Presentations
A presentation is a private viewing room: a link you send to a client that shows artwork images and captions with
exactly the details you choose. This article describes presentations in WrkLst 10.
What a presentation is
A presentation replaces sending a PDF, and unlike a PDF you stay in control of it after it has gone out: the link has an
expiry date you can change at any time, and you see whether and how often the client has opened it. You decide which
details of a work appear — from prices to availability — so the same selection can go to a museum curator and to a
private collector with different information attached.
Creating a presentation
1. Open Presentations and choose Add presentation, or start from a selection of works with Present.
2. Under Presentation, give it a name.
3. Under Client & sharing, pick the Client from your contacts, set the Visibility (Private, Shared or Shared & locked),
switch on the Public link — anyone with the link can view the presentation — and set Link valid through, the date
the link expires.
4. Choose the Layout: a grid with all public images and videos, a grid with the video first, a grid with a single
image, a centred single image, or a masonry layout.
5. Decide what the client sees. Inventory numbers, Prices, Availability, Extended captions, Production cost, Print
status and Unfinished work are switches on each presentation.
6. Under Works, search and add works; drag them into order or sort them by inventory number or year. Under Documents,
upload files or add weblinks.
7. Save. Your view stays where you were.
What the client sees
The client opens the link and sees the images with their captions in the layout you chose, and can open any work full
screen with a click. Your logo appears at the top of every presentation: upload it once under Settings → General Account
→ Presentations as the Account logo, where you can also set a Presentation header and a Presentation credit. The same
logo serves as the default logo on your PDF templates.
Seeing what happened next
Open a presentation and you see the client it was made for; the link — Copy link copies it in one click, and Open the
presentation as the client sees it shows you the public page; until when the link is valid; how often it was opened and
when it was last seen; which layout the client sees; and which details are shown or hidden.
An open presentation: 1 Edit presentation · 2 Presentation settings · 3 More actions
An open presentation: 1 Edit presentation · 2 Presentation settings · 3 More actions
The overview names the client, says whether the link is still active (Link active / Link not active), how often it was
opened, and when each presentation last changed. Every presentation shows its works as its cover picture. If you
subscribe your calendar to WrkLst, expiring presentation links can be among the dates it shows.
Keeping the overview tidy
Browse presentations in Grid view or Table view, sort by name or by last change, search, and Archive the ones you are
done with — Include archived brings them back into view. Open one without losing the list beside you; a presentation
with hundreds of works loads them in pages, so it opens straight away. Inside a presentation the works are listed one
per line, with a small button in the panel header for their order.
The presentations overview: 1 Search presentations · 2 Filter · 3 Table view · 4 Add presentation
The presentations overview: 1 Search presentations · 2 Filter · 3 Table view · 4 Add presentation
Still using WrkLst Classic? This topic in the Classic documentation: Presentations
Related articles
- Lists
- Works: inventories, filter and search, views and the basket
- View in Room
- Calendar feed: your WrkLst dates in your calendar
- Share one or multiple Artworks
