Manage auto-presentation templates from the wizard and Preferences
Open the auto-presentation template editor from the wizard footer or from Preferences, and understand how saved catalogue templates become the design's default.
The Auto Presentation wizard's footer button 'Manage Templates' opens the auto-presentation template editor.
In a design, Preferences > Presentation > Auto Presentation > 'Manage Templates' opens the Auto Presentation Template form. When the template in use is a catalogue template (such as the default 'Default Template'), the form shows the note 'Catalogue template: Save keeps your changes as a local template in this design.', and its footer offers Save and Save & Publish.
✓ Checked in the product on 21 October 2026The wizard title reads 'Auto Presentation — Step n/5: <step>' (Choose Template, Select Rooms, Pick Presentation, Layer Actions, Layer-change Warning).
In the Auto Presentation wizard, 'Append to existing' cannot be chosen while the design has no presentation yet; the new presentation is then the only target.
✓ Checked in the product on 19 October 2026Every sheet of an auto-generated presentation, the cover sheet 'Design Presentation' included, prints Client Name, Project Name, Designer Name and Date in its title strip, filled from the design's project and its designer.
✓ Checked in the product on 20 October 2026After a catalogue auto presentation template is saved as a local template in a design, that local template becomes the design's default: the Automatic Presentation wizard's step 1 preselects it, labelled '(default) (local template)'.
✓ Checked in the product on 22 October 2026