Once you have deployed the Microsoft PowerPoint Add-in, it can be used to apply Red Marker's custom rules and Risk Detection logic to your document as you work on it.
Using the Add-in:
Click the Red Marker Add-in icon to launch the Red Marker tool.
A task pane will open on the right hand side of the page. Click "Sign In" and a pop-up will appear in the center of your screen prompting you to enter your Red Marker credentials.
Once you've logged in, the add-in will automatically detect whether the document has previously been reviewed by Red Marker.
If the document has not been reviewed before, you will see a screen with a ‘Review’ button.
If the document has previously been reviewed, you will see a screen offering you a choice to load that review, or start a new one.
Note: This functionality was introduced on 27 May 2024. Reviews prior to this date cannot be reloaded.
Starting a new review
If applicable, select the appropriate category or categories for Red Marker to apply to your PowerPoint Document and then click "Review Document".
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Red Marker will scan your document and apply your custom rules and risk detection logic to your document.
Risks are shown in the right panel in the order they appear in the document, with headings demonstrating which slide the risk is on. Clicking on the risk will scroll the PowerPoint to the relevant slide.
For each risk, you can:
Use the cross icon to dismiss the risk, if you do not believe it is risky or you have actioned the risk. The risk will disappear and be moved to the "History" section. This action cannot be undone.
Insert the risk as a text box comment. This is particularly useful for sharing risks with colleagues or recording key risks and actions taken. To learn more about this functionality, please see this article.
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Once you have made changes to your PowerPoint Document, you can track the history of changes and also review the document again. Red Marker will review any additional changes made to the document.
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Reloading a review
When you open a deck that has previously been reviewed with the Red Marker PowerPoint Add-in, you will be given the opportunity to load the most recent review instead of starting a new one. When the review is reloaded, you will see the risks that were raised in the previous review. Any risks that were dismissed can be found by going to the History view (go to the Actions menu by clicking on the ‘︙’ icon in the top right corner of the Add-in).
This feature allows you to share the deck via email with colleagues to collaborate on the best way to mitigate risks. To benefit from this functionality, your colleagues will need to be Red Marker users with access to the PowerPoint Add-in.
Sending the deck to the Red Marker App
After you are satisfied with the changes you've made to your PowerPoint, click the icon in the top right corner to send to Red Marker for final review. Click "Send".
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You will be redirected to the Red Marker App to access the reviewed version of your document. Within the Red Marker App, you can also use the additional markup and review tools, located in the top toolbar.
Support:
If you need further assistance, please reach out to your Client Success Manager or email support@redmarker.ai.
Note: The Microsoft PowerPoint Add-in uses the same authentication and security as the Red Marker web-based app. This includes data encrypted in transit and authentication to the same platform as the Red Marker web-based app. This is achieved as all authentication/security is via the Red Marker standard API which is used for all platforms, Add-ins and integrations.