Using attachments allows you to reference files outside of the Workiva platform in your Presentation. Attach files to text in shapes and in text boxes. Or create a placeholder to indicate where attachments will be uploaded in the future. A single file can be referenced in multiple places in a single Presentation. Attachments are indicated by labels.
Attach a file
You can attach files to any text on a slide. To attach a file to your slide:
- Select the text with your cursor.
- In the Attachments panel, click the Upload File icon.
- Wählen Sie eine Datei. Klicken Sie auf Öffnen.
Hellorangefarbene Hervorhebungen im Text weisen auf einen Anhang hin. This highlight doesn’t appear while presenting your slide. To view your attachments, open the Attachments panel.
Add a reference to an attachment
After you've uploaded an attachment, you can reference it in other places on your slide. To add a reference:
- Select text on your slide.
- Find the desired file in the Attachments panel and click the drop down arrow .
- Choose Add Reference from the menu.
The number in the black oval to the right of the attachment’s file name indicates the number of times that attachment is referenced.
Create placeholders
You can save a place for future attachments in your presentation by using placeholders. Placeholders and their references appear in the Attachments panel, making it easier for you to upload a file at a later date.
To add a placeholder:
- Wählen Sie den Text aus, dem Sie einen Platzhalter hinzufügen möchten.
- Klicken Sie im Bereich Anhänge auf den Pfeil neben dem Symbol Hochladen .
- Select Create Placeholder from the menu.
Platzhalter funktionieren genauso wie normale Anhänge. Sie können weitere Referenzen umbenennen oder hinzufügen, indem Sie auf den Pfeil neben dem Namen des Platzhalters klicken. When you are ready to upload the file, select Upload File .
Modify and download attachments
Use the menu in the Attachments panel to rename, replace, or delete existing attachments.
Hinweis: Bearbeiter und Besitzer haben Zugriff auf alle Anhangsoptionen. Betrachter haben nur Zugriff auf die Optionen Öffnen und Herunterladen von Anhängen.
To keep attachments organized, you can use the Expand and Collapse icons or the Filter icon to view references to all attachments or just one attachment.
You can download attachments individually or as a packaged .ZIP file from this menu. To download an individual attachment, select the file in the Attachments panel and select Download File from the drop-down menu. You can choose to download the Original, As PDF with Markup or a Zip (original, PDF).
To download all of the attachments in your current slide, select Download Section Attachments at the top of the panel. This creates a .ZIP folder containing all of your attached files.
Anhänge markieren
You can markup attachments during the review process as part of collaborating with other team members. In the Attachments panel, click the drop-down arrow and select Open in Markup Viewer .
Detailed information about using the Markup Viewer can be found in the Markup attachments article.
Nächste Schritte