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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