PowerPoint™ and Visio™ files can be used in Workiva in two ways. You can import a .pptx or .vsdx file and Save As a new Presentation. Or you can add the imported file to the end of an existing Workiva Presentation.
Import a PowerPoint
To import a PowerPoint™ document:
- From the File toolbar, click Import.
- Select PowerPoint (.pptx).
- Choose the file and select Create a new presentation or Add to the end of this presentation.
- Click Import.
Import a Visio file
To import a Visio™ file:
- From the File toolbar, click Import.
- Select Visio (.vsdx).
- Choose the file and select Create a new presentation or Add to the end of this presentation.
- Click Import.
Import multiple files
You can also import multiple Microsoft Office files into Workiva. Each individual Office file imported will create an equivalent Workiva file.
To import multiple files:
- From Home, click Create.
- Go to Import.
- Select Import Word, Excel, PowerPoint, Visio file(s).
Note: You can only import up to 50 files at once.
- In Import Options, you can select your Office files.
- Choose where to put the files and any other options.
- Click Import to finish.
Alternatively, you can create Workiva files from previously uploaded Office files.
To create a single Workiva file:
In Files, click on the dropdown of an Office file and select Create Workiva file.
To create multiple Workiva files:
In Files, select one or more Office files. Right click and select Create Workiva files.
Note: You can only create up to 50 files at once.
Review and edit
Once the file has been imported, you are ready to review the slides and edit your content.