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Home Software & Solutions Client Reporting & Proposal Generation Document and Content Administration
Document and Content Administration
Within the NorthStar Desktop, users can create static slides, user defined slides, and slides that contain literal text. The NorthStar SDK also facilitates the creation of dynamic slides that are based on client profile data and the outcome of advisor workflows.
 
The slide repository allows document content administrators to view, edit, and create new slides for use in a document. These slides can be static, have a user-defined layout, or contain literal text. In this example, the user-defined slide provides flexibility in terms of adding text and images for a fixed number of rows and columns.

When creating the user-defined slides, users can specify the columns and rows as well as their sizes. After doing this, they can add text and images into each section. 

 
Dynamic Slide Example Static Slide Example
User-Defined Slide Example Literal Text Slide Example
 
 
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