Creating Folios

Here’s everything you need to know about using Xtensio’s editor to create stunning and engaging presentations and documents.

Folio Basics (9)

  • Working with modules

    Modules are where your content lives. With modules, you can add text, video, images, task lists, social media forms, graphs, email forms. They are easily customizable units that can be resized and stacked within canvases to format your folio. You can even update module color schemes and backgrounds to completely customize the look and feel […]

  • Working with canvases

    Canvases help you customize the layout of your folio and easily adapt your content to your needs. You can use the “blank canvas” to divide your folio into columns, arrange your modules to your liking. You can add a canvas in two ways: Select the ‘Add +’ icon at the top left of your editor’s […]

  • Working with sections

    Sections are digital slides. In the editor, individual sections are horizontal slices of your folio that can be rearranged in any way you want. You can decide what canvases and modules go in each section to customize your slides. In view mode, a section is a full-screen slide and when you export a PDF for […]

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Modules (9)

  • Change module color scheme

    You can change an individual module’s color scheme to match your or your client’s branding. Select the color drop icon on the menu at the top left of the module and choose from your style guide’s color palette, the color picker or insert a hex code to create the color scheme you want.  

  • Using the email form

    The interactive email form module allows you to collect email addresses from people who visit your shared folio link. This module is used in the startup one-pager template and the landing page template. But you can add it to any folio you create in the editor to later export the collected list for your business’ […]

  • Center a module

    The best way to center a module is to place it inside a canvas, this allows you to have more control of your modules’ placement within your layout. To add a canvas and center a module: Select the “+” icon on the floating menu of the section you’d like to place the module in. Add […]

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Canvases (6)

  • Add a canvas header

    You can add a canvas header to introduce the specific content within the canvas. To add/remove a canvas header: Open the 3-dot menu “more” at the top left of the canvas.  Then choose the “show header” or “hide header” option. The header background color will be set in the canvas color scheme – you can […]

  • Add a canvas background

    You can add a canvas background, whether you want an image (from our gallery or your own) or a solid color. To add a background image to a canvas: Select the background icon from the menu at the top left of the canvas. Upload an image or select one from our gallery. Here are tips […]

  • Share, export, duplicate, delete a canvas

    You can share a canvas of your folio to showcase a particular layout of your folio, duplicate it to create a moveable copy of the canvas, or delete it to remove its content altogether.  To share a canvas as a web link, go to the dropdown menu and select “Share.” You must turn on link […]

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Sections (6)

  • Delete sections

    You can delete multiple modules and canvases by deleting a section.  If you want to delete a section: Select “Delete” from the 3-dot “more” on the floating menu to the left of each section.  A pop-up window will ask you to confirm this action. Keep in mind this action cannot be undone and to recover […]

  • Export sections

    You can share individual elements of your folio as a PDF or PNG file by exporting sections of your folio. Export a section Find the floating menu at the left of the section you’d like to export. Open the 3-dot “more” icon on the floating menu and select “Export Section”.     You can also […]

  • Copy or move sections to other folios

    You can copy or move sections between folios to save time repurposing content when creating new documents. This can help you combine or merge folios. Be advised that moving sections from one folio to another will just transfer the content. Copying sections allows you to use the same content in two separate folios. To move […]

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Toolbar (8)

  • Add a CTA button

    Add a CTA button to any text module with the toolbar. This makes it easy to create landing pages, one-pagers, and other interactive marketing and sales documents. Link to your pricing page, your website, or any outside URL you need to.  To add a CTA button from the toolbar: Place your cursor inside the text […]

  • Undo and redo edits

    You can undo and redo specific edits within individual modules using the toolbar. Just place your cursor inside the module you want to undo or redo the last edits from and select the “undo” or “redo” icon at the left of your toolbar. Keep in mind that the undo/redo functionality only works at the individual module […]

  • Align and indent text

    You can change the alignment of both text or images from the aligning dropdown on the toolbar to get the look and feel needed for your content. To do so: Highlight the content you want to align, then select the 3-dot “more text” icon on the toolbar and choose the alignment option you’d like to […]

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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.

A folio is a live webpage, a full-screen digital slideshow presentation, and an exportable PDF/PNG document all-in-one. 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. Folios 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. You can invite users to collaborate. You can present your work as a full-screen digital slideshow. Export it as a PNG or PDF. Share it as a live web link or embed it on your website. Xtensio is the most flexible platform for sharing business collateral.

Our plans are meant to be collaborative. You can add 2 Free guests on the Basic Access and unlimited guests on the Full Access plan. You can also add team members to your plans with a seat cost. 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.