FAQs - Content Risk Reviews Add-in for Microsoft PowerPoint

Common questions and answers about using the Content Risk Reviews Add-in for Microsoft PowerPoint.

General Questions

What's the difference between local review and sending to IntelligenceBank?

• Local review: Only checks your presentation for risks. Nothing is saved to IntelligenceBank. Perfect for draft presentations.
• Send to IntelligenceBank: Checks your presentation AND uploads it to IntelligenceBank, creating or updating a record.

Do I need to be online to use the add-in?

Yes, you need an internet connection to:

• Sign in to IntelligenceBank
• Run risk reviews on presentations
• Upload presentations
• Load previous reviews

How long does my login session last?

Your session remains active as long as PowerPoint stays open. You'll need to sign in again after:

• Closing and reopening PowerPoint
• System restart
• Session timeout

Presentation-Specific Questions

What about embedded objects and charts?

The add-in reviews:

• Chart titles and labels
• Table text
• SmartArt content
• Text boxes and shapes
• Does NOT review: embedded videos, external links (unless as text)

Can I review just specific slides?

Currently, the add-in reviews the entire presentation. To review specific sections:

1. Save those slides as a separate presentation
2. Review the subset
3. Merge changes back to main presentation

Database and Records

Why can't I see certain databases?

You can only see databases that:

• Have Risk Review fields enabled
• You have permission to access
• Are configured for presentations
• Support file sizes up to 25MB

Why can't I create new records in some databases?

Only the default database allows creating new records directly from the add-in. For other databases, you must select an existing record to update. This prevents accidental record duplication.

Why are some filter values read-only?

When you select an existing record, filters show the values already set for that record. These cannot be changed from the add-in to maintain data consistency in IntelligenceBank.

Risk Review Process

What types of risks are checked in presentations?

The add-in may check, depending on configuration:

• Compliance violations in slide content
• Legal risks in claims and data
• Brand guideline violations in design
• Spelling and grammar errors
• High-risk phrases in speaker notes
• Missing disclaimers on data slides
• Custom rules for presentations

What happens to dismissed risks?

• Hidden from current view but saved in History tab
• Remain dismissed if you save and reopen presentation
• Can be restored from History at any time

Why do risks appear on multiple slides?

If you use:

• Master slides with risks
• Duplicate slides
• Copy/pasted content Each instance may be flagged separately so you can address them individually

Technical Issues

What's the maximum file size for presentations?

• PowerPoint presentations: Maximum 25MB
• If your presentation exceeds this:
  • Compress images (Picture Format > Compress Pictures)
  • Remove unused master slides
  • Delete hidden slides
  • Save as PPTX (not PPT)

The add-in is slow with my presentation. Why?

Large presentations may cause slower performance:

• Many slides (50+) take longer to analyze
• High-resolution images increase processing time when uploading

Can I use the add-in with older versions of PowerPoint?

The add-in requires:

• Microsoft PowerPoint 2016 or later
• Microsoft 365
• Not compatible with PowerPoint 2013 or earlier

Review Results

Why are risks shown by slide number?

Organization by slide helps you:

• Navigate efficiently through presentation
• Fix similar issues on nearby slides
• Understand risk distribution
• Plan review strategy by section

Can I export risk results for my presentation?

Currently, results cannot be exported directly, but:

• Use "Insert all comments" to document in presentation
• Full review history saved in IntelligenceBank
• Take screenshots of risk panel for documentation

Upload and Integration

What happens to my presentation in IntelligenceBank?

• Presentation attached to record
• Full Risk Review triggered
• Thumbnails generated for preview
• Version control maintained

Presentation Best Practices

Should I review before or after design?

Review at multiple stages:

1. Early: Check content before heavy design
2. Middle: Verify as you add data/charts
3. Final: Complete review before submission