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Creating folios

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

Modules (22)

  • Embed apps and websites

    With the embed module, you can integrate any website or app into your folio.  Embed any URL by selecting the embed module icon in the default toolbar state, dragging and dropping the embed module from the toolbar into the content of your folio, or by clicking the red + icon and “add module” at the […]

  • Social Links Module

    Adding the social links module allows you to add your social media links with each channel’s icon. Anyone viewing the link to your folio will be able to click the icons and open your social profiles. Add a new social links module by clicking on the social links icon in the default toolbar state, dragging […]

  • Labels module

    The labels module allows you to visualize key points with colored labels. This module is used in the persona template to highlight key persona traits – you could also use it to highlight key points in a fact sheet, regular report, etc. Add a new labels module by clicking on the labels icon in the […]

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Folio Basics (8)

  • Working with modules

    Modules are where your content lives. With modules, you can add text, video, images, task lists, social media links, graphs, email forms and embed websites, presentations and more. Modules are easily customizable content blocks that can be resized and moved around to format your folio. You can update module color schemes and backgrounds to completely […]

  • 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 add content with interactive modules, resize and customize your slides however you need. To resize section, click the section divider and drag up or down, or double click the divider […]

  • Xtensio’s toolbar

    You can format text styling and colors with the toolbar. Just highlight your text and update styles as needed with the toolbar functions.  On the older version of the editor (dark blue toolbar), you can format text styles, insert images, videos, text links, CTA buttons, and tables. Embed link previews, undo, redo. Just place your […]

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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 (8)

  • Add a section container border and header

    You can add a section border header from the floating menu on the left of each section. To show the section border and/or header: Open the 3-dot menu “more” at on the floating menu at the left of the section. Then choose the “show container” or “hide container” option. Once the container is enabled, you’ll have an […]

  • Change the section main color

    You can update the main color for each section of your folio in just a couple of clicks. This will update all header colors and any charts/graphs in the section. And any new content added to this section will be set in the section’s main color. To do so: Click the “Section Main Color” (the […]

  • 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 […]

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Toolbar (5)

  • 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 text by selecting the alignment 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 use: left, […]

  • Insert text links

    Creating text links You can make your folios interactive by linking any text to an external URL from the toolbar, or link to other folio links to interconnect your documents. Here’s how: Highlight the words you want to be linked and then click the “Insert Link” button on the toolbar. Paste in the URL. You […]

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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.