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Importing Custom Presentations from the Legacy version to NextGen.


We now have the ability to Import Custom Presentations that you have created in the Legacy version of Circle of Wealth directly into our NextGen Platform.


Here are the steps:

  1. Open the Legacy Product.
  2. Open the Presentation Builder.
  3. Highlight the Presentation you wish to Export from the Legacy version.
  4. Click the manage button and select Export Presentation.
  5. Save the file on you computer where you can find it later.
  6. Repeat steps 3 through 6 for any other presentations you want to transfer.


Now we Log into the NextGen Platform:

  1. Select the Presentation Builder tool from the left Menu bar.
  2. Click the Blue import button in the right menu pane next to "My Custom Presentations".
  3. Browse to the location where you saved the Presentation from the previous steps.
  4. Select the Presentation that you wish to import and click "Open".
  5. Once the Presentation is successfully imported, repeat steps 2 through 4 for as many Presentations as you like.

Please note that custom slides within a presentation will export as well.


Here is a short walk trough video:



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