Presentation sharing

From Agnitio WIKI

Share / Publish Presentation Workflow

There are two ways to give access to the presentation to your clients. It is highly recommended to share presentation on the Agnitio Manager by following the instruction below. Alternatively, Agnitio support team could provide presentation distribution service under certain scenarios that presentation distribution is not achievable. For each presentation distribution request, Agency needs to strictly follow Agnitio’s share / publish presentation workflow by filling the request form:

http://www.askagnitiodemo.com/download/Download-Link/AgencySupport/Sharing_Publishing_workflow.doc

Agnitio support team’s service goal is 1 working day after request received. Please also count in the time different and Danish holidays. Agnitio’s official working hours is 9:00 – 17:00 CET during the week days.

Sharing a presentation

You can share a presentation when it has been reviewed and approved. To share a presentation:

• Highlight the approved presentation that you wish to share
• Click ‘Workflow’ button from the top menu bar and select ‘Share’ option

• The “Sharing” window pops up. Highlight the Organizational unit you want to distribute to:

• From ‘Available’ list, select the units with whom you want to share the selected presentation;

and add these units to ‘Selected’ list using -> button.

       Notice: It’s possible for the Originator who created the presentation to share it with lower levels of the
       organizational unit hierarchy for localization.

       Notice: If your client is not in the ‘Available’ list, please request support@agnitio.com to set up your
       agency unit as a Contractor of your client's unit.

Notify organization unit Originators of received distributed presentation:

Whenever a presentation is shared with and received by an organizational unit, the

receiving Originators need to be notified with an email.

Deletion of shared presentations:

Only the originator who shared a presentation can perform its deletion.

Thus if an originator has shared the presentation with a particular organizational unit by mistake,

he can later remove it.

Localization of distributed presentation:

You can localize any presentation that has been shared with you by an organizational unit.

Localizing a presentation means saving a copy of it on your workspace,

in order to give you possibility to open and edit it. To localize the presentation:

• From the organizational units list, select the org unit that has shared a presentation with you. You will see the shared presentation in the ‘Shared’ list:

• Select the presentation in the shared list and click ‘Edit’, then ‘Copy’ option in the top menu bar.

• Then click on your organization in org units list and select the project where you wish to localize the shared presentation.

• After selecting a location for the shared presentation, click ‘Edit’, then ‘Paste’ option in the top menu bar.

This will localize the shared presentation on your workspace, where you will be able to open and edit it.