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Add a deck or report template to a client’s brand kit
Under Deck & report templates on the Brand tab, pick a kind, name the template and upload a .pptx, .docx or .xlsx file.
Before you start
- Who can do this
- Agency Owner or Admin
- Where in Orbit
- Sidebar › Workspace › Clients
Steps
Tick a step’s number when it’s done. We’ll remember where you were.
Open the client’s Brand tab and scroll to Deck & report templates.
Pick the Kind: Deck, Report, One-pager or Email.
Type a Name. People pick the template by this name later.
Press Upload template and choose the file.
If Orbit found slots in it, press Review slots, remove any that are decoration, and press Save slots.
When it worked
Orbit confirms the upload, such as “Monthly deck uploaded.”, then “Template is ready to use.” once you save its slots. The template reads “Ready to use” with its slot and slide count.
If something goes wrong
Orbit showsName the template first — that name is what people pick from later.
Type a Name, then upload again.
Orbit showsOnly .pptx, .docx and .xlsx files can be uploaded.
Save the file as PowerPoint, Word or Excel first.
Orbit showsThat file is 52 MB. Templates can be up to 40 MB; compressing the pictures in PowerPoint usually gets a deck there.
Compress the pictures in PowerPoint and upload it again.
How it works
Explainer: The client brand kit
A client’s brand kit holds its logos, colours, fonts and formatting conventions. Orbit uses it when it builds decks and reports for that client, and any section you don’t override follows your agency’s own kit.
| Section | What it holds |
|---|---|
| Logos | Five slots: Primary, Reverse (on dark), Mark, Wordmark and Favicon. PNG, JPEG, WebP or SVG, up to 2 MB each. |
| Colours | Primary, secondary, accent, ink and surface, plus Chart series colours. |
| Typography | Heading, body and mono fonts. |
| Conventions | Date format, Currency, Week starts and Decimals. Defaults: MMM D, YYYY; USD; Monday; 1. |
| Guidelines | Free text, such as tone, banned words and how to name things. |
| Deck & report templates | The client’s own .pptx, .docx or .xlsx templates, up to 40 MB each. |
- When your agency has its own kit in Settings › Branding, each section has a Client override box. Unticked, the section is greyed out and follows the agency’s kit.
- Logos save as soon as they upload. Everything else saves with Save brand kit.
- Name a template before you upload it: that name is what people pick from later.
- A template reads “Ready to use” once someone has confirmed its slots, the places Orbit fills.
- Owners and Admins can edit the kit. Everyone else sees it read-only.