Creating Folios

Folio Basics (9)

  • Working with modules

    Add content to your folios with modules. Move and resize, add a background image or color, duplicate, share, export or delete. Think of modules as a single moveable unit of your folio. You can adjust their size, customize their color, and stack them within canvases. There are a few different ways to add modules to your […]

  • Working with canvases

    Divide your folio into columns, stack modules and have more control of the layout with a blank canvas. The Blank Canvas. It’s in the name. A blank canvas is a tool that you can use in any folio to commit your vision to a blank page. The blank canvas is the most flexible canvas we […]

  • Working with sections

    Sections are like digital slides. In the editor, individual section are horizontal slices of your folio. You can rearrange these slices however you want and decide what canvases and modules go in them. Add a full-width background, duplicate, move or copy to another folio, A section can be as large or as small as you want depending on the […]

  • View all 9

Modules (9)

  • Change module color scheme

    Update a module color scheme to change graph/chart colors and header colors within that particular module. This makes it super easy to customize your folio to match your branding (or your client’s). Select the color drop icon at the top left module menu and choose from your style guide’s color palette, the color picker or insert […]

  • Using the email form

    Collect email addresses on shared folio links. Export a list of collected emails to use for marketing and business development purposes. 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 […]

  • Center a module

    Use the blank canvas to divide your folio into columns and have more control of the layout.  The blank canvas tool to give you more control of where your modules are placed within your folio. To center a module: Select the “+” icon on the floating menu to the right of the section you’d like […]

  • View all 9

Canvases (6)

  • Add a canvas header

    You can add a canvas header to introduce the specific content within the canvas – the persona template is created with a single canvas that uses the canvas header as the persona title. To add/remove a canvas header: Open the 3-dot menu ‘more’ at the top left of the canvas.  Then choose to “show header” […]

  • Add a canvas background

    Add a solid color as a canvas background. Or choose a background image from the gallery or upload your own. 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 an image from our gallery. Here are tips […]

  • Share, export, duplicate, delete a canvas

    Share or export your canvas to showcase a specific portion of your folio. Duplicate it. Or delete permanently. To export an invidual canvas (paid feature), go to the 3-dot canvas dropdown menu at the top left and select “Export.” Learn more about exports. To share a canvas as a weblink, go to the dropdown menu and […]

  • View all 6

Sections (6)

  • Delete sections

    Delete sections, including all canvases and modules inside the section, via the section menu. You can manage all section options via the floating menu at the right of each section. Delete (Permanently) If you want to delete a section, select “Delete” from the 3-dot “more” on the floating menu to the right of each section. […]

  • Export sections

    On pemium plans (Pro and Business), 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 right of the section you’d like to export. Open the 3-dot “more” icon on the floating menu and select “Export […]

  • Copy or move sections to other folios

    Copy or move individual sections from one folio to another to save time. Combine your folios. To merge two complete folios, you can copy or move individual sections from one folio to another. Moving a section to another folio simply transfers that section from one folio to another. Copying a section from one to another […]

  • View all 6

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 collateral. Linke to your pricing page, your website, or any outside URL you need to.  Place your cursor inside the text module where you’d like to add the CTA […]

  • Undo and redo edits

    You can undo and redo specific edits within individual modules using your toolbar. Undo and Redo If you make a mistake in a module, you have the option to undo/redo the last changes you made inside that module. Just place your cursor inside the module you want to undo or redo the last edits from […]

  • Align and indent text

    Use your toolbar to align and indent text to create the look you need for your living doc. All of your edits will sync instantly with any collaborators you’re working with. And the content will automatically sync with the live version of the folio and adjust to fit on whatever screen size the folio’s being […]

  • View all 8

FAQs

No. Credits can be purchased as a one-time purchase. Your account will remain on the free plan and your credits will never expire from your account.

Find Xtensio’s terms of service and our privacy policy on our website.
We offer bulk licensing discounts for qualifying non-profits and NGOs.

We offer 50% off the Business plan for non-profits and NGOs. Fill out our nonprofit application to get started.

On all Xtensio plans, you can invite as many people as you’d like to collaborate on any of your folios. You can learn more about collaboration here and team user roles here.

We do! We offer licensing options for classrooms, departments, and institutions. See our Education page for more info and fill out our EDU application.

Revision history backs up your work as you’re editing and allows you to revert to old versions of your folios.
Xtensio automatically saves your work as you complete a folio. You can view or revert to previously saved versions of your folio. Learn more.

We do not currently have trials. Schedule a demo to learn more.

Xtensio for Business is live! You can schedule a 30-minute demo with us to learn more about how the plan can benefit your team.

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

No. You can try all of our free templates with any of your plans. The limitations are only on your active folios.
Xtensio branding appears on all shared versions of your folios on the Free plan.

For Free accounts, Xtensio’s logo appears on exports, as well as publicly shared links to your work (footer, canvases, preview mode, presentation mode…) On Paid accounts, the Xtensio logo is removed from your folios.

A folio is an active project on your dashboard. When you save a template, this becomes an active folio.

A folio is your personal copy made from a template. It’s a live page you can edit, collaborate on and share. Here’s more on Making a Folio.

Yes, the free plan is really free. You will never be asked to provide credit card information for Xtensio’s free account.
If you’d like to stay on the free plan and create more than two folios, you can always delete/archive a folio to make room for a new one.