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How to roll forward a presentation with linked spreadsheet

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Hi - I thought I did this in the past and can't figure out how to do it again. I created exhibit 99.2 in presentations and have a spreadsheet linked to it. How do I roll this presentation forward and keep the spreadsheet linked? I tried to save the presentation as a new presentation and roll forward but the spreadsheet was not rolled along with the presentation. I don't want to re-link everything every time as that obviously defeats the purpose of linking numbers in the first place. Hopefully this makes sense. Thank you!

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  • Mike Davis

    Hi Tori!

    Happy to help get this sorted out for ya.

    First question, are you working in a next gen Presentation, or classic Presentation? If its next gen, there wouldn't be any pencil in the outline or draft to speak of. If it helps, they have slightly varied icons too: 

    That being said, you should be able to copy either of these file types along with the linked Spreadsheet, which will allow you to maintain the links. You can do this in two ways:

    1. Copy a Project (works best for classic only or classic/next gen mix)
      https://success.workiva.com/help/wdesk/wdesk-home/copy-files#section5

    2. Copy a Folder (works best if you have next gen types only)
      https://success.workiva.com/help/wdesk/wdesk-home/copy-files

    Let me know if you have any questions on either of the above suggestions. Thanks much and chat with you soon. Cheers!

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  • Tori Garcia

    Hi Mike - this answered my question. I did not have access to "copy" but got it figured out. Thank you!

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  • Mike Davis

    Glad to hear you got it sorted out. You're very welcome and have a happy holiday!

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