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KLERQ Knowledge Base

Export a presentation

Overview

Section titled “Overview”

When a client wants a document rather than a link — or the pitch has to go into someone else’s template — a presentation can be exported to Word (.docx) or PowerPoint (.pptx).

An export is a snapshot. Unlike a shared link it does not update when the presentation changes, so re-export after any late edits.

Steps

Section titled “Steps”
  1. In the left menu bar, click presentations.

Step 1

  1. Open the record you want to work with.

Step 2

  1. On the presentation, click Export.

Step 3

  1. Choose a template — Word (.docx) or PowerPoint (.pptx) — and the file downloads.

Step 4

Section titled “Related”