listed alphabetically.

  • Approval / approval stamp: A mark on a slide version showing it has been reviewed and Approved (or Rejected). The stamp reads like “Approved by … on …” so you can see at a glance that a slide has cleared review. Approval is recorded per slide version, so a stamp applies to the version that was reviewed rather than to the slide in general.
  • C-Code: A short reference or compliance code that can be carried on content and used to search for and identify it.
  • Check-out / Check-in: The locking mechanism for documents. Checking out a document locks it to you while you make changes; checking in releases the lock and saves a new version. See Documents.
  • Collection: A top-level container for one kind of content (a Slides, Presentations, or Documents collection), each with its own folder tree. Access is granted per collection.
  • Compile / Download: Combining the slides you’ve gathered (in the tray or a presentation) into a single downloadable PowerPoint file.
  • Configured stamp: A status or approval label configured by a library admin to appear on content in the library.
  • Consultant view: A read-only, single-collection view of presentations that can be shared with an outside consultant through a link. See External access.
  • Custom field: An admin-defined property (text, list, date, and so on) attached to slides, presentations, or documents to capture your taxonomy: product, indication, audience, evidence type. Used for searching and filtering.
  • Document: A supporting file (publication, study report, source material) stored in a Documents collection with check-out / check-in versioning.
  • Folder: A container that organizes items within a collection.
  • Group: A named set of users. Permissions are assigned to groups, and a user’s access comes from the groups they belong to.
  • Library: Your organization’s entire workspace in SlideSource. All collections, content, users, and settings live inside one library.
  • Lightning Search: A fast slide-filtering search with toggles for Title, Text, Notes, Fields, and Tags, plus VID shortcuts (type bu3 to find BU-3).
  • Permission (Allow / Default / Deny): The 3 types of content permissions: Allow grants it, Default inherits the library baseline, and Deny blocks it. Deny always wins.
  • Personal Collections: Your own private slide, presentation, and document sets, separate from the shared collections.
  • Presentation: A deck built by referencing slides rather than copying them, with section headers and optional per-slide version pinning.
  • Requirement: A condition that content must satisfy under the library’s governance rules (for example, that a slide be approved) before it’s considered in good standing.
  • Review queue: The list an approver works from to Approve or Reject slide versions awaiting review.
  • Share link: A link that gives someone access to a presentation, such as the consultant view, without a full account.
  • Slide: An individual, versioned slide: the reusable building block that presentations are assembled from.
  • Tag: A keyword label you attach to content for grouping and for Search by Tag.
  • The tray: The holding space along the bottom of the screen where you collect items (slides, versions, documents, folders) to download or act on in bulk.
  • vCheck: The check that flags downloaded decks containing outdated slides, so you know when material in the field has gone stale. See vCheck.
  • Version: A point-in-time state of a slide or document. Every edit creates a new version, and the full history is kept so you can compare or roll back.
  • VID (Visual ID): A short, easy-to-reference identifier assigned to a slide, such as BU-3, in libraries configured to use slide identifiers.
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