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Templates
Getting started
Pull data from a Dashboard
Pull data from a Spreadsheet
Pull data from a CRM
Data Sources
Data Source Setup
Advanced Data Source Configuration
Templates
Create a template
Manage templates
Projects
Bulk Mode
Account settings
Personal account settings
Admin settings
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Slideform Help Center
Templates
Getting started
Pull data from a Dashboard
Pull data from a Spreadsheet
Pull data from a CRM
Data Sources
Data Source Setup
Advanced Data Source Configuration
Templates
Create a template
Manage templates
Projects
Bulk Mode
Account settings
Personal account settings
Admin settings
Templates
Connect and manage templates for your projects
Create a template
How to Create a Slide Deck Template
How to Create a Spreadsheet Template
How to create a report template in Word or Google Docs
How to Set Slide Visibility
Manage templates
How to Edit the Template in an Existing Project
