Copy Snapshots or Save Stages to Other Workbooks

When you create a Snapshot or Save Stage of your Presentation screen, the new item is saved to a Snapshots or Save Stages workbook in the Workbooks Explorer. These Snapshots and Save Stages can then be copied to other workbooks for improved organization and quicker presentation access. For more information on how to create a Snapshot or Save Stage, see Use Screen Snapshot and Grab Screen Commands and Save and Load Stages, respectively.

Send Snapshot or Save Stage to a Different Workbook

To copy a Snapshot or Save Stage to a workbook, use one of the following methods.

Note: You can only copy Snapshots and Save Stages to Standard workbooks. Carousel workbooks are not supported.

Drag and Drop

  1. Locate the needed Snapshot or Save Stage from its respective workbook.

  2. Click and drag the item over the needed workbook in the Workbooks Explorer.

  3. Drop the item on the workbook.

    By releasing the left click drag, the item is added and appears in the workbook.

    Note: The items appear in the order they are placed in the workbook unless the sort option for the workbook is set to "A to Z".

  4. If the Presentation screen is open when you add the Snapshot or Save Stage to a different workbook, that item does not automatically become available in the selected workbook in Presentation. To update Presentation with the latest workbook item(s), click in the ribbon bar of the Workbooks Explorer. The Workbooks Explorer synchronizes with the Presentation screen, and the new items become available.

Right-Click Context Menu

  1. Locate the needed Snapshot or Save Stage from its respective workbook.

  2. Right-click the Snapshot or Save Stage. A context menu displays.

    Note: You can also send multiple Snapshots or Save Stages to a workbook at a time. Simply select all items needed, then right-click one of the highlighted items and proceed to follow the steps below.

  3. Click Send to Workbook.
  4. In the dialog box that appears, select the workbook you would like to send the item to.

  5. When ready, click Send Items. The dialog box closes and the item is sent to the specified workbook.
  6. If the Presentation screen is open when you add the Snapshot or Save Stage to a different workbook, that item does not automatically become available in the selected workbook in Presentation. To update Presentation with the latest workbook item(s), click in the ribbon bar of the Workbooks Explorer. The Workbooks Explorer synchronizes with the Presentation screen, and the new items become available.

Rename or Delete a Snapshot or Save Stage

When you move a Snapshot or Save Stage to a new workbook, you're actually creating a copy of the item and sending that to the workbook in question. The "master" (i.e. original) item remains in the Snapshots or Save Stages workbook where it was originally created. If you need to rename or delete a Snapshot or Save Stage at any time, there are some important factors to consider.

  • When you rename a Snapshot or Save Stage, it renames every instance of that item, regardless of whether you're renaming the "master" item (within the Snapshots or Save Stages workbooks) or a copy (within a different workbook).

  • When you delete a Snapshot or Save Stage, the outcome changes depending on what version you delete. When you delete a "master" Snapshot or Save Stage (within the Snapshots or Save Stages workbooks), it deletes every instance of that item, including all copies. When you delete a copy of a Snapshot or Save Stage (within a different workbook), it only deletes that instance of the item.

For more information on renaming and deleting Save Stages and Snapshots, review the Related Topics section below.

 

Related Topics

Overview: Workbooks

Add a Workbook to a Case

Edit a Workbook

Save and Load Stages

Use Screen Snapshot and Grab Screen Commands

Remove Items in TRIAL DIRECTOR EVIDENCE