Presentations allow you to consolidate the content from documents and the data from spreadsheets and present them to an audience as formatted slides. There are several ways to create or import Presentations:
- Create a new Presentation from scratch in Home using the Create icon
- Create a new Presentation in Home from a template by choosing Create, then Presentation from Template
- Create a new Presentation in a specific folder in Home by right-clicking within a folder, choosing Create and then Presentation
- If you have a Presentation open in Workiva, use the Save As icon in the File toolbar to create a new Presentation or Presentation template
- Create a new Presentation by importing a .pptx file into Workiva by choosing Import in Home or the Import icon in the File toolbar within the Workiva editor
Create a Presentation
If you have an existing presentation, go to Files and then All Files or Recent Files and click to open. Or you can create a new Presentation from Home by clicking Create , then selecting Presentation and choosing to create a new Presentation or a Presentation from a template.
Presentations can be renamed by right-clicking on the document tab or by double-clicking the name of the document in the Document Outline.
To learn how to create slide layouts to build your presentation, see Use Slide Layouts.
Import an Existing PowerPoint
To import a PowerPoint™ document, first open a next-generation Presentation (this file will not be affected by the import). Opening a next generation Presentation first will ensure that the PPTX file you are importing will import as a Next Gen document.
Click Import on the File toolbar. In the Import Options dialog box, choose Create a new presentation or Add to the end of this presentation.
Once the file has been imported, you are ready to review the slides and start editing your content.
To learn how to create a template from the imported PowerPoint presentation, see Presentations Templates.
Note: If you import a PowerPoint™ document from the Create menu in Home, or import from the classic editor, this will create a classic rather than a next generation presentation.