Using Bios & Tombstones in Deck
Updated a few minutes ago
Deck helps users create professionally formatted Bio and Tombstone slides using centrally managed content and predefined templates. Content is automatically placed into the appropriate placeholders, ensuring consistent formatting and on-brand presentations.
Create slides faster for proposals, RFPs, and pitchbooks with minimal manual effort.
Important — Use Bios & Tombstones to create standardized, on-brand slides using centrally managed content and approved layouts. Add team Bios or relevant Tombstones to presentations while maintaining accurate and consistent content.
Accessing Bios & Tombstones
Access Bios and Tombstones directly from the Content group in the Deck ribbon.
Alternatively, open the Library pane to browse, filter, and insert content from the Bios, Tombstones, and Saved Searches tabs.
Using Filters
The Bios and Tombstones tabs include predefined filters to help refine your search and quickly find the content you need.
- Select the relevant filters to narrow down the available Bios or Tombstones.
- Click Apply to refresh the results. Deck will display the number of items matching your custom search.
Tip — Only the filters you select will affect the results. Filters that are left unused or have no option selected will not change the results.
Sort Options
You can sort available results using the following options:
Bios:
- Full Name – Sort by the person’s full name.
- Corporate Title – Sort by the person’s corporate title.
- Bio Name – Sort by the unique name or ID assigned to the profile.
- Bio Modification Date – Sort by the date the profile was last updated.
Tombstones:
- Deal Name – Sort Tombstones by the deal name.
- Closed Date – Sort Tombstones by the date the deal was closed.
- Deal Size (USD) – Sort Tombstones by the deal value in USD.
Select Ascending or Descending to set the order of the results. This makes it easier to organize and quickly find the required result.
Saving filters
Save frequently used filter combinations to quickly access the same Bios or Tombstones later.
- Once you’ve applied the relevant filters, select Save Search and enter a name when prompted. Click Confirm.
- Access and manage saved searches from the Saved Searches tab.
Saved Searches
The Saved Searches tab provides quick access to previously saved searches. Hover over a saved search and select the three-dot menu (⋮) to:
- 1. Execute Search – Run the saved search and view matching Bios or Tombstones with the saved filters applied.
- 2. Rename – Change the name of the saved search.
- 3. Remove – Delete the saved search from the list.
Previewing results and choosing a format
Preview the results before selecting the content you want to use.
- Hover over an item to view a larger preview.
- Click the ⓘ icon to open a pop-up with detailed information about the selected Bio or Tombstone.
- Select Format to view the available formatting options and automatically present the data in a different format.
Bios Format
- 1. Select Format at the bottom-right of the Bios panel and choose a template from the available options.
- 2. Click Confirm to apply the selected format, then review your selection and confirm again.
- 3. Select Create Slides. Deck automatically creates the required slide(s) with the selected Bios and format.
Tombstones Format
- 1. Select Format at the bottom-right of the Tombstones panel and choose a template from the available options. Click Confirm to apply the selected format.
- 2. Select the Tombstones you want to use and click Create Tombstone.
- 3. Choose the required Rows and Columns to define the slide layout. Available options may vary based on the selected format and size.
- 4. Click Confirm. Deck automatically creates the required slide(s) with the selected Tombstones and layout.
