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How Can I Use the PowerPoint Add-In to Summarize Responses From the Loopio Library?

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Setup Required: The option to summarize Loopio Library entries using the PowerPoint Add-In must be enabled by a Loopio Administrator. Learn more: How Do I Enable the Option to Summarize Responses Using the PowerPoint Add-In?

 

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Access & deploy vetted Loopio content in any slide presentation using the Loopio PowerPoint Add-In!

What Information Can I See About a Loopio Library Entry?

 

Permissions Required: Library Level 1 (Read Only) permissions or higher are required to view Library Entries using the Loopio PowerPoint Add-In.

When using the PowerPoint Add-In, you will see each search result as an Entry card that includes a preview of the Question & Answer from the Library Entry, its location within the Library (Stack > Category > Subcategory), along with the following:

Screenshot 2023-10-04 at 1.09.21 PM.png

  1. The number of times the Entry has been used
  2. An Alert icon if the Entry contains Alert Text
  3. A Copy link
  4. A View more link
  5. An icon indicating if the Entry contains images, tables, or other attachments

How Can I Use The Entry?

 

Permissions Required: Library Level 1 (Read Only) permissions or higher are required to view, copy, or summarize Library Entries using the Loopio PowerPoint Add-In.

Once you've found a relevant Library Entry, you can use it in one of three ways:

Copy the Full Entry

To copy the full Entry:

  1. Click the Copy icon at the top right corner of the Entry card
    Entry card with Copy icon indicated.png
  2. Paste the content in any location that accepts text input
     

    Tip: If you want to download and use any attachments associated with the Entry:

    1. Click the Entry card in the Chrome Extension to view the full Answer
    2. At the bottom of the Answer, click any attachment name(s) to download the attachment(s)
      Screenshot of Attachment Name.png

Generate an Answer Using the Entry

To generate an Answer using the Entry:

  1. Click the View more link at the bottom left corner of the Entry card
    Entry card with a View More link indicated.png
  2. Click Summarize and an Answer Summary will be generated
     

    Tip: Select Show Summary Settings to switch between a Short, Medium, or Long Answer.

    Summary Settings.png

  3. Click Copy Summary to copy the summarized response
  4. Paste the content in any location that accepts text input

View the Answer in Loopio

In some cases, you may want to view the Entry with the relevant Answer in your Loopio Library. To do so:

  1. Click the View more link at the bottom left corner of the Entry card
    Entry card with a View More link indicated.png
  2. Click the View Library Entry in a New Tab icon at the top right corner
    View Library Entry in a New Tab.png

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