Importing Financial Reporting Documents into Word and PowerPoint

  To import Financial Reporting documents into Word and PowerPoint:

1. From the Smart View ribbon, select Open.

2. In the Smart View Panel, connect to a EPM Workspace data source.

3. Navigate to the Financial Reporting document that you want to import.

4. From the action panel, click Open.

   The Import Workspace Document wizard is displayed.

   Note:

   Some wizard screens do not apply to some documents.

5. In Select a Document, expand the repository, select a Financial Reporting document, then click OK.

   The document is previewed in the Import Workspace Document window.

   Note:

   Some screens do not apply to some documents.

6. If the Preview User Point of View screen is displayed, preview the current POV or change the members of the POV by selecting a member.

   Note:

   To display this screen, select Preview in EPM Workspace preferences, for User Point of View.

7. Optional: If you want to change the default value, in Respond to Prompts, make a selection for prompts, and click Next.

   Note:

   This screen is displayed only if the document contains prompts.

8. In Preview from Grid POV, change the POV by selecting a POV.

9. Change the page dimension by selecting Page.

10. Select All Pages to import all pages of the document.

11. In Import Document As, select Image to import the document as an image.

12. Click Finish.

    The document is imported.