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Adding and removing folio collaborators

You can add admins, team members, and guests to collaborate on individual folios. Project collaborators can be added in two different places: 

  • Click the “Add People” icon at the top of your edit screen and enter the email address of the person you’d like to collaborate with, and optionally add a message.
  • You can also add folios collaborators from your dashboard view by clicking the “Add People” button on each individual folio card. You’ll be prompted to enter their email and optionally enter a message for the collaborator.

 

Add Member

 

When you invite someone to collaborate on your folio, they will be notified via email and in the Xtensio app. They will need to accept the invitation to start editing. Then you’ll be notified via email and the app once they’ve either accepted or declined your invitation to collaborate.

You can also remove collaborators from your the same “Add People” pop-up by clicking the “X” next to their name.

Your collaborators will be notified via email and in-app when these changes are performed.

Learn more about the collaboration feature here.

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FAQs

Xtensio is the easiest way for teams to create, share, and manage all of their business documents. You can create stunning pitches, sales sheets, reports, case studies, agendas, and more, with no design experience. You can add images, videos, tables, buttons, and other interactive modules to your folios. Drag and drop, resize, change backgrounds, colors. Share a link. Present a digital slideshow. Export a PDF/PNG.

An Xtensio folio is a live webpage, a full-screen digital slideshow presentation, and an exportable PDF/PNG document all-in-one. Your folios are responsive, collaborative, and completely customizable.

You can start from an instructional template, editable example, or a blank folio to build all your business documents and presentations with the ease of drag and drop. Add team members and guests to work together in real-time on the cloud. Changes instantly sync to the live version of the folio so both internal and external stakeholders are always up-to-date. Projects are the next generation of flexible documents and presentations.

You can create any sort of business content you need – one-pagers, fact sheets, pitches and proposals, press releases, employee handbooks, reports, strategy canvases, landing pages, and more. Check out our library of instructional templates and editable examples.

A folio is your personal copy made from a template. It’s a live page you can edit, collaborate on, and share. Instructional templates guide you in creating a variety of business content

Yes. All Xtensio plans include 128 bit SSL encryption and backups to ensure your data is secure. You can make shared folio links private and even password protect them for added security. Here’s more on the range of sharing options on Xtensio, from completely private to public.

What makes Xtensio so great is the variety of options you have to share your work. There are 9 ways to share your Xtensio documents (folios). Collaborate privately, share a link, embed on your website, send in an email, share on social, save a team template, publish templates and generate leads, present a full-screen slideshow, or download your folio as a PDF/PNG. Learn more.

 

Yes!  Our plans are meant to be collaborative. All plans include real-time collaboration. You can add unlimited team members on the free plan. To add guests and set access levels, upgrade to a premium plan for more control. You can check out features, pricing and details here on our pricing page.

 

Unlike other presentation or document creators, Xtensio works like a web builder so you can easily drag and drop interactive content, customize the layout, and change colors, fonts, backgrounds to get professional-looking business content out the door quickly, without needing a designer.

You can collaborate with team members and guests to work together in real-time on the cloud. And the flexibility to share folios as live web links, digital slideshow presentations, or exportable PDF/PNGs means you don’t have to jump between tools when creating different deliverables. Check out this page to see how Xtensio outpaces the competition.

Yes. You can upgrade, downgrade, switch between monthly or yearly options, or cancel at any time. To make changes, go to your billing settings.

If you cancel your plan, premium features will remain active until the end of your current billing period. When the subscription expires, your account will be removed from the system entirely.