WORKING WITH TEXT IN PRESENTATION STUDIO

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WORKING WITH TEXT IN PRESENTATION STUDIO With the current version of Presentation Studio, you have text editing options beyond what you can find in the PortfolioCenter Reporting section.

This document will show you these rich-text editing tools, and, starting in the Default Text Elements section starting on page 5, we will show you text elements you can edit in Presentation Studio.

1 WORKING WITH TEXT IN PRESENTATION STUDIO With the current version of Presentation Studio, you have text editing options beyond what you can find in the PortfolioCenter Reporting section. Presentation Studio offers you many rich-text editing tools that can help you customize text on pages. This document will show you these rich-text editing tools, and, starting in the Default Text Elements section starting on page 5, we will show you text elements you can edit in Presentation Studio. We will also show you how to add, assign and remove text elements within Presentation Studio. On the Web This document only covers the text editing portion of the Presentation Studio. For more information on additional functionality in Presentation Studio, see Working with Presentation Studio in PortfolioCenter. Tip A lot of the editing tools have Tool Tips when you rest your mouse on them. The images in this document show a few of those tool tips so you can see what they look like. RICH-TEXT EDITING TOOLS Rich editing tools in Presentation Studio are similar to tools you would find in the default rich-text editor on your computer, including copy functions, font modifications and style edits. This section describes each of the tools you have available and outlines best practices for using them. CUT/COPY/PASTE Probably the most convenient and useful tool for the rich-text editor, the Cut, Copy and Paste functionality allows you to quickly add and move text on the page. There are three options for accessing the Cut, Copy and Paste functions: Right-click select text or place the cursor in the location you want to paste the information and right click. You ll see a menu, similar to the one on the right, giving you the options available to you. Tool bar buttons these icons, located above the tab name in Presentation Studio, look very similar to the same button functions you see in other rich-text editors or even in Microsoft Word. The buttons are visible when the functionality is available. For example, when you select text, the Cut and Copy buttons are available. Keyboard Shortcuts Also similar to the keyboard shortcuts you are probably already using in another rich-text editor. They can save you time by allowing you to use two key strokes to quickly Cut, Copy and/or Paste the text. DocumentID: SPT Last Updated: June 4, 2014

The most useful aspect of the Cut, Copy and Paste features is that you are able to copy formatted text from other sources, such as Microsoft Word, and then paste that information into the text editor.

For example, if you have a document you ve created in Microsoft Word containing a bulleted list and a table, similar to the example on the right.

2 The most useful aspect of the Cut, Copy and Paste features is that you are able to copy formatted text from other sources, such as Microsoft Word, and then paste that information into the text editor. The ability to copy from other sources gives you the option of having formatted tables, bulleted or enumerated lists and other images that can be incorporated into the presentations. For example, if you have a document you ve created in Microsoft Word containing a bulleted list and a table, similar to the example on the right. Copy the information from the Microsoft Word document and paste it into the blank Text Element in Presentation Studio. Note At this time, the text elements for the Cover Letter and Report Disclaimer pages only allow for a single printed page. Any data that goes beyond the one printed page will be truncated, but in version 5.1, you can copy the truncated text to a second element and add it to an additional copy of a full text page to create paginated text pages. It is best to always have a presentation open and look at the preview of the presentation to ensure you are able to fit the data in, or make adjustments to it accordingly. For best results, when copying text from a Microsoft Word document, paste the contents into a richtext editor first (such as Wordpad) to preserve formatting, and then copy/paste into PortfolioCenter. BOLD/ITALIC/UNDERLINE From time to time, you might find it helpful to place additional emphasis on certain words in the document. Use the Bold, Italics or Underline features to accomplish this task. For example, if you want to emphasize the word significant in the text on the right. Select the text, and then click the Bold button in the menu above. Working with Text in Presentation Studio Page 2 of 9

For example, if you want all of the titles for sections on a page to appear in the center, but the rest of the text to start on the left side.

3 TEXT JUSTIFICATION OR ALIGNMENT Sometimes, the placement of the text can set apart various sections or give certain text more emphasis. Use the Text Align buttons to move a block of text to the location you want it to appear. For example, if you want all of the titles for sections on a page to appear in the center, but the rest of the text to start on the left side. You d use the Center Align similar to the image on the right for the titles and the Left Align for all other text. FONT STYLE You have taken special care to develop a brand, and you want to extend that brand to presentation pages. You have the font style selection tool at your disposal to add an additional layer of customization to your client presentations. To change font style, select the text you want to change, and then click the down arrow to the right of the font style selector box. All fonts you have installed on your computer are listed in this box. This box is located to the right of the Text Alignment/Justification settings on the tool bar. Tip Any changes to font style you make apply only to the font in the text element. Thus, if you select something dramatically different from the font associated with the theme, the body text of the page displaying the text element will not match the heading, titles and body text of any other page in the presentation. If you change the font for this text element, be sure to select something that will coordinate with the text displayed throughout the presentation. Also, Font Styles have various spacing options and some are larger than others and the information could be truncated. Always be sure to check the preview to ensure all the information still appears on the single page after you modify the font style. Working with Text in Presentation Studio Page 3 of 9

This setting is located to the right of the font style selector on the tool bar. Note Font Size can cause information on the page to go past the margins of the page and it could be truncated.

4 FONT SIZE You might have clients that require a larger print or maybe you want to make the print smaller to fit more information onto a page. You can change the font size by selecting the text you want to change, and then clicking the down arrow to the right of the font size selector. This setting is located to the right of the font style selector on the tool bar. Note Font Size can cause information on the page to go past the margins of the page and it could be truncated. Always be sure to check the preview to ensure all the information still appears on the page after you modify the font style. At this time, the text elements for the Cover Letter and Report Disclaimer pages only allow for a single printed page. Any data that goes beyond the one printed page will be truncated, but in version 5.1, you can copy the truncated text to a second element and add it to an additional copy of a full text page to create paginated text pages. It is best to always have client presentations open and look at the preview of the presentation to ensure you are able to fit the data in, or make adjustments to it accordingly. FONT COLOR In addition to setting text apart with bold, italics or underline, you can also emphasize text with color. To make a change in the color of the text, select the text you want to change, and then click the Change Color button, located to the right of the Font Size button. When the Color dialog opens, similar to the image on the right, you can either select from the palette of basic colors, or define a custom color by clicking the Define Custom Colors button. On the Web Changes to the font color described above only apply to font within a text element. For more information about changing the font color throughout a presentation, see Editing Theme Styles in Presentation Studio. Working with Text in Presentation Studio Page 4 of 9

The Font Highlight button is located to the right of the Font Color button on the tool bar.

5 FONT HIGHLIGHT One last way to ensure clients can quickly identify or differentiate words or text is to highlight them. Highlighted area, similar to the example on the right, is the space immediately around the text. To highlight text, select what you want to highlight and then click the Font Highlight button. The Font Highlight button is located to the right of the Font Color button on the tool bar. When you click the Font Highlight button, a Select Color box, similar to the one you see in the Font Color section, opens prompting you to select the color of the highlight. Select the color and then click OK. DEFAULT TEXT ELEMENTS There are four text elements that are installed by default in Presentation Studio. While the rich-text editing options apply to all of these elements, most of them will be used on the Cover Letter and Report Disclaimer text elements, as they are full pages and have more flexibility. This section shows you these elements and describes some of the features of each element. EDITING COVER LETTER TEXT AND REPORT DISCLAIMER PAGE TEXT The Cover Letter Text and Report Disclaimer Page Text elements are the default text elements for the Cover Letter and Report Disclaimer pages. These are full pages of text and text features, such as tables, bulleted lists and other images, that can be included in the report presentations. These elements are most likely going to be the place you will use most of the rich-text editing capabilities. Note At this time, the text elements for the Cover Letter and Report Disclaimer pages only allow for a single printed page. Any data that goes beyond the one printed page will be truncated, but in version 5.1, you can copy the truncated text to a second element and add it to an additional copy of a full text page to create paginated text pages. It is best to always have a client presentation open and look at the preview of the presentation to ensure you are able to fit the data in, or make adjustments to it accordingly. Working with Text in Presentation Studio Page 5 of 9

you may want to avoid changing the font style or size to avoid truncated text.

6 EDITING FOOTER TEXT The footer text is the information found at the bottom of each page in the presentation, as shown in the image to the right. The most useful tools for editing this kind of text will probably be using: Bold, Italic and/or Underline Font Style Font Color Highlight The amount of space available for this section is limited, so you may want to avoid changing the font style or size to avoid truncated text. EDITING PERFORMANCE DISCLAIMER PAGE TEXT The Performance Disclaimer is found on some of the Overview and Performance pages under the Portfolio Returns section, as shown on the image to the right. The most useful tools for editing this kind of text will probably be using: Bold, Italic and/or Underline Font Style Font Color Highlight The amount of space available for this section is limited, so you may want to avoid changing the font style or size to avoid truncated text. Working with Text in Presentation Studio Page 6 of 9

ADDING AND REMOVING TEXT ELEMENTS The default text elements provided in Presentation Studio can be further customized by adding or deleting text elements as needed.

The next few sections discuss how to add and remove text elements within Presentation Studio. ADDING A NEW TEXT ELEMENT Presentation Studio can hold multiple text elements in the Element Library.

7 ADDING AND REMOVING TEXT ELEMENTS The default text elements provided in Presentation Studio can be further customized by adding or deleting text elements as needed. Once scenario for adding multiple text elements would be that each advisor in a firm has their own personal cover letter text. The next few sections discuss how to add and remove text elements within Presentation Studio. ADDING A NEW TEXT ELEMENT Presentation Studio can hold multiple text elements in the Element Library. The default text elements are titled Cover Letter Text, Cover Page Disclaimer Text, Footer Text, No Text, Performance Disclaimer Text, and Report Disclaimer Page Text, but you can create additional elements if needed. The following walks you through how to add a text element in Presentation Studio: 1 In the main PortfolioCenter window, click the Portfolios tab to switch to the Portfolios page. 2 From the menu bar, select Tools Presentation Studio to open the Presentation Studio screen. 3 Under the Navigator pane on the left side, locate the Element Library pane. Select the arrow within the Text section to view the existing text elements. 4 Right-click your mouse within the Text pane and select New Text. 5 Enter in the name of the new text element and click OK. The new text element will appear in the Element Library pane and will open in the Preview pane. Note You cannot name the new text element with an existing text element name so always use a unique name for a new text element. Once a text element is named, you cannot go back and rename the text element. If you want to change the name of a text element, you must delete the existing text element and create a new text element using the desired name. 6 Type in the new text or paste in the new text from an outside resource. Use the available rich-text editing tools to format and customize the appearance of the text. 7 Save your changes so they will be applied to the text element. Save will save any changes to the active tab and Save All saves changes to every open tab in Presentation Studio. There are two ways you can save in Presentation Studio. On the menu bar, click the Save or Save All buttons From the menu bar, go to File Save or File Save All. Working with Text in Presentation Studio Page 7 of 9

8 ASSIGNING A TEXT ELEMENT Before you can use the text elements on a client presentation, you must assign them to a page with a text setting. The following walks you through how to assign a text element to a page in Presentation Studio: 1 In the main PortfolioCenter window, click the Portfolios tab to switch to the Portfolios page. 2 From the menu bar, select Tools Presentation Studio to open the Presentation Studio screen. 3 Under the Navigator pane on the left side, click the plus sign next to the presentation name to see the list of pages within the presentation. 4 Select the page to open the page settings in the Properties pane. 5 In the Text setting, select the text element from the drop-down list. 6 Save your changes so they will be applied to the page. Save will save any changes to the active tab and Save All saves changes to every open tab in Presentation Studio. There are two ways you can save in Presentation Studio. On the menu bar, click the Save or Save All buttons From the menu bar, go to File Save or File Save All. DELETING A TEXT ELEMENT Occasionally, you have a text element that you no longer want or need. The following walks you through how to delete a text element in Presentation Studio: 1 In the main PortfolioCenter window, click the Portfolios tab to switch to the Portfolios page. 2 From the menu bar, select Tools Presentation Studio to open the Presentation Studio screen. 3 Under the Navigator pane on the left side, locate the Element Library pane. Right-click on the text element name in the Element Library and select Delete. 4 Click Delete. Working with Text in Presentation Studio Page 8 of 9

9 For institutional audiences only Schwab Performance Technologies ( SPT ). All rights reserved PortfolioCenter and PortfolioCenter Hosted are products of Schwab Performance Technologies ( SPT ). SPT is a subsidiary of The Charles Schwab Corporation separate from its affiliate Charles Schwab & Co., Inc. ( CS&Co ). CS&Co is a registered broker-dealer and member SIPC that provides brokerage services, while SPT licenses software and provides related technology products and services. Individual names, account numbers and contact information listed in this document are fictional and not intended to reflect any existing individuals. Both real and fictional securities are listed in the document. Securities and strategies reflected in the document are for educational purposes only and are not, nor should they be construed as, recommendations to buy, sell, or continue to hold any investment nor do the accounts listed reflect individual securities accounts or holdings. Any similarity to an existing individual or account is purely coincidental. Screen shots are provided for illustrative purposes only and may be abridged. Working with Text in Presentation Studio Page 9 of 9

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