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:
- Open the Legacy Product.
- Open the Presentation Builder.
- Highlight the Presentation you wish to Export from the Legacy version.
- Click the manage button and select Export Presentation.
- Save the file on you computer where you can find it later.
- Repeat steps 3 through 6 for any other presentations you want to transfer.
Now we Log into the NextGen Platform:
- Select the Presentation Builder tool from the left Menu bar.
- Click the Blue import button in the right menu pane next to "My Custom Presentations".
- Browse to the location where you saved the Presentation from the previous steps.
- Select the Presentation that you wish to import and click "Open".
- 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: